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View Overall Engagement Dashboard

Use the Engagements screen to track and manage your firm's engagements.

The Engagements screen provides a great overview of all engagement progress in Fieldguide. To access:

  1. From anywhere in Fieldguide, select Engagements in the left-hand navigation bar.

  2. A list of all engagements shows on this screen.

  3. Use the filters on both the left and right to filter by the variables most important to you (e.g. status, engagement name, request and task status.

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