A Deliverable is defined as any task that occurs based on a time-frame but is not specific to a date. For example: meeting with a client once a year. Junxure looks for the last occurrence of the task and counts the given time-frame before it adds the new task.
Follow the steps to add a Deliverable Set to an individual record:
It is important to know that Junxure will not begin counting Deliverable dates unless it locates an Action with the appropriate Deliverable keyword. If this is a new client, go to the initial meeting action and assign all the appropriate Deliverable Keywords on that action to "start the countdown." If this is an existing client, you may need to create an action to have a "starting point" for the Deliverables or use an existing action that fulfilled the latest requirement of this deliverable. Once an initial keyword has been added, Deliverables that are closed will have the appropriate keyword automatically added.
See Process and Keywords for more information on assigning keywords to clients.