After you start a project via quick review or by submitting a work request, you can create deliverables for it. Deliverables are output pieces of projects, like postcards, table tents, booklets, photography, body copy, and more. Projects can have one or multiple deliverables. Create as many deliverables as you need for each project.
For each deliverable, you can upload proofs and route those proofs as part of the project. Add deliverables to projects, close them when the project is complete, or delete them if they aren't needed.
All deliverables for a project are listed on each project's page, along with a timeline for each deliverable.
To add a new a deliverable to a project, select an in-progress project from the project details page then click "Create deliverable" in the Deliverables area.
Enter information about the deliverable, including a name, start and due dates, a description, the deliverable manager, and proof provider. The deliverable manager is responsible for the creation and management of the deliverable and will default to the proof provider's name, but you can change that when creating each deliverable.
Click "Save and proceed" to continue setting up the deliverable or "Save for later" to come back and add more details at another time.
Next, you'll set up review stages to route the deliverable.
If a deliverable still needs information before it can be routed for review, "Needs Setup" will be indicated on the project details page.
Add deliverables to project requests
If you already know the deliverables that will be needed when you're requesting a project, you can add them to the form before submitting the request.
As a project creator, you can close a deliverable for a project if it's no longer needed or after review is complete. When a deliverable is closed, reviewers can no longer comment on it or provide feedback.
Deliverables can be closed for proofs that are that in review, with review completed, or for proofs that are needed, and for in-progress projects. Deliverables must be closed individually for each project.
To close a deliverable, click the project name, select the deliverable, then click Close Deliverable in the project's details.