Deliverable tracking for architectural consultants in Notion

What counts as a deliverable?

Anything you have promised to hand over: a report, a drawing mark-up, a specification section, a site memo, a presentation. If it has an owner and a date, it belongs in the register. If it is only in an email thread, it will be forgotten.

Which properties does each deliverable need?

How do you set up the views?

1. 1

   Due in 14 days

   Filter out closed items, sort by due date, group by owner.

2. 2

   Overdue

   Due date before today and status not issued or closed.

3. 3

   Awaiting client

   Status client review, sorted by date issued, for chasing.

4. 4

   By engagement

   A linked view on each engagement page.

5. 5

   Workload

   Group the 14-day view by owner to see who is overloaded.

How do you manage client comments?

Log each client comment as an entry related to the deliverable, with your response and a status. When all comments are resolved, the deliverable can close. It keeps a clear record of what was asked for and what you did.

• Notion for architectural consultants: the complete guide

Frequently asked questions

How do I track deliverables in Notion?

In a database with owner, due date, status, version and engagement, plus views for due soon, overdue and awaiting client.

Can I see deliverables across all clients?

Yes, with a view of the one Deliverables database filtered to the next 14 days.

How do I manage versions?

Use a version property and a short change note, and link to the issued file.

How do I record client comments?

As linked review entries with your response and a resolved status.

Should deliverables have one owner?

Yes. A single named person prevents tasks falling between two people.