View engagement status, details, signers, and linked tasks for a client directly from the Canopy Practitioner App — this is a read-only view; creating engagements from mobile isn't supported yet.
⚠️ Required Plan/Permissions: You must have Engagement permissions toggled on.
Why It Matters: Checking engagement status used to mean switching to desktop. Now you can confirm where a client stands — and resend an unsigned engagement — without leaving the app during a client call or between appointments.
Table of Contents
Access the Engagements Tab
Open the Canopy Practitioner App.
Tap the Clients tab.
Select a client, or use the search bar to find one.
Scroll the client record tabs to the right and tap Engagements.
You'll see a list of engagements for that client, including the date sent, title, and status.
⚠️ Status values include Draft, Awaiting Acceptance, Partially Accepted, Active, and Complete. How the list or detail view visually differs by status isn't confirmed yet — flagging rather than guessing.
View Engagement Details
Tap an engagement in the list to open it.
You'll see the engagement's sent date, status, and title at the top, along with three tabs: Details, Signers, and Tasks.
Tap Details to view the engagement itself.
Tap View to open a copy of the proposal PDF.
The Details tab also shows total proposal value, service types, assignees, date sent, start date (on acceptance or a set date), and end date (if applicable).
Check Signers & Signature Status
Tap the Signers tab to view everyone listed on the engagement.
This shows whether each signer has signed yet.
Resend an Unsigned Engagement
Skip this section if the engagement is already fully signed.
From the engagement detail view, tap the three-dot icon in the upper right corner.
Tap Resend to send the engagement to outstanding signers.
View Linked Tasks
Tap the Tasks tab to view tasks linked to the engagement.
From here, you can manage tasks directly — add subtasks, files, and notes; update status and priority; send and reply to comments; and edit task details.
📄 See Manage a Task on Mobile for full task management step
Summary
The Engagements tab on a client record gives practitioners mobile visibility into engagement status, details, signers, and tasks. From there, you can also resend an engagement to any signers who haven't yet completed it.
Need Help?
Contact Canopy Customer Support or ask Penny, our AI Support Bot, for help.