Your engagements

An engagement is work an organization engaged you for, from the offer through onboarding and the work itself to close-out. Each one has its role, organization, project, dates and state: Onboarding, Blocked, Active, Closing, Complete or Canceled.

Views

• List: current engagements, then past ones, each grouped by organization.
• Table: one row per engagement with its role, organization, project, dates and state.
• Board: a column for each state.

Open an engagement to see its tabs. Which tabs you see depends on your role type; see An engagement.

One organization at a time

Switch org in the account menu shows the engagements with one organization. A note above the list names it, with a link to clear the filter.

In a company account, an Account Member sees only the engagements assigned to them.