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Client deliverable vs. Internal Deliverable

Given the latest feature release makes any files that are in a "Client Deliverable" item marked as "Client visible," there should be an option created to convert types of deliverables. If something should not be visible to the client, it should be able to easily be changed from a non-client deliverable without having to create a whole new deliverable. As of now, client deliverables can only be converted to events, events can only be converted to client deliverables, and internal deliverables cannot be converted at all. There are many deliverables that were set up as client deliverables but we would not want them to be visible to the client until the final version has been fully prepared and reviewed

  • Guest
  • Dec 7 2022
  • PM Refinement
United States
  • Guest commented
    April 27, 2023 16:13

    @Courtney Powers, has there been any movement on this idea? Our team is also running into similar issues not being able to convert deliverable type.

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  • Alexander Burr commented
    February 21, 2023 17:13

    I would add, that you cannot drag or drop tasks/subtasks between client and internal. If the work item has no files attached to it, we should be able to convert them.

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  • Admin
    Courtney Powers commented
    December 12, 2022 18:46

    Hi everyone! Thank you for submitting and voting on this idea! We've assigned this to our team and they'll be in touch as they begin exploring this. Thank you all again!

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