Project Manager: Deliverables Board
System Setup | Example | Workflow | Deliverable | Resources
The deliverable board allows inline editing and management of deliverables.
This board is designed for users who have a high volume of Deliverables for a single project.
NOTE: This feature is currently in BETA. Please email support@workamajig.com if you would like to test this out and provide feedback.
System Setup
Transaction Preferences
First you will need to enable Use Status with Deliverables from Transaction Preferences > Deliverables.
Global Lists
Once enabled, then Deliverable Status will be available to update from System Setup > Global Lists.
Example
Example Setup
Example Result
Workflow
Once you select a project, you can then group by Task or Status. In either a Card, List of Calendar view.
By Task
By Status
Deliverable
Details
This page shows you the overall feed of what has occurred and Summary info, such as what Task is this currently assigned to.
Conversations
You can start a new Conversation about this Deliverable form the + sign. Or Reply to ones already here.
To Dos
You can add To Dos from the + sign. Additionally if you have Use To Dos with Deliverables checked in Transactions Preferences > Deliverables, then you can turn review comments into a Fix It / To Do item that will list here.
Time
NOTE: In order to enter time from here, the Deliverable must be assigned to a task. Then your Default Service will populate.
Review Rounds
Here you can create and view the Rounds.
