Using the Engagement List Page

The Engagement List page is your home page in Engagement. It lists the engagements created by your firm, with the most recently opened engagements at the top. From here, you can click an engagement name to open that engagement or click Start New Engagement to create a new one.

You can reach the Engagement List page from any other location in Engagement by clicking in the navigation bar.

As your firm adds more engagements, the search and pagination features described below can help you efficiently find the engagements you need.

My Recent Engagements

Engagement list displays the top 25 most recently opened engagements, including new roll forward or copy engagements.

If any of the recent engagements are approaching their document completion date or have passed their completion date, you will be given a notification when you log in. Notifications can be disabled by unchecking the Show notifications setting in the Firm Options page.

Note: Notifications are only applicable for Pro and Knowledge Coach engagements. These engagements will also display if they are Due soon or Overdue in the status column on the engagement list.

Search Results

To search for an engagement, do the following:

1. Above the Engagement List, select the search field. You can search by:
   • Client Name
   • Client ID
2. Type at least one character in the search text box. The engagement list updates automatically to display only the clients that match your search criteria.

   Note: Access to the client is denied if the permission requirements are not met.

Return to 'My Recent Engagements' by clearing all search criteria from the text box.

Pagination Features on Search Results