Work inside an engagement

Tasks, notes, documents, and billing orbit one matter — open it once and stay in context.

4 minute read

The engagement is the gravity well

Every professional job lives as an engagement (or matter, depending on your pack terms).

Open it from Home, the engagements list, or search. The header keeps client, status, due date, and outstanding visible.

Overview shows open tasks and recent activity. Complete tasks there, or switch to the Tasks tab to add more.

Use Activity for call notes and decisions. That timeline is the notebook you will not lose.

Change status from the dropdown when the job moves — for example to Awaiting client when you are blocked on them.

Waiting items surface on Home so chase work is visible without a separate board.