Overview
Create category sets for construction, launches, events, or internal projects and keep reporting consistent.
Prerequisites
- ProjectBoard installed
Permissions required
Downloads & Templates
Steps (3)
-
1
Open Categories settings
ProjectBoard → Categories → Manage.
Tips
Validation
Success criteria
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2
Add or import category sets
Create categories manually or import a JSON template. Assign colors and ordering.
Tips
Validation
- Categories appear in the Update composer dropdown.
Success criteria
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3
Apply categories to projects
Optionally tag projects with a category set (construction vs launch) so the composer suggests relevant categories.
Tips
Validation
Success criteria
- New updates show the correct category list per project context.
About this guide
ProjectBoard turns every project into a shareable, structured page with a clear timeline. Add descriptions, locations, amenities, cover media, image galleries, and brochures stored securely in file-vault.
Post progress updates on a schedule or publish instantly. Updates support categories (configurable per workspace), attachments, and visibility rules (public, customers-only, internal). When an update is published, ProjectBoard emits events so other apps can resolve audience and deliver notifications—without ProjectBoard needing to know who the customers are.
Use it for construction projects, property developments, events, product launches, internal initiatives, and any workflow that needs a “project home” plus an update stream.