Skip to main content

πŸ“¦ Deliverables Widget

The Deliverables Widget is used to track, organize, and manage deliverables for a project, client, or task. It allows you to break work into clear items, organize them into a hierarchy, assign responsibility, track progress, and manage deadlines β€” all in one place.

What Is a Deliverable?​

A deliverable represents a piece of work that must be completed. Deliverables can:

  • Be grouped under projects, clients, or other records
  • Contain sub-deliverables
  • Have due dates, statuses, and milestones
  • Be assigned to team members

Layout Overview​

The Deliverables Widget has three main areas:

1. Toolbar (Top)​

Used to add, organize, and filter deliverables.

2. Deliverables List (Center)​

Shows deliverables in a structured, expandable list.

3. Details Panel (Right)​

Displays detailed information for the selected deliverable.

Adding Deliverables​

To add a new deliverable:

  1. Click the οΌ‹ Add Deliverable button
  2. A new deliverable appears in the list
  3. Rename it by double-clicking the name

You can add deliverables at any time and reorganize them later.

Creating Sub-Deliverables​

Deliverables can be nested to represent phases or steps.

To create a sub-deliverable:

  1. Select a deliverable
  2. Click Make Child
  3. The deliverable becomes nested under the selected parent

Use this to break large tasks into smaller parts.

Renaming Deliverables​

  • Double-click a deliverable name to edit it
  • Press Enter or click away to save

Names update instantly.

Selecting a Deliverable​

  • Click a deliverable to select it
  • The selected deliverable is highlighted
  • Toolbar actions apply to the selected deliverable

Reordering Deliverables​

You can change the order of deliverables using the toolbar:

  • β–² Move Up
  • β–Ό Move Down
  • β—€ Promote (move up one level)
  • β–Ά Make Child (nest under another deliverable)

This helps reflect real project structure.

Collapsing and Expanding​

Individual Deliverables​

  • Click the arrow next to a deliverable to expand or collapse its children

All Deliverables​

  • Use Collapse All / Expand All to control the entire list

Marking Deliverables Complete​

Each deliverable has a completion indicator:

  • Click the check icon to mark it Delivered
  • Click again to return it to Draft

Completed deliverables can be hidden or shown.

Hiding Completed Deliverables​

Use the Hide Completed option to:

  • Focus on active work
  • Reduce visual clutter

You can always show completed items again.

Searching Deliverables​

Use the search bar to:

  • Find deliverables by name
  • Filter results instantly

Search works across all visible deliverables and groups.

Grouped View​

When working across multiple projects or targets, deliverables may appear grouped.

Groups can be:

  • Expanded or collapsed
  • Labeled clearly (Project, Client, etc.)
  • Managed independently

You can add deliverables directly inside a group.

Viewing Deliverable Details​

Click Details on a deliverable to open the side panel.

The details panel allows you to view and edit:

  • Name and description
  • Status
  • Assigned team members
  • Start, due, and completion dates
  • Related project, client, or employee
  • Milestones

Changes save automatically.

Assigning Team Members​

Within the details panel, you can:

  • Assign responsibility
  • Set who manages the deliverable

Assignments help clarify ownership.

Using Milestones​

Each deliverable can contain milestones.

Milestones allow you to:

  • Track key steps
  • Set milestone dates
  • Reorder milestones
  • Mark milestones complete

Milestones appear under their deliverable and update in real time.

Deleting Deliverables​

To delete a deliverable:

  1. Select it
  2. Click Delete
  3. Confirm the action

⚠️ Deleting a deliverable also removes its sub-deliverables and milestones.

Read-Only Mode​

Some users may have view-only access.

In read-only mode:

  • Editing is disabled
  • Deliverables cannot be moved or deleted
  • Details are visible but not editable

Tips for Best Use​

  • Use hierarchy to break down complex work
  • Track progress using statuses and milestones
  • Hide completed items to stay focused
  • Keep deliverable names short and clear
  • Use the details panel for deeper tracking

Summary​

The Deliverables Widget provides a structured, flexible way to manage work from start to finish. Whether tracking a single project or coordinating across multiple efforts, it keeps deliverables clear, organized, and accountable.