1
Create a company account
Sign up, verify your email and create your company account as the first tenant admin.
2
Create a Status File
Add a Status File for a project, job, case, order, build, matter or client file.
3
Set the overall position
Record the status, baseline target date, current forecast date and expected outcome.
4
Update with the right level of detail
Add as much or as little detail as the Status File needs, from a short update through to progress,
risks, issues, next steps, dependencies, milestones and images.
5
Add images / evidence where helpful
Include photos, screenshots, drawings or documents so customers can see what has changed.
6
Add recipients
Link the customer, client or stakeholder contacts who should receive the update.
7
Preview the PDF
Generate and review the update report before sending it to recipients.
8
Send manually or automatically
Send the branded status report yourself, or schedule it so StatusAngel sends it automatically at your chosen date and time each day of week/fortnight or month.