Managing Engagements in CPA Buddy

Engagements represent the work your firm does for clients — tax returns, audits, advisory projects, and anything else you track from start to finish. This page is where you create, monitor, and manage all of it.

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The Engagement List

Open the engagement directory by clicking Engagements in the sidebar.

Each row shows the engagement title, linked client, status, due date, and budget. Engagements are split into two tabs:

• Active — work that is currently in progress or upcoming (shown by default)
• Inactive — completed or cancelled engagements

The count next to each tab tells you how many engagements are in that group.

Searching and filtering

Use the search bar to find engagements by title. Results update as you type.

You can also narrow the list with the status filter:

Status	Meaning
To Do	Not started yet
In Progress	Actively being worked on
Blocked	Waiting on something before it can proceed
Review	Work done, waiting for approval
Done	Completed

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Creating a New Engagement

Click the Create Engagement button at the top of the page.

The form requires:

• Title — a descriptive name for the engagement
• Client — the client this work is for (select from existing clients)
• Assigned To — at least one staff member must be assigned

You can also set:

• Status — To Do, In Progress, Blocked, Done, or Cancelled
• Priority — Low, Normal, High, or Urgent
• Due date — when the engagement should be completed
• Estimated hours and budget — for tracking utilisation and billing
• Team members — staff assigned to work on this engagement

When you’re done, click Create Engagement. The new engagement appears in your list immediately.

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The Engagement Detail Page

Click any engagement in the list to open its detail page.

At the top you’ll see the engagement title, status badge, priority, client name, assigned staff, and key dates.

The rest of the page is organized into tabs:

Tasks

All tasks associated with this engagement. You can create new tasks, update statuses, and track progress. Each task shows its title, assignee, status, and due date.

Documents

Files linked to this engagement — uploaded documents, client submissions, and work papers. You can upload, preview, download, and manage files directly from this tab.

Emails

A history of emails linked to this engagement, matched by client. Click any email to open it in the Firm Inbox.

Activity

A timeline of status changes and key events for this engagement, providing a full audit trail of how the work progressed.

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Editing an Engagement

To edit an engagement, open its detail page and click the Edit button in the top bar. Make your changes and save.

You can update the title, status, priority, dates, budget, and team assignments at any time.

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Common Questions

How do I mark an engagement as done? Open the engagement and change its status to “Done”. You can do this from the detail page or by editing the engagement.

Can I assign multiple staff to one engagement? Yes. When creating or editing an engagement, you can add as many team members as needed.

What happens when I change an engagement’s status? The engagement moves to the corresponding group in the list. Status changes are logged for audit purposes.

I see “No engagements found” even though I know some exist. Check that your search field is clear and your status filter is set to “All Statuses”. Also try switching between the Active and Inactive tabs.

Can I delete an engagement? Engagements can be cancelled but not permanently deleted. Change the status to “Cancelled” to archive it.