Deliverables are the heart of any project, and they can be difficult to track without a clear template. ClickUp's Deliverables Template makes it easy to manage all your deliverables in one place so you never miss a deadline again.
This template comes with custom tools for managing deliverables and tasks, as well as visualizations to help you:
- Track progress with key metrics that show how you’re doing
- Prioritize work based on impact and effort levels
- Organize tasks into manageable chunks that are easy for teams to digest
Whether you’re managing a small project or an entire project portfolio, ClickUp's Deliverables Template has everything you need to keep your team on track!
Benefits of a Deliverables Template
Deliverables templates are a useful tool for managing projects of all sizes. Through their use, you can:
- Increase efficiency by streamlining processes for creating deliverables
- Ensure consistency and accuracy in content and format
- Ensure that all stakeholders are on the same page regarding project expectations
- Save time by eliminating the need to recreate deliverables from scratch
Main Elements of a Deliverables Template
ClickUp's Deliverables Template is designed to help you visualize, document, and track the progress of your projects. This List template includes:
- Custom Statuses: Create tasks with custom statuses such as Complete, For Approval, In Progress, On Hold, and To Do to keep track of the progress of each deliverable
- Custom Fields: Categorize and add attributes to manage your tasks such as RAG Status, Project Phase, Duration, Approver, and Completion Status
- Custom Views: Open 5 different views in different ClickUp configurations, such as the Deliverables, Team Status, Status Board, Schedule, and Getting Started Guide so that all the information is easy to access and organized
- Project Management: Improve deliverable tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Deliverables Template
Creating a list of deliverables for a project can help ensure that you and your team remain on track and make sure that all tasks and deadlines are met. Here are the key steps to follow when creating your own project deliverables list:
1. Define your project
Before you can start creating your deliverables list, you need to first define the project. What are you trying to achieve, and what are the key objectives? If you have a project plan, use it as a guide for creating your list.
Create a Doc in ClickUp to outline the overall goals and objectives of the project.
2. Brainstorm deliverables
Next, you’ll want to brainstorm all of the deliverables that are necessary to complete the project. This could include anything from tasks and milestones, to documents and presentations.
Use a Whiteboard in ClickUp to brainstorm deliverables and organize them into categories.
3. Prioritize tasks
Once you have a list of deliverables, you should prioritize them based on their importance. This will help you and your team focus on the most important tasks first.
Create Goals in ClickUp to prioritize and track progress on your most important tasks.
4. Create a timeline
Next, you should create a timeline for the project. This will help you stay organized and ensure that you’re on track to meet your deadlines.
Use the Gantt chart in ClickUp to create a timeline that visualizes the start and end dates for each task and deliverable.
5. Assign tasks
Now that you have a timeline and a list of deliverables, you can start assigning tasks to your team. Make sure to assign tasks that are within the capabilities of your team members, and don’t forget to assign yourself tasks as well.
Create tasks in ClickUp for each deliverable and assign them to the appropriate team member.
6. Monitor progress
Once tasks have been assigned, keep an eye on progress and make sure that everyone is on track. If someone is having trouble with a particular task, offer your assistance and help them out.
Use the Board view in ClickUp to visualize the progress of each task and deliverable.
Get Started with ClickUp's Deliverables Template
Project teams can use this Deliverables Template to help everyone stay on the same page when it comes to tracking tasks and meeting deadlines.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to streamline your deliverables process:
- Use the Deliverables View to track and organize your tasks and deadlines
- The Team Status View will help you monitor team members’ progress on each task
- The Status Board View will give you a visual representation of the project’s progress
- The Schedule View will help you plan out tasks and ensure they are completed on time
- The Getting Started Guide View will provide you with an easy-to-follow checklist to help you get started
- Organize tasks into five different statuses: Complete, For Approval, In Progress, On Hold, To Do, to keep track of progress
- Update statuses as you progress through tasks to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity