How To Manage Package Deliverables

Modified on Mon, 25 Sep 2023 at 05:54 PM

Once your package is live and onboarding is complete, you can efficiently manage the project's deliverables in collaboration with your expert. Here's how:

  1. Access the Package: Begin by clicking into the package directly from your main dashboard.

  1. View Deliverables: Within the package, you'll find a list of deliverables. Initially, these deliverables will be marked as incomplete.

  1. Edit Deliverables: As an expert or client, you can click the "Edit" button within your dashboard to update the status of each deliverable and include any pertinent notes.

  1. Updated Deliverables: The deliverables are now refreshed with the recent notes and status changes within your dashboard.

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