> For the complete documentation index, see [llms.txt](https://docs.plextrac.com/plextrac-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plextrac.com/plextrac-documentation/product-documentation/runbooks/engagements/starting-an-engagement.md).
# Starting an Engagement
Step 1: From the **Runbooks** module home page (the **Engagements** tab), click **Start New Engagement**.
Step 2: Select the client from the **Client** pulldown menu.
Step 3: Select if the engagement is new or to be modified from an existing test plan.
Existing test plans are greyed out unless "Start from an existing Test Plan" is selected. These plans can be leveraged as a starting point by clicking **Select** next to the test plan.
To reduce the list of test plans provided, filter by tactic or test plan title in the search box.
Step 4: Click **Next**.
Step 5: On the **Engagement Details** tab, enter a title (required), a description, and any required tags. If an existing test plan was selected in the previous step, information in that test plan is populated by default and can be edited.
Click **Continue**.
Step 6: On the **Select Procedures** tab, select the procedures for this engagement by clicking the **Select** button next to the procedure to add. If leveraging an existing test plan, all procedures from that template are displayed in the right-hand column.
This list can be reduced by clicking the x button of the procedure to remove at the right of the box.
The procedure sequence can be adjusted by clicking and dragging the procedure to its desired line.
The list of procedures displayed on the screen can be adjusted using the provided filter options.
{% hint style="info" %}
If required procedures have not yet been created, the engagement can be completed and procedures added later, but it is recommended to create the procedures first in [**RunbooksDB**](/plextrac-documentation/product-documentation/content-library/runbooksdb.md).
{% endhint %}
Step 7: Click **Add X Procedures** when finished.
Step 8: View a summary of the engagement from the **Finalize Engagement** tab. The title, description, tags, engagement coverage, and assigned procedures are displayed.
Click **Create Engagement**.
The engagement is now active and ready to be executed.
It also is now listed on the **Engagements** tab.
---
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