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
V37.5 - Approvals
- Highly customizable approval processes and change workflows!
- E-signatures.
Recent Updates
V37.2 - Robust Studio
Nov 11th
- Setup wizard for easy onboarding
- AL Studio redesign - Allow easier and less complicated ways to set up portals
- More robust client portals with action feedbacks
V36.1 - Faster loadings
Oct 19th
- Fetching items/subitems/columns is 20x faster now
- Minor bug fixes and improvements
- Tutorial videos added to studio dashboard
V36 - Easy client-portal management
Scheduled for: Oct 7th 10th 17th - DELAYED due to changes in pricing
Actual release: Oct 15th
Motives
After many dissection sessions with ActionLink current users to see how they utilize the app and what problems they are facing, recurring issues were 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 bit 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
- Portal access without a login
- Some clients prefer a simple link that doesn't require a password to access the portal
Main objectives
- Ability to add studio on any board
- No need to import clients and create portals, each client item is automatically a portal - You just need to add a board of clients to ActionLink and the rest is automatic
- Central client hub
- A white-label, branded central hub where clients input their emails and get access to their own portal
- No need to send crazy links around - If the client is on the board they can access their portal through their email
- Alternatively the access could be granted through a new API outlet for custom iframe embeds (Shopify, etc.)
- No-pass links
- Portals without a password requirement to access them
V33.9 - New Studio
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





