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Prepare Deliverables for contracting
Prepare Deliverables for contracting

When your Deliverable is ready be assigned, mark it as such

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Written by Tech Support
Updated over a week ago

Once you've created a Deliverable, it's important to review its details, upload any reference you might need, and make sure it's ready to go before assigning it to an outside contractor.

  1. Go to the Deliverables screen and click on the name of the Deliverable you wish to prepare for contracting.

  2. On the Details tab, you can review the details of the Deliverable. If you want to change any of them, click the “Edit” button, then the “Save” button when you’re done making changes.

  3. On the Reference tab, you can upload files that the contractor can use as reference when creating the Deliverable. (See “Upload Deliverable References” for details.)

  4. When you're satisfied with the Deliverable's details and references, click the "Mark Assignable" button to change its status from "draft" to "assignable."

Batch Assignables

If you have several Deliverables that all need to be marked "assignable," you can mark them all at once on the Deliverable screen.

  1. Go to the Deliverables screen.

  2. Check the box for each Deliverable you want to mark "assignable."

  3. Choose "Mark Assignable" from the "Action" drop-down menu.

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