Set up an Engagement team and Tasks

Before you start: Open an existing Engagement. Changing Assigned Staff requires permission to manage Staff–Engagement assignments.

Build the Engagement team

1. Open an Engagement from Engagements.
2. Select the add icon beside Primary Contact, find the Contact, then select the link icon beside their name.
3. Select the add icon beside Assigned Staff, choose an Assignment Role, find the Staff member, then select the link icon beside their name.

Add Tasks

1. Open the Tasks tab.
2. Select the add icon beside Tasks and complete the required fields.
3. Select Create.

What happens next

The Engagement shows its Primary Contact and Assigned Staff with the new Task under Tasks.

Related

• Create and update an Engagement
• Record time manually or with a timer