Client Portal Tracker (Deliverables and Approvals)

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Client Portal Tracker (Deliverables and Approvals) — page 1

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Client portal tracker — how to use
1. On the Tracker sheet, list each deliverable once: what it is, who delivers it (Studio or Client), the due date.
2. Pick the status from the list: Not started, In review, Changes requested, Approved. Type the approval date when it is approved.
3. Rounds used counts review rounds. Rounds left = rounds included − rounds used; a negative number means the extra round should be quoted.
4. Change the As of date to today. Days overdue, Waiting on and the summary are formulas; do not type over them.
5. The check under the table says OK when every deliverable has a due date and every approved one has an approval date.
6. Share the tracker with the client in one room instead of by email: they open it with a one-time code, without an account.