Engagements
Understand your engagements, navigate between them, and track the request workflow.
Overview
Engagements in Agentive are how your audit work is organized. Each engagement represents a specific audit period and scope (for example, a "2024 Financial Statement Audit"). Your audit team creates and manages engagements, and invites you to participate.
You'll be invited to one or more engagements. Each engagement contains the information requests your audit team needs you to complete.
What is an Engagement?
An engagement is a collaborative workspace where:
- Your audit team creates information requests for documents and supporting materials
- You and your team respond by uploading files, adding comments, and providing context
- Everyone tracks progress through different workflow stages (To Do, In Review, Done)
- Due dates and priorities help you stay on schedule
Organized by period
Each engagement covers a specific time period (e.g., fiscal year 2024).
Contains requests
All information requests for that audit are grouped in one place.
Team collaboration
Both your team and the audit team work together in the engagement.
Categorized work
Requests are organized by audit areas like Revenue, Expenses, Cash, etc.
Engagement Structure
Each engagement includes:
| Component | Description |
|---|---|
| Requests | Information requests from your audit team requiring documents or data |
| Categories | Audit areas (Revenue, A/R, Payroll, etc.) that organize requests |
| Due Dates | Target completion dates set by your audit team |
| Priorities | Urgency levels (Urgent, High, Medium, Low) assigned to each request |
| Status Workflow | Stages requests move through: Backlog, To Do, Returned, In Review, Done |
| Team Members | Your colleagues and the audit team who have access to the engagement |
Your audit team configures the engagement structure. You focus on responding to requests and collaborating with your team.
Request Workflow
Understanding how requests flow through the engagement helps you know what actions to take:
To Do
Requests that are ready for you to work on. Your audit team has prepared these requests and is waiting for your response.
Your actions:
- Review the request details
- Upload requested documents
- Add comments or questions
- Assign to a team member if needed
In Review
Requests you've completed and submitted for audit team review. You've provided the requested information.
Your actions:
- Move requests here when you've uploaded files and provided all requested information
- Wait for your audit team to review and either approve or return them
Returned
Requests your audit team has sent back because they need additional information, clarification, or different documents.
Your actions:
- Review the audit team's comments to understand what's needed
- Provide the additional information or corrected documents
- Move back to "In Review" when ready
Done
Requests your audit team has approved and closed. No further action needed.
Your actions:
- None—these requests are complete!
Your audit team moves requests from "In Review" to either "Done" (approved) or "Returned" (needs revision).
Navigating Your Engagements
Accessing Engagements
Your active engagements appear in the sidebar on the left side of the Agentive app.
View your engagements
Look at the left sidebar to see all engagements you've been invited to. Active engagements are listed with their names.
Switch between engagements
Click on an engagement name in the sidebar to open that engagement and see its requests.
See engagement details
Once in an engagement, you can see:
- The engagement name and period at the top
- All requests for that engagement in your selected view (Board, List, or Activity)
- Categories, due dates, and other organizing information
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