ResourcesOrganize engagements
Navigate between engagementments and workstreams and configure what information you collect.
Keep track, manage, and organize your engagements and workstream the way that fits your practice or tax team.
Viewing clients
Use the top panel to
- search for engagements;
- sort engagements by any column you have specified; and
- switch between card and table view.
Add engagement attributes
Select "Add Column"
Click on any engagement in the engagement table. In the Assistant Panel select "Engagement Editor" and open the "Add Column" section at the bottom of the panel.
Define column datatype
Under "Column Datatype" select "Alphanumeric" (text and numbers) or "Date".
Name column header
Under "Column Header" specify the name of the column header of the new engagement attribute.
Edit engagement attributes
Click on any engagement in the engagement table to activate the Engagement Editor in the Assistant Panel. Select "Engagement Editor" if not already selected and populate the existing engagement attributes.