ActionLink Briefing

Welcom to ActionLink! ActionLink is the only interactive client portal builder for monday.com. As we are rapidly developing and updating ActionLink, make sure to have this page bookmarked and check in here often to be informed about the latest features and how to use them to maximize the utility of ActionLink for your business.

Next in line

V35 - Easy client-portal management (Coming soon)

Scheduled for: <TBD>
Actual release: <TBD>

WeThe dates will be updated as soon as there is an estimate.

Motives

After many dissection sessions with ActionLink current users to see how they utilize the app and what problems they are activelyfacing, developingrecurring ActionLink.issues Herewere as follows

• Importing clients
  • If you have many clients, importing them one by one and waiting for the portal creation is tiring and kills the joy of using ActionLink
  • Having to set up ActionLink studio with its special template is a listbit unintuitive
• Sharing links &. Embedding into other platforms
  • Sending links to clients is an unnecessary extra step that could easily be automated
  • Some want to embed the portal for each client on a pre-existing platform like Shopify
  • This distribution/integration process needs to be more straight forward and automatic
• Upload files to columns
  • Even though file columns are supported, uploading to file columns is not. This should be allowed for a better client experience
  • monday allows unlimited files stored in file columns each up to 500MBs

Main objectives

1. Ability to add studio on any board
2. No need to import clients and create portals, each client item is automatically a portal - You just need to add a board of ourclients latestto updatesActionLink requestedand bythe ourrest users:is automatic
3. Central client hub
   1. A white-label, branded central hub where clients input their emails and get access to their own portal
   2. No need to send crazy links around - If the client is on the board they can access their portal through their email
   3. Alternatively the access could be granted through a new API outlet for custom iframe embeds (Shopify, etc.)

 

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History of changes

V33.9 - ConnectionNew FiltersStudio

Aug 19th

How to use the new version:

A new ActionLink is here! We have been hard at work re-structuring ActionLink to make it easier to expand it further and add other features in the future.

Please note that agency actionlinks are deprecated as of now. If you have an active portal with deprecated features they will still work for another month before we completely drop support for them. If you have any issues regarding this or need help dealing with your old ActionLinks, feel free to email me at will<at>actionlink.app

Change-log:

• Client importer tool
  • Import clients from another board
• Client groups
• Reusable views
• New ActionLink Studio!
• Single-item views
• A lot of invisible quality upgrades

V33.1 - Connection Filters

June 2nd

Change-log:

• Connection filters:
  • Only show items relevant to the client to them
• Ability to disable/reorder views

V33 - File sharing

May 27th

Change-log:

• File sharing and annotations (click to learn more)
• Loading screen flashing fixed
• "Show Password" button fixed
• Minor fixes

V30 - New Studio

May 5th

Change-log:

• New Dashboard
• New studio workflow
• New AL template
• Tabular/Card view
• Support for status update notes

V27 - Branding

Apr 16th

Change-log:

• Branding options
  • Upload logo
  • Set name of company
• Chat with client feature for agency view
• New login dialog looks

V26 - Prettier Portals

Apr 11th

Change-log:

• New Dashboard looks
• A better onboarding process

V25 - Agency View

Apr 8th

Change-log:

• Agency ActionLinks
  • Pull items from anywhere across monday
  • Status bar for tracking progress of project
• Actionlink Presets
• Item-based views
• Updated studio looks