Engagements#

Overview#

A dashboard for the engagement, with widgets for:

• Engagement Health — a success-rate bar with a status label.
• Deliverables Status — completion percentage and a list of deliverables with their due dates.
• Execution Summary — a breakdown of process runs (Completed, Running, Pending, Failed, Skipped).
• Upcoming Schedules — the next due dates for active recurring processes.
• Client & Contract — the client's details and a contract timeline showing how much of the contract period has elapsed and the days remaining.
• Process Health — a table of each recurring process with its schedule, last run, next due, run count, and Active/Inactive status.
• Execution Trend — a chart of completed, failed, and skipped runs over recent weeks.
• Failed Executions — process runs that failed.
• Team Members — the people assigned to the engagement and their roles (Owner, Manager, Member). You can remove a member from here.

Scope & Deliverables#

A two-column view that maps your Scope of Work items (left) to Deliverables (right). Hovering a scope item draws connector lines to the deliverables it is linked to.

A summary strip at the top shows the number of scope items, the number of deliverables, total budget hours, total budget cost, and the overall completion percentage.

Available actions:

• Add Scope Item — opens a form with a Title (required) and an optional Description.
• Add Deliverable — opens a form (see fields below).
• On a scope item card: Link deliverable (connect it to a deliverable), Edit, and Remove. You can also unlink an individual deliverable by clicking the ✕ on its chip.
• On a deliverable card: Edit and Remove. Deliverables not linked to any scope item are marked No scope item.

Deliverable fields:

• Name (required)
• Description
• Estimated Hours
• Estimated Cost
• Due Date

Deliverables move through these statuses: Draft, In Progress, Completed, and Cancelled.

A Scope Change Log at the bottom records changes to scope items and deliverables over time.

Scope Map#

A visual canvas view of the engagement's scope and how its items connect.

Ad-hoc Tasks#

One-off tasks for this engagement that fall outside the recurring processes.

• Click New Task to add a task.
• The list shows each task's Task, Priority, Status, Assignee, Due Date, and Created date.
• Tasks are grouped by status as Open, In Progress, and Done. Overdue tasks are highlighted.
• Click a task row to open its details.

Processes#

Recurring processes are processes that run on a schedule and generate tasks automatically — this is the engine that drives ongoing engagement work.

• Click Add Process to set one up.
• Each process card shows its name, an Active or Paused badge, the process template it uses, and the deliverable it is assigned to (or an Unscoped marker if none).
• Per-process actions:
  • Trigger now — run the process immediately.
  • Pause / Activate — stop or resume the schedule.
  • Edit — change its settings.
  • Remove — delete the recurring process (already-triggered process instances are not affected).

Add / Edit Process fields:

• Name (required)
• Description
• Process Template (required, when adding) — choose an active process template; the list shows how many steps each template has.
• Assign to Deliverable — optionally tie the process to one of the engagement's deliverables.
• Recurrence Schedule (required) — choose how often it runs:
  • Monthly — on specific days of the month (for example, the 1st and 15th).
  • Weekly — on specific days of the week (for example, Monday and Thursday).
  • Interval — every N days (for example, every 14 days).

Below the processes, a list of process instances (individual runs) shows each run's code, the process and template names, its status, and its progress through the steps.

Interactions#

An editable spreadsheet for logging every client interaction. Click Add Row to record a new entry. Columns include:

• Ref # (auto), Date, Type (Meeting, Call, Email, Workshop, Presentation, Site Visit)
• Subject / Agenda, Initiated By (Our Team or Client)
• Client Attendees, Team Attendees, Duration (min)
• Status — Completed, Scheduled, Cancelled, Rescheduled
• Key Discussion Points, Action Items / Decisions, Next Steps, Follow-up Date

Summary cards above the table show days since the last contact, meetings this month, total hours, your streak, upcoming interactions, and total interactions.

Issues#

An editable spreadsheet of issues raised during the engagement. Click Add Row to log one. Columns include:

• Issue ID (auto), Date Raised, Raised By
• Category — Bug, Change Request, Clarification, Enhancement, Data Issue
• Module, Summary
• Priority — Low, Medium, High, Critical
• Status — Open, In Progress, Resolved, Closed, Deferred
• Assigned To, Target Date, Resolved Date, Remarks

Client Pending#

An editable spreadsheet that tracks items you are waiting on from the client. Click Add Row to add one. Columns include:

• Item ID (auto), Date Requested
• Category — Document, Approval, Decision, Data, Feedback, Access / Credentials, Sign-off, Payment
• Description, Client Contact, Requested By, Due Date
• Days Pending (calculated automatically)
• Project Impact — Blocking, High, Medium, or Low Impact
• Blocks (Task/Milestone)
• Status — Pending, Overdue, Received, Partial, Waived
• Last Follow-up, Commitment Date, Date Received, # Follow-ups, Remarks

Summary cards highlight pending items, overdue items, items blocking the engagement, average and longest wait times, and items received this month.

Risks#

An editable risk register for the engagement. Click Add Row to add a risk. Columns include:

• Risk ID (auto), Date Identified
• Category — Technical, Resource, Schedule, Scope, Client, Vendor, Data, Compliance
• Risk Description
• Likelihood — Rare, Unlikely, Possible, Likely, Almost Certain
• Impact — Negligible, Minor, Moderate, Major, Severe
• Score (calculated automatically from likelihood and impact)
• Status — Identified, Mitigating, Mitigated, Occurred, Closed, Accepted
• Mitigation Plan, Owner, Review Date, Contingency Plan

Setting Up a Recurring Process#

1. Open the engagement and go to the Processes tab.
2. Click Add Process.
3. Enter a Name, choose a Process Template, and (optionally) assign it to a Deliverable.
4. Set the Recurrence Schedule — Monthly, Weekly, or Interval — and pick the days or interval.
5. Save. The process will now run automatically on schedule and generate tasks.

Running a Process Immediately#

1. Go to the Processes tab.
2. Find the process card and click Trigger now.

Pausing a Process#

1. Go to the Processes tab.
2. Click Pause on the process card. Click Activate to resume it later.

Tracking an Item You Need From the Client#

1. Open the engagement and go to the Client Pending tab.
2. Click Add Row.
3. Fill in the category, description, who it is needed from, and the due date.
4. Update the Status as you follow up, marking it Received once it arrives.

Logging a Client Meeting#

1. Go to the Interactions tab.
2. Click Add Row.
3. Record the date, type, subject, attendees, and key discussion points.