How to set up an engagement for a company

Modified on Mon, 10 Oct, 2022 at 9:52 AM

Feature reserved for the accounting firm's practitioner

Engagements allows a template to be applied to a company for a given period of time.

Setting an engagement

Select the “Engagements” menu
Click on the button at the bottom right
Select the company
Select the template
Indicate the start and end dates of the engagement
If necessary, complete:
- The relative dates
- The custom tags
- The custom roles
Click “Next” (see the article “How to create a template?”).
Click on “Activate the engagement” or “Save” to save as a draft

The engagement overview appears. It allows you to find all the tasks that will be applied to the company, as well as the number of tasks per assigned person.

Depending on the number of tasks present in the mission, the implementation may take a few minutes.

Follow the progress of the engagement

Select the “Engagements” menu
Select a current engagement

The number of tasks in progress, completed, overdue and remaining to be done are displayed.
It is possible to modify the people assigned to the tasks.

Once all the tasks have been completed, it is possible to close it or to renew it. To do so, click on “Renew” and follow the steps to reapply.