Templates / Client status page
Share a live project status page with a client
One page a client can open any time: where the project stands, the milestones and their dates, and what happens next. It reads from a dataset, so the weekly update changes the data instead of creating a new document.
The template, filled with sample data — your assistant fills it with yours.
Use it: with Profusia connected, say to your assistant:
“Publish a client status page from Profusia's template.”It asks the questions below, publishes the finished page and gives you a private link to share.
What your assistant will ask you
- What is the project called, and who is the client?
- In one or two sentences, where does the project stand right now?
- What are the milestones — name, status, due date?
- What are the next steps?
The data behind it
milestone | The milestone's name |
status | Done / In progress / Upcoming — honest words |
due | The due date as the client should read it |
note | One line of context, or empty |
This template is live: the page reads from a small dataset, so one data update (weekly, before the client's status call), by you or a scheduled assistant task, shows the new numbers on every link already shared.