4. Create deliverables

• How do I add a deliverable? 
• How do I add information to a deliverable? 
• How do I a pick date years from now? 
• How do I change the deliverable status?
• How do I set a reminder?
• Can I add a reminder to my calendar?

 How do I add a deliverable?

1. Click on the project to open it
2. Click on the Deliverables tab
3. Click on the green plus button at the bottom right of the workspace
4. Type a title for the deliverable
5. Select a workflow type from the drop down menu
6. Click the green Create button
7. Enter relevant information and attachments, which autosaves
8. Click Back to Project summary to exit deliverables workspace

Note: Additional deliverables can be added in the deliverables workspace by clicking the green plus button at the bottom right

How do I add information to a deliverable?

1. Click on Projects menu
2. Click on the project you want to update
3. Click on Deliverables in Project summary page
4. Click the deliverable you want to update
5. Scroll down to the deliverable details
6. Click Select an option..., Enter text, Enter a number or Click to enter date, if there is information already in the field click on that information to update it

How do I set a reminder?

To set a reminder for a person outside your team or organisation:

1. Click on the project in the Projects screen
2. Click on the Deliverables tab and select the deliverable you want to update
3. Enter the due date, if not already set
4. Click on the Share button to view the Set reminder window.  It's located to the right of the Due date field
5. Type the recipients/s email/s
6. Type a reminder message
7. Enter the number of days before the due date that the reminder is due
    
    
8. Select the box to share document attachments with the reminder
9. Click on Save reminder.  The reminder will go out in the form of an email with your message and a link to documents, or an option to download the document

Can I add a reminder to my calendar?

1. Click on the project in the Projects screen
2. Click on the Deliverables tab and select the deliverable you want to update
3. Enter the due date, if not already set
4. Click on the calendar icon next to the Due date

A calendar invite will download, and you can then open and save it to your calendar.

How do I change the deliverable status?

Deliverables can be updated from two locations – in a project's Deliverables tab or at Worklist in the side menu 

Project Summary

1. Click on the project in the Projects screen
2. Click on the Deliverables tab
3. Click on the deliverable you want to update
4. Click the green menu icon and select the status (Close, Hold, Cancel) or select the Close button

To close from the Worklist

1. Click on Worklist from the side menu 
2. Find the deliverable you wish to close
3. In the Action column, click on the Close button or
4. Click the green menu button to select the status (Close, Hold, Cancel)

Note: When you select Close, the Delivered date will update to today's date.

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