Imagine Experience

Add the Leads Portal to Your iPhone Home Screen

One-tap access to your leads from anywhere. Two minutes to set up — then tap the Imagine pinwheel on your home screen and jump straight into the Portal.

Version 1.0 · May 26, 2026 · Internal Use Only

What You’ll Need

Two things, both available right here. Have your iPhone in hand and the Monday mobile app installed before you start.

The pinwheel icon

Long-press this image and choose Save to Photos. We’ll use it as the home screen icon later.

Imagine pinwheel

Long-press → Save to Photos

The Portal URL

You’ll paste this into the Shortcut in Section 3. Tap the URL below to copy it (or just type it from your phone):

https://imagine-experience.monday.com/boards/5270617307/views/228689683
Easiest way to copy the URL

If you’re reading this on your phone, long-press the URL above and choose Copy. If you’re on a computer, AirDrop or text this page to your phone first.

What You’ll Have When Done

A blue Imagine pinwheel icon on your iPhone home screen, labeled “Imagine Leads.” Tap it, you’re in the Leads Portal. No navigating through Monday folders or favorites.

The flow

  1. Tap the pinwheel icon on your home screen.
  2. Monday mobile app opens automatically and goes straight to the Imagine Leads Portal view.
  3. Add a lead, search, mark a Deal Won/Lost — whatever you came to do.
If you’re not logged into Monday on mobile yet

The first tap will prompt you to log in to the Monday mobile app. After that, every subsequent tap goes straight to the Portal.

Save the Pinwheel Icon

Get the icon into your Photos app first so it’s ready to use when you add the Shortcut to your home screen.

From your iPhone

  1. Open this page (this one you’re reading now) in Safari on your iPhone.
  2. Scroll back up to the pinwheel image in the What You’ll Need section.
  3. Long-press the pinwheel image.
  4. Tap Save to Photos in the menu that appears.
Verify it saved

Open the Photos app. The pinwheel should be your most recent image. If you don’t see it, try the long-press again — sometimes the menu takes a beat to appear on slow connections.

Build the Shortcut

The Shortcuts app is built into iOS. We’ll create a one-step shortcut that opens the Portal URL.

Steps

  1. Open the Shortcuts app on your iPhone. (If it’s not on your home screen, swipe down on the home screen and search “Shortcuts.”)
  2. Tap the + button in the top-right corner to create a new shortcut.
  3. Tap Add Action.
  4. In the search box, type Open URL and tap the action when it appears.
  5. Tap the blue URL placeholder. A keyboard appears.
  6. Paste (or type) the Portal URL:
    https://imagine-experience.monday.com/boards/5270617307/views/228689683
  7. At the top of the screen, tap the default name (something like “Open URL”) and rename the shortcut to Imagine Leads.
Pick “Open URLs” exactly — not the lookalikes

When you search in Step 4, Shortcuts will show several similar-looking actions. Make sure you tap the one named just Open URLs. Avoid these:

  • Open URLs in Chrome — forces the link into Chrome and won’t hand off to the Monday mobile app.
  • Get Contents of URL — fetches data in the background instead of opening the page.

If your icon opens Chrome (or doesn’t open anything), the wrong action was picked — open the Shortcut, delete the action, and add “Open URLs” instead.

Why a Shortcut and not just a Safari bookmark?

A Shortcut lets us add a custom icon (the pinwheel) and a custom name. A Safari bookmark would use a generic Safari thumbnail, not the Imagine brand mark.

Add to Home Screen

This is where the pinwheel becomes an actual home screen icon. Make sure you finished Section 3 before continuing.

Steps

  1. You should still be in the Shortcut you just built (the “Imagine Leads” one). Tap the share icon (the square with the arrow pointing up) at the top of the screen.
  2. Scroll down in the share menu and tap Add to Home Screen.
  3. On the next screen you’ll see a preview of how the icon will appear on your home screen. The default icon is a small Shortcuts-app thumbnail — we’re going to replace it with the pinwheel.
  4. Tap the small icon image next to the name field.
  5. Choose Choose Photo.
  6. Find the pinwheel you saved earlier in Section 2 and tap it.
  7. You can pinch / drag to position it inside the circular frame — center it so the pinwheel fills the icon space.
  8. Tap Choose in the top right.
  9. Confirm the name is Imagine Leads (edit if needed).
  10. Tap Add in the top right.
Test it

Close the Shortcuts app. Find the Imagine Leads pinwheel icon on your home screen and tap it. The Monday mobile app should open straight to the Imagine Leads Portal view. If it does, you’re done.

Quick Reference

Common Questions

Tapping the icon opens Safari instead of the Monday app.

That means the Monday mobile app isn’t installed, or iOS hasn’t associated Monday URLs with the app yet. Install (or re-install) the Monday mobile app from the App Store, log in once, then tap the home screen icon again. The OS will route Monday URLs to the app from then on.

The icon shows up but the pinwheel image is fuzzy or stretched.

When choosing the photo in Section 4, make sure you positioned the pinwheel so it fills the round preview area — you can pinch out to enlarge it. If it’s still off, long-press the home screen icon, tap Edit Home Screen, delete the icon, and redo Section 4 step-by-step.

When I tap the icon, the Monday app opens but I see a different view.

Either the URL was pasted incorrectly when you built the Shortcut, or Monday is remembering your last-viewed page. Open the Shortcuts app, find “Imagine Leads,” tap it, and confirm the URL matches the one in Section 3 exactly. Re-paste if needed.

Can I do the same on Android?

Yes — the concept is the same but the apps differ. On Android, use Chrome to open the Portal URL, tap the three-dot menu, and choose Add to Home screen. The icon won’t be the pinwheel by default; you can replace it using a launcher (Nova, Action Launcher, etc.) that supports custom icons.

I changed phones. Do I need to redo this?

If your old phone backed up to iCloud and you restored to the new phone, your Shortcuts should come with you and the home screen icon will still work. If you set up the new phone fresh, repeat Sections 2 through 4.

Can my whole team use the same setup?

Yes — this guide is identical for every Sales Director. Forward this page to anyone on the team who wants the same one-tap home screen access.

Things to Remember

  • The Monday app must be installed — the icon opens Monday in-app, not Safari. Install it once and the icon does the rest.
  • The pinwheel lives at one fixed URL — you can re-save it any time from imagine-monday-infra-guide.netlify.app/pinwheel.png if you need it again.
  • The Shortcut name becomes the icon label — keep it short like “Imagine Leads” so it fits under the home screen icon without truncation.
  • You can change the icon photo later — long-press the home screen icon → Edit Home Screen → delete → redo Section 4 with a different photo.

Questions about anything in this guide? Ask Chris.