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Module 8 of 12 · Client work and the client portal · Lesson 1 of 18

Create an engagement for a client

Record what you sold: the service, whether it recurs, its cycle, its value and when it renews.

5 minBeginnerFor: Agency owner or managerLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

An engagement is one thing a client pays you for: a monthly SEO retainer, a website build, a hosting plan. Engagements drive the Revenue page, renewal reminders and the list of deliverables the client can see.

By the end you can

  • Create an engagement from a template
  • Set its mode, cycle, value and renewal
  • Find and filter engagements

Screens used

  • Project, Engagements

Steps

  1. 1

    Open Engagements

    On: Project, Engagements

    Open the project, then open the Clients hub and choose Engagements.

    You should see: A list of engagements, or "No engagements yet", and a New engagement button.

  2. 2

    Pick a template

    On: Project, Engagements

    Press New engagement. Under Pick an engagement template choose one of Your services or the Built-in templates to pre-fill the form, or start blank.

    You should see: A pre-filled form. Nothing is saved until you create it.

  3. 3

    Set the service and mode

    On: Project, Engagements

    Check the Service type and add a Custom label (optional). Under Mode choose One-time for a project or Recurring for a retainer. For recurring work choose the Cycle: Monthly, Quarterly, Half-yearly or Yearly.

    You should see: The mode and cycle match what you sold.

  4. 4

    Set the dates

    On: Project, Engagements

    Set the Start date, or leave it blank for today. Next renewal date is set automatically from the cycle if you leave it blank.

    You should see: The dates are filled in.

  5. 5

    Set the value

    On: Project, Engagements

    Enter the Per-cycle amount for recurring work or the Contract value for one-time work, and the Currency. You can leave the amount blank and fill it in later.

    You should see: The amount shows in the form.

  6. 6

    Create and find it

    On: Project, Engagements

    Create the engagement. On the list use the search box and the status filters: Active, Renewal due, Paused, Completed and Cancelled.

    You should see: The engagement is listed with its Status, Mode, Progress, Value and Renews date.

Tips

  • After creating, Save as reusable service adds these inputs to your catalog so anyone can start the same engagement in one click.
  • People without permission to see money do not see the pricing fields; a teammate with financial access can fill them in later.

Troubleshooting

"End date can't be before start date."
Correct the dates.
There are no price fields in the form.
Your role cannot see money. Ask a teammate with financial permission to add the pricing.

Reference articles on this topic

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