Board Status Sync
Item statuses, progress columns, and timeline views sync automatically to client portals.
Monday.com / INTEGRATION GUIDE
Monday.com + Angelwood Integration
Transform Monday.com boards into beautiful client dashboards. No guest seats required.
QUICK ANSWER
The Monday.com integration connects project timelines and task progress to the client experience, reducing manual update work.
WHO THIS IS FOR
Best for teams already relying on Monday.com and needing their client-facing updates, approvals, or reporting to stay in sync.
THE WORKFLOW
What you get with Monday.com
Seamlessly connect your workflow with Angelwood
Timeline Visualization
Show clients project timelines and dependencies in a clean, simplified view.
Custom Column Mapping
Choose which Monday columns appear in client view. Hide internal fields.
FROM SETUP TO SHARED CONTEXT
How it works
Get started with Monday.com in minutes
- 01
Connect your Monday account
One-click OAuth. Works with any Monday plan.
- 02
Map boards to clients
Link specific boards or workspaces to client portals.
- 03
Configure column visibility
Select which columns and groups clients can see. Keep internal data private.
- 04
Clients track progress
Real-time updates as you change item statuses in Monday.
IN PRACTICE
How firms use Monday.com with Angelwood
Ways to apply this workflow to client work
Creative Agencies
Show clients creative project stages from brief to final delivery.
OutcomeReduce approval bottlenecks by 50%
Digital Agencies
Display website builds, campaign launches, and content calendars.
OutcomeEliminate weekly status spreadsheets
Consulting Firms
Track engagement milestones and deliverable progress for each client.
OutcomeIncrease client satisfaction scores by 35%
GOOD QUESTIONS
Monday.com Integration FAQs
Which Monday.com plans are supported?
All paid plans are supported: Basic, Standard, Pro, and Enterprise. Free plans have limited API access.
Can I sync multiple boards to one client?
Yes. Combine multiple boards into a single client dashboard view.
Do automations trigger in Monday when clients view?
No. Client portal views are read-only and do not trigger Monday automations.
How do I handle sensitive columns?
Exclude any column from client view. Budget, internal notes, and team assignments can stay hidden.
Can clients request changes through the portal?
Clients can submit feedback which you can optionally route to Monday as new items.
YOUR NEXT STEP
Ready to connect Monday.com?
Start your 14-day free trial. No credit card required.