Engagements can contain multiple elements, such as sheets, forms, and requests. Create engagement templates to quickly set up common engagements instead of building them from scratch.
You can manage engagement templates under Settings > Templates > Engagements.
Before you begin
Engagement templates are typically designed for a particular engagement type, like SOC 2 Type II or HITRUST. Make sure you have the relevant frameworks and sheet templates in Fieldguide before you create an engagement template.
Create an engagement template
Go to Settings ⚙️ > Templates > Engagements and click +Engagement.
Enter a name and click Create.
Adding elements to an engagement template
You can add any of these elements to your engagement template:
Sheets
Forms
Requests
Documents and report templates
Tasks
Milestones
The steps to adding these elements to an engagement template are the same as adding them to a regular engagement. There are no required elements inside an engagement template. You can choose to include or exclude any of these elements.
Populate your engagement template with elements that are common across all engagements of this type. Some data in engagements is unique to each client's particular engagement. To make your engagement template re-usable across clients, don't include unique or client-specific data.
For example:
Add the sheets and forms you need to the engagement template, and leave them blank. Once you create a client's engagement from this template, you can populate the data.
If you add requests to your engagement template, leave the request owner and due date blank.
You can populate elements (like sheets and requests) in an engagement template with controls and other data. Any data in the template will carry over into client engagements created from this template. This is only recommended in cases where the data is not specific to a particular client.
Most elements inside an engagement template can be pulled in from other templates (like sheet templates and form templates). Instead of creating these from scratch inside your engagement template, create separate templates for these elements and then add them to your engagement template.
For example:
Add sheet templates and form templates under Settings > Templates. When you create an engagement template, add the sheets and forms you need from those templates.
Edit an engagement template
When you edit an engagement template, Fieldguide automatically saves your changes as a draft called "working copy". Publish your changes by clicking Save as new version. Learn more about versions.
Push updates to active engagements
When you make changes to an engagement template, existing engagements that were previously created from this template won't be affected. If you want to push your changes to existing engagements, you have a few options.
To push changes to sheets:
If you've made your changes to the sheet template itself, you can use the Update active sheets tool inside the Sheet Templates menu.
If you've only made your changes to the sheet inside the engagement template, you can use the Update engagement sheets tool inside the Engagement Templates menu. Access this from the 3-dots menu on an engagement template. Caution: This is a destructive action.
To push changes to tasks:
If you've made changes to the tasks inside an engagement template, use the Apply task updates tool inside the Engagement Templates menu. Access this from the 3-dots menu on an engagement template. When you use this tool, any new tasks and task relationships in the engagement template will be added to the selected engagements. Any tasks or relationships that were removed or changed will not affect existing tasks in the selected engagements.
What can't be pushed: Some engagement template settings can't be updated in existing engagements using these tools. Agent trigger settings are one example — if you update trigger settings on an engagement template, those changes aren't automatically applied to existing engagements. To reflect the latest template trigger settings in an existing engagement, either configure them manually on that engagement, or roll over the engagement and select the updated template version.