A statement of work where every deliverable has a definition of done, an owner, a date, and an acceptance test. Describe the engagement you just sold and a Taskade Genesis app returns the scope as structured records: deliverable, format, acceptance criteria, dependency, client responsibility, and the exclusions that keep the project from quietly doubling in size.
The Project Portal is a live Taskade Genesis app embedded on this page. It is a delivery workspace rather than a statement of work, but it is the closest starting point, because a scope line and a deliverable line are the same record seen at different moments. Try it here, then click "Use this app" to clone it in about ten seconds and describe your own engagement so every deliverable carries acceptance criteria and an owner.
The difference between a scope document and a scope system is that the system stays true. Each deliverable is a live record, so when the delivery team marks it complete, the scope document is already updated. Workspace DNA makes it self-maintaining. Memory holds the proposal, the discovery notes, and every clarification the client sent by email. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, writes acceptance criteria that are testable rather than aspirational and spots the deliverable with no owner. Execution raises a flag the moment a client dependency goes past its date.
Read the same scope in whichever layout the conversation needs:
- Table view for the full scope grid with deliverable, criteria, owner, and due date
- List view for the readable document you attach to the contract
- Board view for tracking each deliverable through draft, in progress, in review, and accepted
- Gantt view for the sequence and the dependencies between deliverables
- Plus the rest of the 7 project views
Automations enforce the scope. Connect Taskade automations and a deliverable marked accepted triggers the invoice milestone, notifies the client contact, and unlocks the next phase. A client input that is three days overdue posts a polite reminder into the shared channel. With 100+ bidirectional integrations, Gmail and web forms pull approvals in while Slack, Google Calendar, and Google Drive push status, dates, and the signed artifacts out.
The AI agents inside the app carry 34 built-in tools including file analysis, web search, persistent memory, and multi-agent collaboration. Feed the agent the proposal and it will draft acceptance criteria for every deliverable, then challenge the vague ones: "improve reporting" becomes "one dashboard, five named metrics, refreshed daily, signed off by the finance lead."
Clone it, invite the delivery team, and the scope belongs to you. No per-seat tax before a subcontractor can read what they are building.
Start a fresh version in Taskade Genesis, see how other firms structure delivery in the Community Gallery, or learn the field types behind the grid in Learn. Build the scope from the sale using Write a Consulting Proposal From Discovery Notes, then run the work itself with Track Deliverables Across Every Client Engagement.
Frequently Asked Questions
What makes an acceptance criterion good enough to hold up?
It has to be checkable by someone other than you. The agent rewrites soft language into an observable test: a named artifact, a quantity, a format, a reviewer, and a date. If a criterion cannot be checked without a debate, the agent flags it and proposes a version that can.
Can the statement of work stay in sync with the actual project?
Yes, because it is the same data. The deliverable records in the scope are the records the delivery team works. When status changes on the board, the scope table shows it immediately, which removes the classic problem of a signed document that stopped being true in week two.
How do I handle client responsibilities and dependencies?
Give them their own records. The app creates a client obligations section with owner, date, and impact if late, so a delay caused by missing data is visible in the same place as your own progress. That single change prevents most end-of-project disputes about who slowed things down.
Does it produce something I can attach to a contract?
The List view reads as a clean document you can export or share as a link, and the Table view carries the detail your delivery team needs. Many consultants attach the readable version to the contract and give the client a live link to the tracked version, which is where the portal build comes in.
Can I reuse a scope across similar engagements?
Yes. Clone the app for the next client and ask the agent to adapt the scope to a new industry, size, or timeline. Because your proven deliverables and criteria are already written, a second engagement of the same type is usually a ten-minute edit rather than a fresh drafting session.
What happens when the client asks for something outside the scope?
The exclusions block gives you the polite reference point, and the change order flow gives you the mechanism. Pair this with Draft a Change Order When Scope Moves so an out-of-scope request becomes a priced, dated addendum instead of unpaid work.
Is this useful for a small engagement, or only large ones?
It pays off fastest on small ones. A two-week project rarely gets a formal scope document, which is exactly why small projects drift. Ten minutes producing five deliverables with acceptance criteria is the cheapest insurance available on a short engagement.
Who should own each deliverable, me or the client?
Name a single accountable owner on your side and a single approver on theirs for every deliverable, and write both into the record. Shared ownership is the most reliable way to produce a deliverable nobody finished, because two people each assume the other has it. Where a deliverable genuinely needs joint work, split it into two records with two owners rather than blurring one. The app also asks who signs off, which is a different question from who does the work and the one that most often goes unasked until the week it matters.
