03 / KEEP DELIVERIES ON TRACK Learn by doing

See what you need
to deliver this week.

Start the week knowing what’s due, which decisions are waiting on you, and what has already slipped.

VIDEO GUIDE2 min 02 sec4 min readPrefer to read?

By the end, you’ll have checked this week and next, narrowed the calendar to your own work, and opened today’s review requests and overdue deliverables.

Before you start

  • A role that can view projects. Plan mode is hidden without it.
  • At least one project with deliverables that have due dates and owners. See “Plan client deliverables, deadlines, and owners.”

Watch the walkthrough

English · Captions · 02:02
WRITTEN GUIDE

Your week in one pass: what’s due, what’s waiting on you, what’s late.

You work on two client projects, Harbor & Pine and Lumen Bay. Some deliverables are yours, some are Jordan’s, Jordan is waiting for your review of the launch spot, and one of your deliverables is already past its due date.

You’ll open the calendar in Plan mode, check this week, keep only your own work, glance at next week, then open today for review requests and overdue work. Sign in to YetOnePro and open your workspace to follow along.

  1. 01

    Open the calendar in Plan mode

    Click Calendar in the left sidebar and choose Plan. Plan mode shows what’s due, and who owns it. Month gives you the big picture.

  2. 02

    Read the red cards

    Red cards are overdue: the due date has passed, and the work is still open. They stay red until someone delivers the work.

  3. 03

    Open this week

    Click this week’s number, or switch to Week. Each card sits on its due day, with the project, the owner and the status. At first you see the whole team’s deliverables, yours marked You.

  4. 04

    Spot what’s waiting on you

    Awaiting review means someone is waiting on a decision from you. In the example, Jordan needs your review of “Launch spot, 30 s.”

  5. 05

    Keep just your own work

    Turn on Assigned to me. Only your deliverables stay, plus every review request for you, even on deliverables someone else owns.

    A card marked In review is your work waiting on someone else’s decision, here your billboard, in review with Jordan.

  6. 06

    Narrow to one client, or bring back finished work

    Project narrows the calendar to one project. Show completed brings back finished work, which is hidden by default.

  7. 07

    Glance at next week

    Click › to look at next week, so Monday doesn’t catch you off guard. Then click Today to come back.

  8. 08

    Open today

    Click today’s date at the top of its column to open the Day view. It splits the rest of the list into three groups:

    • Due today: deliverables due today.
    • Review requests: every decision waiting on you.
    • Earlier deadlines · still open: overdue work that’s still open, no matter how old it is.
  9. 09

    Open an overdue deliverable

    Click an overdue card, here “Shelf mockup.” The panel shows its due date and who it’s assigned to. Open deliverable takes you straight to it in the project.

  10. 10

    Open a review request

    A review request works the same way. Click it, here “Launch spot, 30 s” under Review requests. The panel shows when the review is due and who requested it. Open review takes you to the deliverable, where you approve it or request changes.

    In short: once a week, open the calendar in Plan mode. Check the week, turn on Assigned to me, then open today for review requests and overdue work.

    Who sees Plan mode. Plan mode needs a role that can view projects. Without it, the calendar shows only Activity.

Check the result

  • Plan mode shows this week’s deliverables on their due days.
  • With Assigned to me on, only your deliverables and the reviews waiting on you remain.
  • Today’s Day view lists Due today, Review requests and Earlier deadlines.
  • Red cards are deliverables whose due date has passed and that are still open.

If it didn’t work

I don’t see Plan in the calendar.

Plan mode needs a role that can view projects. Ask a workspace admin to check your role.

Assigned to me hides a review I was asked for.

It doesn’t. Review requests for you always stay, even when someone else owns the deliverable.

Where did a finished deliverable go?

Completed work is hidden by default. Turn on Show completed to bring it back.

An overdue deliverable from weeks ago isn’t on this week’s view.

Open today in the Day view. Earlier deadlines lists overdue work that’s still open, no matter how old it is.