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System Setup | Example | Workflow | Deliverable | Resources

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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.

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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.

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Example

Example Setup

Example Result

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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

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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.

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Resources

Deliverables

Deliverable Status

Deliverable Types