What's in this Article
The Engagements List in Canopy is the main hub for managing engagements. This is a fantastic 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 Tasks 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.
This saved filter view shows engagements that are signed and accepted by clients.
This includes any drafted engagements.
This means Canopy is waiting on a client to accept a sent engagement.
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.
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.
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.
Every saved filter view has the same column headers:
- Engagement name
- Client name
- Service items
- Engagement items
- Start date
- End date
- Creation date
- Accepted date
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!
You can filter all columns in the list, so feel free to use it to your heart's content!
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:
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!