Deliverables (formerly known as Tasks) are the smallest units of a project in Monograph. Think of them as cells in a living organism. Ideally, each deliverable indicates an activity that must be done. For a project to be considered complete, each of the deliverables within the project must be complete.

All users, regardless of their permissions, can interact with deliverables in the following ways:

Only Admins or users with "Edit projects" or "Edit assigned projects" permissions enabled can assign, create, edit, or delete deliverables for all projects or assigned projects. Additionally anyone with "view or create project" permissions can be selected to be mentioned.

🎓 Looking for an overview of all of your deliverables? Click here to learn about the Deliverables Overview page.

Monograph allows you to add as many deliverables to a project as you need. These deliverables can then be assigned to a phase and tied to a milestone.

From the Projects page, select the project to which you'd like to add a deliverable. In the project's sub-menu, go to Deliverables to open a list of the project phases. This will also include any milestones or deliverables associated with a phase.

By default, this page is sorted based on the following order:

Click Add deliverable in the applicable phase or specific milestone to create the deliverable. A pop-up will appear with the following:

Once all of the necessary information has been added, click Create to save the details and go back to the project's Deliverables page.

To note: if a deliverable isn't attached to a milestone, it will appear in the "Other Deliverables" section of the Deliverables page.

Click on a deliverable's name to open it's Details page. Here, any of the details (including the name, phase, milestone, and description) can be edited by clicking on Actions in the upper right corner. If the Due date or Assignees need to be edited, they can be adjusted in the applicable Date & Assignees fields.

If you collaborate with consultants on deliverables, they will not be able to edit any details related to the deliverable.

Comments can be left by team members in the Add comment field. Comments will show who left the comment and when. Hover over the time stamp on the comment to show the specific date and time that the comment was left.

Use an @mention to tag team members and bring deliverable comments or updates to their attention. If a collaborative consultant leaves a comment, their name will appear followed by their company's name.

The person who was mentioned will receive a notification via email or in-app (if applicable, based on their settings) that includes the comment.

🚨 If you extend a phase's end date or move a phase into the future, any associated deliverables' due dates will adjust based on the phase's new end date.

Please note that this will only affect deliverables with future due dates. If there is a deliverable with a due date in the past, it will not be adjusted and will need to be manually edited if necessary.

When a consultant is invited to a project, you can collaborate with them by assigning deliverables for their team to complete.

If the company has not already been invited to collaborate, a pop-up will appear after they are selected that will prompt you to invite the consultant.

After the consultant company has accepted the invitation, they can view the details of the deliverable and leave comments as needed. If they are assigned a deliverable, they can mark that deliverable Complete on their end, or they can reassign it back to your firm if further action is needed on your end.

To note: only one consultant company can be assigned to a deliverable at a time.

Once a deliverable has been completed, open the deliverable as if you are going to edit and then select the Mark as complete button in the upper right corner.

If a deliverable is marked as complete prematurely or more work needs to be done, click on the Mark as incomplete button to mark the deliverable as incomplete.