How to Track Client Deliverables Without Endless Email Threads
Managing client projects shouldn't require 20 spreadsheet tabs. Use this workflow to manage client deliverables with total transparency.
Step 1
Create a Dedicated Client Project Workspace
Set up a client project in Clarity with designated review columns: Backlog, In Production, Client Review, and Approved.
💡 Pro Tip: Clear column titles prevent clients from commenting on half-baked drafts.
Step 2
Attach Design Mockups & Cloudinary Assets
Upload design files and specification attachments directly to task cards for one-click asset previews.
💡 Pro Tip: Centralized file attachments eliminate lost email attachments.
Step 3
Record Async Video or Voice Handover Notes
Provide a 1-minute voice walkthrough explaining deliverable revisions so stakeholders can approve faster.
💡 Pro Tip: Voice summaries cut revision cycles in half.
Key Takeaways
- Clear milestone handoff checkpoints
- Centralized attachment previews
- Async status notes for busy clients
- Clean timeline mapping