What is a Deliverable?

Deliverables or activities are the tasks required to progress your project.  There are four available types you can choose

• Internal activity
• External activity
• Internal item
• External item

These items and activities can be customised and configured to suit your organisation's workflows and activities. These can also be renamed to more relevant titles for your organisation, such as Internal meeting, Written advice, NDA, Review contract.

The example below shows three customised deliverables included in the list - Client meeting, Document review, and Internal team meeting. 

External activity

An external activity, such as a meeting, task or interview is created by a buyer or a seller to make a request of the other party to perform a task:

• The user creating the deliverable sets a title and description of the task they want to be completed, and set a due date for completing the work
• The deliverable must be ‘offered’ to the other party before they can start progress
• Both parties may have an assigned user to complete that deliverable
• Only the party completing the work can set the deliverable status to ‘completed’, after entering the delivered date
• The party issuing the request closes the deliverable as a sign that they have approved the work
• The user who created the deliverable will be listed under the Initiator column and the organisation they are from will be listed in the Organisation column.

External item

An external item is created by one party for the other party to complete and has a title, description, and due date. This may be a proposal, notice, document or an actual item such as produce, stationery or wine. An external item:

• Includes units and units of measure to be delivered
• Relates to the delivery of a specific item or items as opposed to a task
• Must be completed and then closed after entering the delivered date

Internal activity

An internal activity is a task to be completed by the internal team. It has a title, description, and due date. For an internal activity:

• The deliverable is created to be performed by an internal collaborator and is not shared or seen by the other party
• An individual user is assigned
• The deliverable is closed after it is completed enabling an internal approval if required

Internal item

An internal item is an external item except that it is an internal request only and is not shared. An internal item is a task to be completed, such as a document, notice or marketing proposal. It has a title, description, and due date. For an internal item:

• The deliverable is created to be performed by an internal collaborator and is not shared or seen by the other party
• An individual user is assigned
• The deliverable is closed after it is completed enabling an internal approval if required