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Duplicating Engagements
Updated over 2 weeks ago

Duplicating an engagement enables you to create a copy of an existing engagement that needs restarted. This feature saves you time by eliminating the need to set up a brand-new engagement for your client.

Duplicate Engagements

1. Navigate to Work in the global navigation bar.

2. Select Engagement List.

3. Click the Engagement you would like to duplicate.

4. Select to duplicate the Egagement.

5. Adjust any data points needed.

In our example, we'll adjust the start and end dates.

6. Click Save and Send.

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