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Adding Deliverables

Deliverables are the tangible outputs of your projects—the final designs, documents, or assets you provide to clients. This guide covers how to create and manage deliverables.

What Are Deliverables?​

Deliverables differ from tasks:

AspectTasksDeliverables
PurposeWork to be doneOutput to be delivered
VisibilityInternalOften client-facing
TrackingCompletionApproval status
Examples"Design logo concepts""Final Logo Package"

Adding a Deliverable​

From a Project​

  1. Open the project
  2. Go to Deliverables tab
  3. Click + Add Deliverable
  4. Fill in details:
    • Name
    • Description
    • Due date
    • Linked tasks (optional)
  5. Click Save

Deliverable Fields​

FieldDescription
NameClear title (e.g., "Brand Guidelines PDF")
DescriptionWhat's included in this deliverable
Due DateWhen it should be delivered
StatusDraft, Ready, Delivered, Approved
Linked TasksTasks required to complete this
FilesAttached files/assets

Deliverable Statuses​

Track deliverable progress:

StatusMeaning
DraftIn progress, not ready
ReadyComplete, pending delivery
DeliveredSent to client
ApprovedClient accepted
Revision RequestedClient wants changes

Updating Status​

  1. Open the deliverable
  2. Click the status badge
  3. Select new status
  4. Add notes if needed

Linking Tasks to Deliverables​

Connect tasks that contribute to a deliverable:

When Creating​

  1. In the deliverable form, find Linked Tasks
  2. Search for related tasks
  3. Select tasks to link

After Creation​

  1. Open the deliverable
  2. Click + Link Task
  3. Search and select
  4. Repeat for additional tasks

Benefits of Linking​

  • See progress based on task completion
  • Understand what work goes into each deliverable
  • Track dependencies

Attaching Files​

Add the actual deliverable files:

Uploading Files​

  1. Open the deliverable
  2. Click + Attach File or drag & drop
  3. Files upload and attach
  4. Add multiple files if needed

File Versions​

When updating files:

  1. Upload new version
  2. Previous versions are preserved
  3. View version history if needed

Deliverable Templates​

For standard deliverables:

Creating a Template​

  1. Go to Settings → Templates → Deliverables
  2. Click + New Template
  3. Enter standard fields
  4. Save

Using Templates​

  1. Click + Add Deliverable
  2. Select From Template
  3. Choose template
  4. Customize as needed

Recurring Deliverables​

For regular outputs:

Examples​

  • Monthly reports
  • Weekly status updates
  • Quarterly reviews

Setting Up​

  1. Create the deliverable
  2. Enable Recurring
  3. Set frequency
  4. New deliverables auto-create

Best Practices​

Clear Naming​

  • Be specific: "Homepage Design v2" not "Design"
  • Include version if relevant
  • Match client expectations

Complete Descriptions​

Include:

  • What's in the deliverable
  • Format and specifications
  • Any usage notes

Track Carefully​

  • Update status promptly
  • Document delivery date
  • Record approvals