Client Portal & updates
One branded link per client: briefs, files, approvals and updates.
Set up your Client Portal
One branded link per client. No logins, no chasing.
Share a project through the portal
Milestones, scope, deliverables and requests: the guided setup that decides what your client sees.
What your client sees (and approves)
The portal from your client's side: dashboard, action items, approvals and messages.
Send a Client Update
MonoDesk drafts the update from your project's real state. You review, refine and send.
Video guides
These also have their own page for Client Portal & updates.
Try the Client Portal in MonoDesk NOW!
Watch on YouTubeEvery client can have a private portal: one branded link covering the projects you choose to share, with no account or password needed to view it. This category covers turning the portal on, choosing what is shared, previewing it as your client and sending the link. It then covers per-project setup, a guided flow that sets the milestones, scope, deliverables and requests your client sees on that project page. Another article explains the portal from your client's side, including their dashboard, action items, the difference between viewing and participating, approvals and messages. Client Updates are covered too. MonoDesk drafts the update from the real state of the project, what has moved, what is next and what you are waiting on, and you review and refine it before sending.
The product pages for this part of MonoDesk are Client Portal and Client updates.