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.
Explore Wrike’s versatile platform
Once you’ve mastered the project milestones and deliverables template, you can start exploring the other benefits Wrike has to offer.
Our award-winning work management platform has plenty of features to help you control your intake, visualize your progress, and tailor your team’s processes. These include: