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How to Log a Status Update in Managemate

Learn how to share updates with your management team and board centrally in Managemate, instead of using email.

Written by Chester
Updated over 2 months ago

In Managemate, users can share their progress or other updates on their work by adding status updates to an activity. Status updates are consolidated and shared with other users in digest emails, which are sent daily at 5 pm or weekly on Friday's at 5 pm (subject to a user's opting out of the emails via their notification settings).

By using status updates, managers and directors don't have to be concerned about inundating their team with updates by email. Emails get lost over time, unlike Managemate's status updates, which are organized by topic, vendor, document and activity.

How to Log a Status Update

From the dashboard of the Managemate Application

  1. Click on Log an Activity Update

  2. Search for the activity by name and select it, or create a new activity

  3. Write the status update you want to share - For example, explain what has happened since the last update, what’s next, and any related new information.

  4. (optional) Link a document that relates to your update

  5. (optional) Send the status update to other users in your account immediately, via email.

  6. Click Save Update

Status updates can be added in a variety of places in Managemate's Workspace software

You can log a status update from a variety of places in your Managemate account, including:

From the calendar

  1. Click on any day or activity label in the calendar

  2. In the list of activities that appears, click on the sub-menu button for the activity you want to log an update against.

  3. Click Log an Update

From the activities section (table view)

  1. Find the activity you want to log a status update for (filter the table as needed)

  2. In the actions menu, which is in the right most column of the table, click the sub-menu button

  3. Click on Log an Update

Generally, look for the status update label when you see an activity listed, and/or check the sub-menus for the option to log an update against any activity.

Where to find status updates in Managemate

Every new status update will be added to Managemate's daily and weekly digest emails (subject to the user's notification preferences), management reports (if the activity is within a management report section), and in many other locations within Managemate.

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