Capturing number of deliverables in projects with multiple tactics | Community
Skip to main content
L
ljorr16
Level 3
November 7, 2025
Solved

Capturing number of deliverables in projects with multiple tactics

  • November 7, 2025
  • 3 replies
  • 144 views

Hello brilliant Workfronters! I have a few folks that want to use one project to manage multiple deliverables (flyers, email, etc.). I know that's not best practice but they insist as they don't want to set up multiple projects. There are also some projects that run all year (say, social posts for the year) and users don't want to open a separate project for every single social post.

 

 What is a good way to "capture" all that work via a custom form so I can "count" it in a chart reporting on number of deliverables completed in a period of time? Multiple "project deliverable" form fields? As in Deliverable 1, Deliverable 2, etc. 

Best answer by Patrick-antegma

Hi ​@ljorr16,

I would add the custom form the to task defining the delivery. Then you can create a task report and filter for task which have a specific custom field which is always presented (you can also hide the field in the Admin Only section).

 

Based on this you get all task with the represent a delivery and group them as needed for your chart.

3 replies

kautuk_sahni
Community Manager
kautuk_sahniCommunity Manager
Community Manager
February 2, 2026

​@rixcy_3206 ​@ninoskuflic ​@Patrick-antegma ​@skyehansen ​@Richard_Le_ Looping you in to see if you might have any insights or best practices to share on this topic. Your expertise would be really valuable, thank you!

Kautuk Sahni
ninoskuflic
ninoskuflic
Level 2
February 2, 2026

Hi ​@ljorr16. Are they uploading documents to create proofs for all deliverables? If yes, you can count documents/proofs and use that for a report. Otherwise, you can also use a milestone? E.g, each “deliverable” can have a milestone of “deliverable” and you can count how many tasks with that milestone you have in a project and use that as a report perhaps? Or just mark it with a custom form on that deliverable task? 

If this solved your issue, please mark it as solved so others can find the solution faster.
    Patrick-antegma
    Patrick-antegmaAccepted solution
    Level 4
    February 2, 2026

    Hi ​@ljorr16,

    I would add the custom form the to task defining the delivery. Then you can create a task report and filter for task which have a specific custom field which is always presented (you can also hide the field in the Admin Only section).

     

    Based on this you get all task with the represent a delivery and group them as needed for your chart.

      L
      ljorr16Author
      Level 3
      February 16, 2026

      Great idea, the consensus seems to be to leverage task forms and create reports from there.

      Thanks WF team!

      Terms & ConditionsAccessibility statement

      Loading footer...