How to Add Project Updates
Project updates help you track progress and communicate milestones with clients. Here's how to add them:
Step 1: Open the Project
Navigate to Projects and click on the project you want to add an update for.
Step 2: Find Updates Section
On the project details page, scroll to the "Project Updates" section.
Step 3: Add Update
Fill in the update form:
- Update: Enter a description of what's been accomplished or changed
- Click "Add Update" to save
Update Features
Project updates include:
- Timestamp showing when the update was added
- Author information (who added the update)
- Chronological display (newest first)
- Visibility in the Client Portal (clients can see updates)
Best Practices
When adding updates, consider including:
- What was completed
- What's next
- Any blockers or issues
- Milestones reached
- Milestones completed
Client Visibility
Project updates are visible to clients through the Client Portal, helping them stay informed about project progress without needing direct communication.
💡 Tip:
Regular project updates help build client trust and reduce the need for status check-ins. Update projects frequently to keep clients informed.