How It Works

Follow each step in Cards.

  • A Deliverable is the authorized handoff, not simply the latest attachment.
  • Confirm client visibility before sharing.
  1. 01

    Open the connected Deliverable Card after its source work is approved.

    Cards screen demonstrating step 1: Open the connected Deliverable Card after its source work is approved.Open the connected Deliverable after review
    Step 1 screen focusOpen the connected Deliverable Card after its source work is approved.
  2. 02

    Confirm the intended recipient, deliverable description, and delivery criteria.

    Cards screen demonstrating step 2: Confirm the intended recipient, deliverable description, and delivery criteria.Confirm source Action, approving Review, owner, and due date
    Step 2 screen focusConfirm the intended recipient, deliverable description, and delivery criteria.
  3. 03

    Attach the final file or approved link and identify the current version.

    Cards screen demonstrating step 3: Attach the final file or approved link and identify the current version.Attach the approved final file or link
    Step 3 screen focusAttach the final file or approved link and identify the current version.
  4. 04

    Remove private working notes or unrelated internal material.

    Cards screen demonstrating step 4: Remove private working notes or unrelated internal material.Review comments and attachments before delivery
    Step 4 screen focusRemove private working notes or unrelated internal material.
  5. 05

    Complete delivery and verify the Project history records what was sent.

    Cards screen demonstrating step 5: Complete delivery and verify the Project history records what was sent.Verify delivery status from the Project
    Step 5 screen focusComplete delivery and verify the Project history records what was sent.
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