Share completed work as a project delivery review and retain the client’s decision with its revision.
1. Start the review
Open the project’s Delivery Review tab and choose New Delivery Review. Give it a title and describe what the client should check.
2. Add the work
Select relevant project tasks, add labeled work links, or upload the delivery files. Only selected task names are shared; internal notes, rates, and costs remain private.
3. Review sharing
Choose whether to show the work in the client’s existing portal. Check the work and sharing confirmation, then select Publish for Review.
4. Share the intended revision
Under Share Review, choose the private-link expiry, create the link, and copy it for the intended client. No message is sent automatically.
5. Review the client decision
The recipient reviews the work, enters feedback, and chooses Approve Work or Request Changes. Check the saved decision and revision in Delivery Review.
6. Revise when needed
Use Prepare Revised Work after changes. Publishing a revision replaces older review links while keeping earlier work and decisions in your history.