Track project health and keep your team informed
On this page
Read the project overview
Open the project and select Overview. Use Progress by stage and Milestones to review completion. People shows who is involved, Linked records shows related records, and Recent activity gives you the latest changes. Open Steps to find the work behind a progress count.
Post a health update
In How it is going, select Post an update. Choose On track, At risk or Off track and write a note. For example, use At risk with “Waiting for site access confirmation by Thursday. Move the installation date if it has not arrived by then.” Select Post update. The latest status appears on the board. If you see Show to client, use it only for an update intended for the client portal.
Add members and followers
Open People and use + Add if you can manage the project. Add people doing the work as Members. Add people who need updates as Followers. Use Follow or Following to change your own notification preference. Project access depends on role and permissions, so check a teammate can open the project after adding them.
Approve a stage move
When a move requires approval, the project stays in its current stage and shows who needs to approve it. The approver opens the project, checks the work, and selects Approve or Decline. Approved projects move to the requested stage. To configure this for future work, open the job type, edit the stage, and set Who may move here and Needs approval by.