Project Status Update
Send a weekly or monthly project status update with an attached report to a client.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Sends a progress update on an active project to a client or internal stakeholder.
- Project progress update
- Status report delivery
- Client project update
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
project_name — Status Update for reporting_period
status-report
Hi client_first_name,
Here is your status update for project_name covering reporting_period. The detailed status report is attached — the summary below captures the highlights.
STATUS SUMMARY
• Project: project_name
• Period: reporting_period
• Overall Status: overall_status
COMPLETED THIS PERIOD
• completed_items
UPCOMING MILESTONES
• upcoming_milestones
ITEMS REQUIRING YOUR ATTENTION
The attached report details any open action items or decisions that require your input. Please review these closely — pending client decisions are the most common source of schedule slippage, and I want to keep things moving smoothly on your end as well as ours.
RISKS & FLAGS
Any risks or schedule concerns are flagged in the attached report with recommended mitigation steps. I'll call out anything critical in our next check-in call, but I want you to have the written record in advance so nothing catches you by surprise.
If you have questions before our next scheduled call, please reach out at me::phone. I'm committed to keeping this project on track and you fully informed every step of the way.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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Helpful Resources
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