Overview
Create an update, choose category + period, attach photos/files, and publish with the right visibility.
Prerequisites
- A project created in ProjectBoard
- FileVault enabled for attachments
Permissions required
Steps (4)
-
1
Open Updates composer
ProjectBoard → Updates → New. Select the target project.
Tips
Validation
Success criteria
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2
Write the update and choose metadata
Enter title and body. Pick category and period_tag (weekly/monthly/milestone/ad-hoc).
Tips
- Use “milestone” for major announcements; downstream apps can route those to WhatsApp/SMS.
- Categories are workspace-configurable—use generic ones for non-construction projects (e.g., “design”, “testing”, “launch”).
Validation
Success criteria
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3
Attach photos/files
Use FileVault picker to attach images and documents. Confirm attachment visibility matches the update visibility.
Tips
Validation
- Attachments load and are blocked for unauthorized users when gated.
Success criteria
-
4
Publish with visibility
Set visibility (public/customers-only/internal) and click Publish.
Tips
Validation
Success criteria
- Update appears on the project timeline and emits publish events for listeners.
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.