Deliverables

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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”)
Client and Project: Pick the client first, then one of that client’s projects (required), so projects with the same name across different clients are never ambiguous. If the project doesn’t exist yet, type its name and choose Create ”…”. Starting from a project’s Deliverables tab or the deliverables list filtered by a client fills these in; otherwise the form starts from the client you last worked with.
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 with More fields on the deliverable page.

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

Advancing the status in one click

The deliverable detail page shows a single button for the next logical step, so you don’t need to change the status by hand:

If the deliverable is Pending, the header shows Submit for Review.
If it’s In Review, the button becomes Mark as Delivered.
If it’s Delivered, the button becomes Approve.
Once Approved, no further transition is offered.

To move backwards or to a non-sequential status, click the status on the page and pick the one you want, or use the kanban board’s drag-and-drop.

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 or Excel. Click a status or a due date in a row to change it there, without opening the deliverable. Once a due date is set, Clear in the picker removes it.
Kanban board: Cards grouped by status column. Drag deliverables between columns to update their status.

Overdue deliverables show a red indicator. Deliverables with file attachments show a file icon.

Right-click a deliverable in the list or on the board, or use its ⋯ button, to change it without opening it. The button appears when you hover a row or card or tab to it with the keyboard, and it is always shown on a phone or tablet. The menu has:

Status: pick any status.
Due date: Today, Tomorrow or Next Monday. Clear appears once a date is set. For any other date, use Open and the date picker on the deliverable page.
Open: go to the deliverable page.

Choosing an item never opens the deliverable, and dragging a card on the board still moves it between columns.

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 open its detail page. You change a value by clicking it. There is no separate edit form for these:

Name: Click the title, type, and press Enter to save.
Status: Click the value and pick any status from the list.
Due date: Click it and pick a date from the calendar, or use a shortcut: Today, Tomorrow or Next Monday. Once a date is set, Clear in the picker removes it.
Notes: Click the notes, type, and click away to save. Cmd+Enter (Ctrl+Enter on Windows) saves too.

Press Esc while typing to cancel and keep the old value. A name can’t be left empty. The project and client are links. To change the project or manage file attachments, click More fields to open the full form. Use Delete to remove the deliverable.

If someone else changed the deliverable after you opened it, a change to the name, due date or notes doesn’t overwrite theirs. Kiaro shows “Couldn’t save. Someone else changed this deliverable. Refreshed to the latest.” and reloads the page with the latest values, so you can make your change again. A status change, and any change made in the list, doesn’t check whether someone else changed the deliverable first.

Export

Export your deliverables list from the list page. Click Export and choose CSV or Excel (.xlsx).