How to write a client project update with useful detail
A client update should explain progress in terms of the client's goals and decisions. It is most helpful when it clearly distinguishes completed work, current work and the next information needed from the client.
Start with the right material.
- What you provide
- a project status page plus the client's context.
- The intended result
- Save a plain-language update with accomplishments, dependencies and next steps.
How the workflow works.
Use verified milestones and plain language, then highlight any scope or timing issue that requires attention. Tie requests to the part of the project they unblock.
What to check in the result.
Check every promised date and deliverable before sending. A concise update should still make material dependencies and unapproved changes visible rather than implying the plan is already settled.
Read the text as an editable result and check it against the source. Keep important references, names and conditions intact when you copy it into another document or message.
Learn from the worked example.
Use the downloadable example to understand the shape of the result. Compare it with the source example, then apply the same factual checks to the material you provide for your own task.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.