How Do I Use the Engagement List?
The Engagement List helps you track and manage the status of all client engagements in one centralized view.
Why This Matters
Engagements are a core part of firm workflows. The Engagement List gives you visibility into what’s active, what’s awaiting client acceptance, and what’s still in draft—so nothing slips through the cracks.
Table of Contents
Navigate to the Engagement List
Click Tasks in the global navigation.
Select Engagements List.
Understand Engagement List Tabs
The Engagement List is organized into tabs to help you quickly locate engagements by status.
Active – Engagements with a status of Active
All Engagements – All engagements, including drafts
Awaiting Acceptance – Engagements sent to clients and pending approval or rejection
Proposals – Drafted engagements that have not been sent
Review Engagement List Columns
Each tab displays the same set of columns.
Engagement Name – Click to open and review engagement details
Client Name – Click to open the client’s record
Service Items – Service items included in the engagement
Engagement Items – Any engagement-specific items included
Assignees – Team members assigned to the engagement
Status – Draft, Awaiting Acceptance, Partially Accepted, Active, Completed, or Closed
Start Date / End Date
Creation Date
Acceptance Date
Customize the Engagement List
Resize Columns
Hover between two column headers until the cursor changes to arrows.
Click and drag to adjust the column width.
Reorder Columns
Click and drag a column header to move it to a new position.
Filter the Engagement List
Filters help you narrow the list as your number of engagements grows.
Apply Filters
Click the dropdown arrow next to a column header.
Choose how to sort the column (for example, alphabetical or by date).
Select specific values to filter by.
Click Apply.
Tip
To remove a filter, open the same dropdown, click Clear, and select Apply.
Pagination Controls
Use the controls at the bottom of the list to:
Adjust how many engagements display per page
Navigate between pages
Create a New Engagement
Click the Create Engagement button at the top of the page.
Complete the steps in the engagement creation window.
Save or send the engagement as needed.
Summary
The Engagement List gives you a clear, flexible way to monitor engagement status, filter by key details, and jump directly into client or engagement records—all from one place.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.