Portals
There’s no single “Portals” page — portal management lives in two places: a panel inside each board (in Kanban) and a tenant-wide tab in Settings. Using a portal, on the other hand, happens entirely outside the app, on public links that don’t require a login.What a “portal” is
“Portal” covers four different link-based systems:- Pitch/Intake Portals — the core feature, managed from a board’s panel or the Settings tab. When you create one, you choose a type: a Card Portal (scoped to one board, collects a story or design request with fields specific to the card type), a Contact Portal (tenant-wide, admin-only, collects someone’s contact info and availability — for an interview, quote, or photo/video shoot), or Card + Contact (both in one form).
- Status Portals — a read-only, view-only link you create from Campaigns to share live progress on a campaign, board, or single card, with a comment thread attached. There’s no submission form — just visibility and commenting.
- External Review links — a review invite tied to one card and one person, protected by a PIN. Unlike the portals above, this is a single-use link for one specific person, not a shareable form.
- Reference links — internal labeled links you can attach to a pitch or card for your own team’s reference. These aren’t public and are unrelated to the portal systems above.
What you can do
Managing a portal: create, edit, or delete it (deleting preserves past submissions), turn it on or off, copy its public link or an embeddable snippet, preview the form, and work through submissions in an inbox (Pending, Flagged, Declined). You can decline or flag a submission with a reason, or accept it — accepting prefills a new card for you to create. Filling out a portal (as an outside visitor): enter your name, email, phone, and story details, plus any fields specific to that portal, and submit. No account needed.Good to know
- Pitch and intake portal links don’t expire on their own — if you want to stop accepting submissions, turn the portal off.
- A submission is matched to an existing contact by email where possible, or creates a new one — so someone who submits more than once ends up as a single contact record over time.
- Closing a Status Portal is always a manual action — there’s no automatic expiration once you create one.
- External Review links are the most tightly controlled of the four: a random link plus a separately emailed PIN, a 5-day expiration, and a lockout after 5 incorrect PIN attempts.