Build a scope of work in Wisegrid

A scope of work is a list of deliverables and what "done" means for each. That is a table, so build it as a sheet: create a new sheet named Scope of Work and give each column a real type. Open Column details from a column header caret to set them:

• Deliverable: Text. One row per thing you are committing to ship.
• Acceptance criteria: Text. The concrete test that makes the deliverable "accepted", not a vague adjective.
• Milestone: Date. When it is due.
• Owner: Contact. Who is accountable.
• Status: Dropdown with Not started, In progress, Delivered, Accepted.

Because each row carries its own acceptance criteria and status, the signed scope and the live tracker are the same object, with no static document to reconcile against a separate plan. Use the Views menu to see the same rows as a Gantt, calendar, card board, or pivot when you need a different angle.

Write acceptance criteria as something you can check off. "WCAG 2.1 AA audit passed" beats "accessible", because everyone can agree when it is true.

A scope of work is stronger next to the documents it depends on. Put it in a project so the whole engagement lives in one place. Open the project (or create one, for example Acme Website Redesign) and use + Sheet to add the sheets that belong together:

• A Project Charter sheet: the why, the goals, the constraints, the stakeholders.
• The Scope of Work sheet you just built: the what and the when.
• A Delivery Plan sheet: the detailed tasks that produce each deliverable.

From the project header you can then roll these up: + New report pulls rows across every sheet into one live cross-sheet view, and + New dashboard puts the KPIs and charts on one canvas the whole team can open. The scope stops being a lonely file and becomes one view of a governed project.

A scope means little if "delivered" and "accepted" are the same click. Add an automation that holds each deliverable for the client the moment it is marked delivered.

Open Automation, create a rule, and build it as one sentence:

• When: Status becomes Delivered (a change trigger, so it fires the moment the owner flips the status).
• Then: Request approval from the client, for example lena.fischer@acmecorp.com.

The approval action is a gate: the rule pauses at "waiting for the approver" and holds there until the client approves or declines. Any actions you place below the gate run only after they approve, so you can, for example, flip the status to Accepted or alert the delivery owner once sign-off lands. Either way you capture explicit, timestamped client sign-off recorded against the row, instead of a "did they ever actually approve this?" email hunt.

Automations, including the approval gate, are included in your plan.

Clients still ask for "the scope document", and you do not have to leave Wisegrid to give them one. Click the printer icon in the sheet toolbar to open Print sheet:

• Keep Include sheet title at top of page on, so the printout is headed "Scope of Work".
• Toggle Include row numbers on or off depending on whether you want the rows numbered.
• The dialog confirms how many rows will print (all 6 here), or how many are visible when a filter is active.

Wisegrid sets landscape orientation by default so the wider columns fit. Click Print and your browser's own print dialog takes over, where you switch to portrait, pick a printer, or Save as PDF to attach to a proposal or email. The output is generated from the live sheet, so it is always the current scope, never a stale copy.