Creating an automatic deliverable

You may want to create matters with deliverables that are added automatically to projects. This is convenient for project types that are frequently used. This saves the team time and ensures a consistent process is followed.

An example of this would be a Contract Review deliverable or Conflict Check. When the user creates the project, it can automatically include, deliverables, document templates and links.

To add deliverables to a workflow

1. On the side menu, click Settings
2. Click on Workflow in the left side menu
3. In Available workflows click on the workflow to add a deliverable to
4. Scroll down, under Workflow summary, click on the Linked deliverables tab
5. Click on the green plus  button to add your deliverable to this project type
      
6. Enter the Deliverable title
7. Enter the deliverable description
8. Enter the due date (this is the number of days after the project creation date. This is not mandatory)
9. Select the workflow from the dropdown list
10. Click Save
11. Repeat these steps if more deliverables are desired
12. To sync the changes, click on Custom fields in the left hand menu, select the changed field group under Field groups and click on the orange icon to synchronise the changes to existing projects.  Learn more about applying changes