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Deliverables

Deliverables at /items/deliverable tracks client-facing outputs: the artifacts the tenant owes, each with a status, an owner, and a due date. Internal steps toward them live at Tasks; the projects they roll into live at Projects; the full model lives on the Work items hub.

  • Tabs split the list three ways: All Deliverable, Active Deliverables, Internal Review. Search, sort, columns, and filters narrow the rows; New Deliverable creates top-right.
  • The table lists title, status, owner, due date, project, type, and effort per row.
  • Completed rows with no owner are history without accountability — fine for the archive, a warning for anything active.
Deliverables at /items/deliverable: deliverable tabs above a table with title, status, owner, due date, project, type, and effort columns
  • A deliverable without a due date is a wish. A deliverable without an owner is two wishes. Set both before the work starts, not after it slips.
  • Deliverables and Tasks are work items: their types, fields, and defaults live under Work Item Types, and their statuses run inside Settings Workflows. Move a row only when the work actually moved.
  • Repeatable outputs start from Templates. If the same deliverable gets rebuilt every engagement, the template should exist.
  • Work items: the hub — hierarchy, lists, customization, workflows, approvals, sessions.
  • Projects: the hierarchy deliverables roll into.
  • Tasks: the internal steps behind each output.
  • Templates: repeatable shapes for recurring outputs.
  • Work Item Types: the types, fields, and defaults behind these rows.