Add a deliverable to a project
A deliverable is used to divide a project into manageable and actionable tasks. It represents a specific, tangible outcome, such as creating a new social media campaign or designing a landing page, with a defined role in the marketing funnel.
You can add a deliverable to a project manually or you can use AI to generate it.
Add a deliverable manually
To add a deliverable to a project manually:
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In the Stream navigation menu, click Projects, then click the name of the project that you want to add a deliverable to.
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On the project details page, on the List tab, click Add deliverable.
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In the New deliverable pane, in the Deliverable name field, enter a descriptive name for the deliverable, up to to 255 characters.
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In the Due date field, select the due date from the calendar. The system calculates and displays the remaining days to complete the deliverable in the Days remaining field.
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In the Funnel stage drop-down list, select the deliverable's role in the marketing funnel:
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Top (or awareness stage) - introduce your brand to a broad audience.
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Middle (or consideration stage) - nurture customer interest and guide them toward a decision.
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Bottom (or conversion stage) - drive prospects to take action, such as purchases or sign-ups.
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In the Funnel tactics drop-down list, select a predefined tactic, such as Email and Billboards, or enter a custom funnel tactic. Make sure this tactic aligns with the selected funnel stage.
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Optionally, in the Label field, enter or select up to five tags to categorize the deliverable.
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When you're happy with the changes, click Save.
You've now successfully added a deliverable to the project. Repeat this process to add more deliverables as needed or add tasks to split the deliverable into actionable items.
Add a deliverable using AI
You must have at least one deliverable in your project before Stream can generate deliverable suggestions.
To add a deliverable to a project using AI:
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In the Stream navigation menu, click Projects, then click the name of the project that you want to add a deliverable to.
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On the project details page, on the Funnel tab, click Suggest deliverable.
Sitecore Stream will generate a suggested deliverable appropriate for the funnel stage.
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To accept a suggestion, click Keep next to the deliverable you want to save. The deliverable is added to the corresponding funnel stage column.
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To view or edit the details generated by AI, on the List tab, click the name of the deliverable and make your changes.
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When you're happy with the changes, click Save.