# Creating an Engagement Users with permission to approve an engagement will have a "New engagement" button available in the Schedule module. Step 1: Click **New engagement** from the **Calendar** tab of the **Schedule** module.

Step 2: Enter information about the engagement. Required fields are identified with a red asterisk. Click **Continue**.

Step 3: Add any relevant files for context. Click **Continue**.

Step 4: Enter report details. Click **Continue**.

Step 5: 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.

Step 6: 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 %}

The engagement now appears on the **Calendar** and **List** tabs for viewing and modification. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.plextrac.com/plextrac-documentation/product-documentation/schedule/creating-an-engagement.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.