Project Deliverables Template

Set your projects up for success

For a project to perform well, you need to determine each of your goals from the start and decide what actions need to be completed to achieve them. 

However, this is easier said than done. You should consider using a deliverables template if you need some help with the following activities:

• Identifying deliverable tasks
• Boosting task visibility
• Monitoring project updates

Wrike’s project deliverables template can overcome these obstacles, enabling you to:

• Differentiate between deliverables and non-deliverables
• Get a bird’s-eye view of your team’s workload
• Track task status to ensure your projects stay on course

So, how do you actually use the project deliverables template in your Wrike workspace? All you need to do is follow these three steps.

Step 1: Categorize your tasks

From your Wrike homepage, enter the “Project Deliverables” space. Your folder with sample projects will appear on the left-hand side — select one to open it up.

Now you’re in the project table view, you can separate your deliverables from non-deliverables. Click the three dots on the top-right of your screen and select “Manage Custom Fields.” Select “Deliverable Tasks,” which will appear as a checkbox column, enabling you to clearly mark deliverables. 

Step 2: Visualize your deliverables

Next, you can head to the pre-built “Project Deliverables” dashboard. Two widgets will appear: “Deliverables” and “All Other Tasks.”

If you mark a task as a deliverable, it will automatically appear in the left widget. If not, it will be placed in the right one.

Step 3: Get a full project overview

For a more detailed summary of your tasks, head over to the “Deliverables Report.” 

Here, you will see the corresponding projects and folders to which the tasks belong, as well as start dates, due dates, and task statuses.