How To Update & Complete Package Deliverables

Modified on Mon, 25 Sep 2023 at 06:18 PM

        To manage deliverables within a Live package, follow these steps:


        Access the Live Package:


  1. From the main dashboard, click into the Live package you're working on.


        Edit Deliverables:


  1. Next, click Edit on any of the deliverables.



        Updating Deliverables:


  1. A pop-up window will appear, allowing you to select the current stage of the deliverable and add notes (comments) for the client's view.


        Follow this guide for each deliverable stage:

 

In-progress

The deliverable has been started but not fully completed.

Completed

The deliverable has been fully completed.

Incomplete

The deliverable is not fully completed; experts are advised to provide explanatory notes.

Not Applicable

The deliverable is unnecessary due to time constraints or project specifics; experts are advised to provide explanatory notes.




        Update for Client:


  1. The updated deliverable status and notes will be visible to the client.


  1. Once all deliverables are complete, the Release Payment button will change from gray to green.


        Request Payment Release:


  1. When all deliverables are finished, press the now-green Release Payment button to request payment release from the client.


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