Welcome to Engagement

Engagement brings a service provider and its clients into one shared delivery workspace. Use it to agree what needs doing, assign the next action, and keep files and conversations beside the work.

Choose your starting point

• Provider admin: create your first workspace, add a client, and set up a project. You also manage provider invitations, billing, and workspace archiving.
• Provider team member: accept your invitation, then create and manage client work. You can manage projects and tasks, decide requests, and review completion.
• Client admin: join your provider’s workspace, invite your own client team, request work, and act on eligible client tasks.
• Client team member: join by invitation, follow shared progress, comment, upload files, and update eligible tasks belonging to your client.

The app displays Admin and Team member. Provider or client membership determines which work those roles can access. See the full permission table.

How work fits together

A provider subscription covers its workspaces. Each project belongs to one client. Files and task attachments belong to that project. Provider-only tasks and comments stay separate from shared client work.

Use Overview for the next action, Projects for delivery detail, and Requests for proposed work. A request becomes committed work only when a provider accepts it.

Two rules to know before starting

Download before day 90. Every project and its contents are permanently deleted 90 days after original creation. Paying, pausing, completing, archiving, or restoring a project does not extend its lifetime. Understand retention.

Paid capacity costs $5 USD per purchased active-project slot per month, including unused slots. Archiving frees a slot to reuse; it does not reduce purchased capacity or the bill. Understand billing.

A useful first session

1. Open the correct workspace using the top-left selector.
2. Review Overview for overdue, blocked, and waiting work.
3. Open a project, then a task. Check its responsible side, assignee, dates, and checklist.
4. Add a comment or update the task if your role permits it.
5. Review Notifications for updates addressed to you.

To explore before creating an account, use the public demo. It uses fictional data and expires after 24 hours.