> 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/schedule/creating-an-engagement.md).

# Creating an Engagement

Users with permission to approve an engagement will have a "New engagement" button available in the Schedule module.

<mark style="background-color:yellow;">Step 1:</mark> Click **New engagement** from the **Calendar** tab of the **Schedule** module.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fj60WYf0Q68dRhQ73NkwZ%2Fimage.png?alt=media&amp;token=7cffafa8-3fbe-4a3e-8e6f-97caecf18327" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Enter information about the engagement. Required fields are identified with a red asterisk. Click **Continue**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F7wzHToADVgHEbjBUr1a5%2Fimage.png?alt=media&amp;token=46c1f233-742e-4221-9c47-6f3d74c52baa" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Add any relevant files for context. Click **Continue**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F4Ibx6TqDKmLfmIpWyszy%2Fimage.png?alt=media&amp;token=2211db80-f4bb-48cb-bb06-87d84cf1ed9a" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Enter report details. Click **Continue**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FElA2jcxaL4nQoNKBdgqC%2Fimage.png?alt=media&amp;token=345fc9aa-af76-47a7-8d85-4e793ac61255" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 5:</mark> Select the dates to begin and end work on the engagement by inserting the cursor into the "Engagement dates" box and clicking the desired dates.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FjAbUUj1lUKie0Uqxbwl9%2Fimage.png?alt=media&amp;token=18640359-e001-4c59-80ed-55b7d20180e9" alt="" width="513"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 6:</mark> Assign resources to work on the engagement by clicking the checkbox next to the desired resource under the "Operators" column. After selecting an operator, the engagement will appear next to that resource. Any existing resources that the operator is working on will also be displayed. Click **Save**.

{% hint style="info" %}
Report operators will receive an email with an attached .ics file. Most calendar applications, such as Microsoft Outlook, Google Calendar, and Apple Calendar, support ICS files.
{% endhint %}

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fs1y8zt0dlXafRKrVz0iV%2Fimage.png?alt=media&amp;token=7c7f9935-5406-4d9f-aecb-1a067d5c71d6" alt=""><figcaption></figcaption></figure></div>

The engagement now appears on the **Calendar** and **List** tabs for viewing and modification.


---

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