How to Generate Automatic Status Updates
Overview:
Streamline your project communications by automatically generating status updates from your project data. These updates are emailed to your clients and also appear on your client portal when they’re signed in. No more manual progress reviews!
Instructions:
Select Your Portal:
From the Client Portals section, choose the portal where you want to add a status update.
Create a Project Update:
Click the "Create Project Update" button.
Wait for the AI to generate your update. The system will display a preview of the generated update.
Edit or Delete the Update (Optional):
If you need to adjust the content, click "Edit" to modify the text.
If you want to remove the update entirely, click "Delete."
Share the Update:
Click "Share" to select which users or clients should receive the email update.
Confirm by clicking "Send."
If multiple updates have been created, the system will automatically aggregate them based on the previous project state.
View the Client-Facing Version:
Check the portal to see how the status update appears to your clients.
Watch the Video: