The Engagements List in Canopy is the main hub for managing engagements. This is the place to keep track of all drafted, pending, active, and expired engagements. Let's find the feature in Canopy and then go over the basic elements of the Engagements List!
Find the Engagements List
1. Click Work in the global navigation bar.
2. Select Engagements List.
Gorgeous, now you're on the Engagements List! Now, let's take a look at all the different elements of the list.
Explore the Engagements List
Saved Filter Views
There are four saved filter views for you to manage engagements in when you are first getting started.
Active
This saved filter view shows engagements that are signed and accepted by clients.
All Engagements
This includes any drafted engagements.
Awaiting Acceptance
This means Canopy is waiting on a client to accept a sent engagement.
Proposals
These are the drafts of engagements.
Note: As time goes on, one more saved filter view will populate within the Engagements List: Expired
This will hold any engagements where the end date has passed.
Create Engagements
Use the blue button on the top right of the Engagements List to create a new engagement. If you haven't learned how to build an engagement yet, visit the article here.
Action Bar
The action bar of the Engagements List includes a running count of engagements in the list. The count updates as you add and remove filters.
Columns
Every saved filter view has the same column headers:
Engagement name
Client name
Service items
Engagement items
Assignee(s)
Status
Start date
End date
Creation date
Accepted date
Tasks
For a more personalized experience, you can click and drag columns up or down the line, whatever you prefer. We also give you the option to resize the width of the columns!
Filters
You can filter all columns in the list, so feel free to use it to your heart's content!
Canopy Tip: Make sure you're clicking on the arrow itself in the column header or else the filter options won't populate.
You'll notice pagination at the bottom of the screen. This may not seem important to you now, but when you're up to your ears in engagements, you'll be happy to have this feature!
Instead of a continuous scroll, simply click the arrows to move forward or backward in the Engagements List. Also, feel free to change how many engagements you can see on the page at one time:
50
100
200
Archive Engagements
Engagements can be Archived, Unarchived, or Deleted at any time.
1. Find the Engagement you would like to archive
2. Select Engagement
3. Click the Archive Icon
💥 The Engagement is now archived.
View Archived Engagements
1. Click the more option menu on the top right
2. Click Archived engagements
3. Select desired engagement
The following options are available:
Unarchive (x) engagement
Delete Permanently
When selecting Delete, there will be a pop-up that confirms that you would like to Delete
Confirm if you would like to delete the selected engagement(s)
Now that you've got the ins and outs of the Engagements List down... Give yourself a pat on the back, you're an expert on the Engagements List!