Deliverables
Track project deliverables from creation through delivery and client approval. Attach files, set due dates, and give clients visibility through the portal.
Creating a deliverable
Go to Deliverables → New Deliverable and fill in:
- Name, What is being delivered (e.g., “Homepage Mockup v1”)
- Project, The project this deliverable belongs to (required)
- Status, Pending, In Review, Delivered, or Approved
- Due date, When the deliverable is expected
- Notes, Internal notes about the deliverable
You can also attach files during creation or add them later by editing the deliverable.
Deliverable statuses
Track progress through the delivery workflow:
- Pending, Work has not started or is in progress
- In Review, Submitted for internal or client review
- Delivered, Sent to the client
- Approved, Client has accepted the deliverable
List and kanban views
The deliverables page supports two views:
- List view, Table with columns for Name, Client, Project, Status, and Due Date. Filter by client or status, sort by various fields, and export as CSV.
- Kanban board, Cards grouped by status column. Drag deliverables between columns to update their status instantly.
Overdue deliverables show a red indicator. Deliverables with file attachments show a file icon.
File attachments
Attach one or more files to any deliverable. Supported file types and size limits are described in File Management. Files attached to deliverables are visible to clients in the Client Portal when portal access is enabled.
Editing and deleting
Click any deliverable to view its detail page, then use the edit or delete buttons. Editing allows you to change all fields and manage file attachments.
CSV export
Export your deliverables list as a CSV file from the list page.