Cheku is currently in public beta. Please report any issues to support@cheku.ai.

Sign in
All docs

Create and update an Engagement

Create an Engagement for a Client and keep its working details up to date.

Updated 11 September 2026

Create an Engagement

Create an Engagement

  1. Select Engagements in the sidebar.
  2. Select New Engagement.
  3. Complete the required fields, including the Client, then select Save Engagement.
Engagement Details form with fields for Engagement Name, Client, Primary Contact, and Engagement Type
Choose the Client before selecting the Engagement Type.

Update Engagement details

  1. Open the Engagement from the Engagements list.
  2. Select Edit Engagement.
  3. Change the details, then select Save Engagement.

What happens next

Cheku opens the saved Engagement Details and makes the Engagement available for Tasks, Timesheets, Documents, and Notes.