Work inside an engagement

Tasks, notes, documents, team, time, 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.

Next up, then the record

Overview shows open tasks, recent files (each with a job number), who is on the job, and money if you can see it.

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.

Team, time, and money in the same place

Team & time: add colleagues on the job and log hours. Optional hourly rates become labour cost on the Billing margin.

Assets (sidebar): record equipment, vehicles, and furniture. Put kit on a job when it leaves the office. This is a whereabouts list — not depreciation.

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.