Use the Engagements List and Engagement Workspace in Canopy to manage every stage of your engagements—from drafting and sending to tracking status and managing related tasks or services.
Together, these tools give you full visibility into your client engagements, letting you monitor progress, update details, and stay organized throughout the engagement lifecycle.
Engagement Credit Update!
Client Engagements now use a credit-based pricing model.
When a Credit Is Applied:
A single Engagement client credit is applied the first time you send an Engagement to that client.
How Credits Work:
Each client uses only one Engagement credit per subscription cycle.
After that credit is applied, you can send unlimited Engagements to that client for the remainder of your subscription at no additional cost.
Engagement credits are separate from Smart Intake credits and apply only to Engagement-related actions.
👉 Learn more: Smart Intake & Engagements Credits
Why it matters
Central hub to create, send, and track all engagements in one place.
Full visibility into status, signers, services, and tasks within each engagement.
Streamlined bulk sending for busy seasons.
Clear audit trail with sortable columns, filters, and engagement detail
Table of contents
Find the Engagements List
Click Work in the global navigation bar.
Select Engagements List.
Explore the Engagements List
Saved filter views
Active – engagements that clients have signed/accepted.
All Engagements – includes everything, including drafts.
Awaiting Acceptance – sent to the client; waiting for their acceptance.
Drafts – draft engagements that haven't been sent yet.
Heads up: When an engagement is sent but not yet accepted, its status is Awaiting Acceptance. After the client accepts, it switches to Active.
Action bar
Shows a running count of engagements that match your current filters; updates as you add/remove filters.
Columns (sortable & rearrangeable)
Engagement name, Client name, Service items, Engagement items, Assignee(s), Status, Start date, End date, Creation date, Accepted date, Tasks.
Drag to reorder columns; resize column widths as needed.
Filters & pagination
Filter any column using the arrow in its header.
Canopy Tip: Click the arrow in the column header to open filter options.
Use pagination controls at the bottom to move between pages and set page size (50 / 100 / 200).
Explore the Engagement Workspace
When you click an engagement name in the list, you’ll open the Engagement Workspace — the main page for viewing and managing engagement details.
Engagement Details
At the top of the page, you’ll see the Engagement Details section, which includes:
Assignees — Lists all assignees on the engagement.
Click the + icon to add additional assignees.Signers — Displays the engagement signers and their signing status.
Dates — Shows when the engagement was sent, starts, and was accepted.
Services — Lists all services included in the engagement.
Status indicator — Located in the upper-right corner, showing whether the engagement is Active, Draft, or Awaiting Acceptance.
Tabs Below Engagement Details
Below the Engagement Details section, you’ll find three tabs:
Manage Tasks — Displays tasks related to the engagement or created automatically upon acceptance.
Click a task name to open its workspace.
Click + Add task to add additional tasks to the engagement.
Services — Lists all services included in the engagement with details such as:
Total value
Service name
Billing mode (manual or automatic)
Price per service
Tax rate
Billing frequency and billing type (on acceptance or recurring)
Client View — Shows a live preview of the engagement, as your client sees it.
Workspace Actions
In the upper-right corner of the Engagement Workspace, you’ll see several quick actions:
Client name – Click to open the client’s record.
Download – Download the engagement as a PDF.
Duplicate – Make a copy of the engagement.
You can send it to the same client or change the client before sending.
The Engagement Edit modal will open, allowing you to make adjustments before saving or sending.
More options (⋯) – Includes the Archive button to archive the engagement.
Finally, click the Back button in the upper-left corner to return to the Engagements List.
View Engagements from the Client Record
You can also view and manage engagements directly within an individual client record. This provides quick visibility into what has been sent, accepted, or drafted for that specific client.
Home Tab: Engagements Panel
Open a client record.
Scroll down the Home tab to the Engagements section.
Review all engagements associated with that client, including Draft, Awaiting Acceptance, and Active items.
Click an engagement name to open it in the Engagement Workspace.
Click Create engagement to start a new engagement for that client.
Tip: The Home tab gives you at-a-glance insight into that client’s progression through services—helpful during client meetings or quick status checks.
Engagements Tab in the Client Record
The client record now includes a dedicated Engagements tab for focused management.
Open a client record.
Click Engagements in the top tab bar (Home, Communication, Notes, Files, Engagements, etc.).
View a full list of engagements for that client with sortable columns and filters.
Click an engagement name to open it.
Click Create engagement to build a new engagement for that client.
Note: If the client has many tabs, click the arrow at the end of the tab bar to open the searchable dropdown and select Engagements.
Create & Bulk-Send Engagements
Bulk-send from the Drafts view
In Engagements List, open the Drafts tab.
Check the box next to each draft you want to send.
Click the Send (airplane) icon in the upper-right.
Click Send.
Watch for the bottom-of-screen confirmation that sending has started; a second confirmation appears when sending completes.
Create & Send from the Client List
Click Clients in the navigation bar, then choose Client List.
Use the checkboxes to select the target clients.
Click the More (⋯) menu next to the bulk actions and choose Create engagements.
Choose Create with template (pick a template and edit as needed) or Create from scratch (enter details).
Click Save (upper right).
Choose Save & Send to send now or Save as draft to send later.
Review the confirmation popup and click Continue.
Note: There’s also a blue Create engagement button on the top-right of the Engagements List for one-off creation.
Archive & View Archived engagements
Archive an engagement
Open Engagements List and locate the engagement.
Click to open the engagement.
Click the Archive icon.
The engagement moves to Archived.
View/manage archived engagements
In Engagements List, click the More (⋯) menu (top-right).
Select Archived engagements.
Open an item to manage it:
Unarchive – returns it to active lists.
Delete permanently – removes it after a confirmation popup.
Troubleshooting & tips
Can I see if a client viewed an engagement? Not currently; view-tracking isn’t available.
Why is my engagement “Awaiting Acceptance”? It has been sent but not yet accepted by the client. It’ll switch to Active after acceptance.
Filters not opening? Make sure you’re clicking the small arrow in the column header.
Don’t see Engagements? Ask an admin to confirm your Work > Engagements access.
Summary
The Engagements List is your command center for engagements: find items fast with filters & columns, bulk-send drafts during busy periods, and keep things tidy with archiving. Use the saved views (Active, All, Awaiting Acceptance, Proposals) to stay focused and keep work moving.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.