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Tracking Deliverable Progress

Keep deliverables on track by monitoring progress, managing approvals, and ensuring timely delivery. This guide covers how to track deliverable progress.

Progress Overview​

Each deliverable shows progress based on:

  • Linked task completion — Percentage of linked tasks done
  • Status — Current deliverable status
  • Due date — Days until/overdue
  • Approval status — Client response

Deliverable Dashboard​

View all deliverables in one place:

  1. Go to Projects → Deliverables
  2. See list of all deliverables across projects
  3. Filter by:
    • Status
    • Project
    • Due date
    • Client

Dashboard Metrics​

MetricDescription
Total DeliverablesCount of active deliverables
Due This WeekWhat's coming up
OverduePast due date
Pending ApprovalAwaiting client response

Status Workflow​

Typical Flow​

Draft → Ready → Delivered → Approved
                    ↓
            Revision Requested
                    ↓
              Draft (again)

Updating Status​

  1. Open the deliverable
  2. Click status to change
  3. Select new status
  4. Add notes about the change

Status Triggers​

You can set up automations:

  • When all tasks complete → Ready
  • When file uploaded → Draft
  • When client views → Delivered

Due Date Tracking​

Setting Due Dates​

  1. Open deliverable
  2. Click date field
  3. Select due date
  4. Save

Due Date Alerts​

Get notified about upcoming deliverables:

  1. Settings → Notifications
  2. Enable due date reminders
  3. Choose timing (1 day, 3 days, 1 week before)

Overdue Handling​

When deliverables are overdue:

  • Status shows "Overdue" indicator
  • Appears in overdue filter
  • Escalation notifications (if configured)

Progress from Tasks​

When tasks are linked:

Progress Calculation​

Progress = Completed Tasks / Total Linked Tasks

Example: 3 of 5 tasks done = 60% progress

Viewing Progress​

  1. Open the deliverable
  2. See progress bar
  3. View linked tasks and their status

No Linked Tasks​

If no tasks are linked:

  • Progress based on status only
  • Draft = 0%, Ready = 75%, Delivered = 90%, Approved = 100%

Client Approval​

Track client responses:

Requesting Approval​

  1. Set status to "Delivered"
  2. Click Request Approval
  3. Choose notification method:
    • Email to client
    • Portal notification (if enabled)
  4. Send request

Approval Options​

Clients can respond:

  • Approve — Deliverable accepted
  • Request Revision — Changes needed
  • Comment — Questions or feedback

Handling Revisions​

When revision requested:

  1. Deliverable status changes to "Revision Requested"
  2. Review client feedback
  3. Make changes
  4. Resubmit for approval

Deliverable Reports​

Analyze deliverable performance:

Delivery Rate​

Track on-time delivery:

  • Delivered on or before due date
  • Calculate percentage
  • Identify patterns

Time to Approval​

How long from delivery to approval:

  • Average time
  • By client
  • By project type

Revision Frequency​

How often revisions are requested:

  • First-time approval rate
  • Common revision reasons
  • Improvement opportunities

Views and Filters​

Calendar View​

See deliverables on a calendar:

  1. Go to Deliverables
  2. Switch to Calendar View
  3. Deliverables show on due dates

Kanban View​

Organize by status:

  1. Switch to Board View
  2. Columns by status
  3. Drag to update status

List View​

Detailed table view:

  1. Switch to List View
  2. Sort by any column
  3. Customize columns

Notifications​

Stay informed about deliverables:

Automatic Notifications​

  • Due date approaching
  • Status changed
  • Approval received
  • Revision requested

Custom Alerts​

Set up custom notifications:

  1. Settings → Automation
  2. Create rules for deliverables
  3. Trigger notifications

Best Practices​

Regular Reviews​

  • Check deliverable status daily
  • Review upcoming due dates weekly
  • Address overdue items immediately

Clear Communication​

  • Update status promptly
  • Add notes on progress
  • Communicate delays early

Quality Checks​

Before marking "Ready":

  • Review all requirements
  • Check quality standards
  • Test/proof as needed