How to Add Project Updates
Project updates are timestamped notes that track progress on a project. They're visible to your team and can also be shared with clients through the Client Portal.
Step 1: Open the Project
Navigate to Projects and click on the project you want to add an update to.
Step 2: Go to the Updates Section
On the project detail page, scroll to the "Updates" section or tab.
Step 3: Add Your Update
Click "Add Update" and fill in:
- Title — A brief summary of the update (e.g. "Phase 1 Complete", "Design Review Feedback").
- Content — Detailed notes about progress, issues, or next steps.
Step 4: Save
Click "Save". The update appears in the project timeline with a timestamp and your name.
Client Visibility
Project updates are visible to clients in the Client Portal. This keeps clients informed without manual email updates.
💡 Tip:
Add regular updates to build trust with clients. Even brief notes like "On track — Phase 2 starting next week" show professionalism and keep clients engaged.