Viewing Deliverables

  • Updated

This article demonstrates how users can view deliverables.

To access deliverables, go to the "Summary" tab of a title page and then click on one of the orders.

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This will pull up an "Order Details" page with a list of the order items under the "Deliverables & Tasks" tab.  

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The gems under the "Status" column represent each deliverable and the color denotes the current status.

  • Green - Completed
  • Red - Needs Source / Needs Review
  • Transparent - Not yet started

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Clicking on any gem will open a pop-up menu that gives details about the deliverable, including the task type and the status of the task. As the status of a deliverable changes, the color of the gem will change. Screenshot 2026-07-28 at 4.55.15 PM.png

For more detailed information on a deliverable, click on one of the title links to be directed to the order item page. Users will be taken to the Summary tab by default. Click the "Deliverables & Tasks" tab. Users will be able to associate assets, update deliverables, add deliverables, view notes.

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Users can access deliverables from any Order Item page. For more information on how to access order item pages, click here.