PULSE Academy / Project Management

Report on a project

Export tasks and send a client update.

Beginner · 4 minutes · Article

You'll learn to

• Export a project's tasks
• Draft a client update

• In a project's Tasks, choose Export CSV for a spreadsheet of every task.
• Open Updates and draft this week's client update; AI can draft it from the project's activity for you to edit.
• Check Promises vs. delivery before you send.
• For an ongoing view, add the project to a dashboard.

Related

• Projects, tasks and views
• Start from a template
• Dependencies, Gantt and the critical path
• Baselines and delivery records