Client updates

A client update is a weekly status report for the person you are building for. Instead of writing it from scratch every Friday, you collect it while you work: whenever a card is worth telling your client about, you mark it. At the end of the week you generate the report in three short steps. Wyroo turns the marked cards, your photos and your note into a tidy report your client can open in their browser or keep as a PDF.

Marking cards during the week

Any team member can mark a card for the next update, at any moment:

• Right-click a card on the board and choose In next update.
• Or open the card and switch on In next update in the details column.

A marked card shows a small newspaper icon in its corner on the board, so everyone can see what is already collected. Marking a card never moves it or changes it; it only adds it to the list for the next report.

The Updates tab

Every project has an Updates tab. It shows two things:

• The selection for the next update: the cards marked so far. You can remove a card here if it no longer belongs.
• Previous updates: every report generated before, each one a fixed snapshot you can always open again.

Generating the report

Click Generate update on the Updates tab. Three steps follow:

1. Review the selection. Check the marked cards, remove or add one, and optionally give each card one line of context for your client. The AI can suggest these lines for you; you can edit every word before anything is sent.
2. Photos and attachments. Upload progress photos or pick images already in the project files. You can also attach documents, for example the current budget overview.
3. Note. Write a short message to your client at the top of the report, or let the AI draft one from the week’s work. Again: it is a suggestion, you decide what it says.

When you generate, the report is frozen. It shows the board’s numbers, a chart of planning against progress, the highlighted cards with their context, your photos, attachments and note. A later change on the board never changes an existing report.

Tip: the AI never sends anything on its own. Every suggested text lands in a field you can edit, and nothing reaches your client until you generate.

What your client receives

Each generated update is available in two forms, both showing exactly the same frozen snapshot:

• A web page behind a share link. Your client opens it in the browser, without an account or login. On the update page you can copy the link, see whether and when it was viewed, and revoke it at any time. Revoking kills the old link for good; you can always create a fresh one.
• A PDF, styled with your own logo and accent colour (see the company branding guide), named after the project and the date. The PDF is also filed automatically into the project files, in an Updates folder.

Who can do what

• Marking cards is open to everyone who works on the board, including invited partners.
• Generating a report and managing the share link is for team members of the company that owns the project. Viewer-only members and outside partners cannot publish to your client.

After every generated update the selection starts empty again, ready for next week.