The engagement detail page

The detail page is where you work the engagement — review tasks, leave comments, see what’s blocking it, jump to its documents.

Two ways to open it:

• Click a card in the workflow kanban, table, or calendar view → opens the full detail page.
• Press Space on a focused card → opens the engagement drawer, a slide-out panel with the same sections in a narrower view. Quicker for rapid review.

Reading the header

[Screenshot: Engagement detail header]

Working through the sections

The detail page (and the drawer) shows the engagement across these sections, in order. Each section is collapsible.

Details

• Description (optional free-text)
• Internal notes (firm-only)
• Tax year / period
• Pipeline name (with Change pipeline button)
• Engagement type (with Change button, gated by warning)
• Custom fields (any firm-defined fields for engagements)

Edit inline. Saves when you click away.

Tasks

The full task list for this engagement. See Tasks for the full reference.

What you see here:

• All tasks for the engagement, grouped by stage.
• Status, type, assignee, and due date per task.
• Filter strip at the top: by assignee, status, type, completed-or-not.
• + Add task button.
• Bulk task actions (select rows → bulk update status or reassign).
• Drag-and-drop reordering within a stage.

Comments

A threaded discussion for the engagement — firm-internal only (clients can’t see). Use this for:

• “Marcus — see my note on the K-1 reclassification on line 14.”
• “Confirmed with client over the phone, they want to skip the QBI deduction this year.”
• “Holding for IRS letter from Mar 12.”

@-mention firm users by typing @name. Mentioned users get a notification.

Documents

Documents tied to this engagement. Assure Pro auto-links documents in two cases:

1. The document was uploaded as part of this engagement’s intake (it lands in the engagement’s subfolder of the client document tree).
2. The document was manually linked via the + Link existing documents action (which moves it to the engagement’s subfolder).

The section shows:

• Folder tree on the left.
• Document list on the right (with type, filename, uploader, AI confidence, date).
• + Upload (top-right) opens the upload picker. New uploads from here are auto-linked to the engagement.

Click any document to open the document drawer (full preview, metadata, extracted fields).

Activity

The auto-logged timeline. Every notable event:

• Stage changes (with from → to, who, why).
• Tasks completed.
• Document uploads.
• Intake sent or opened.
• Reminders sent.
• Assignee changes.
• Messages sent or received.

Filterable by event type. Useful for retrospectives and audit trails.

Team

The engagement’s assignees:

• Preparer — required for most tax engagements.
• Reviewer — required for engagements going through a strict review stage.
• Partner — optional senior responsible.
• Additional team members — anyone else with view-only or watch access.

Click any role to change the assignee. Adding additional team members gives them notifications without making them responsible.

Blockers

Active and resolved blockers. See Blockers for the five types and how to manage them.

The section shows:

• Active blockers at the top, with what’s blocked and how to resolve.
• Resolved blockers below in a “History” group.
• + Add blocker to manually add.

Using the drawer view

Space on a focused card on the kanban or table view opens the engagement drawer. It’s the same sections as the detail page, in a narrower right-side panel.

When to use the drawer vs the full detail page:

Drawer state persists across card switches — j/k navigates between cards with the drawer staying open on each.

Keyboard shortcuts

Permissions

Next

• Tasks — the task list section in depth.
• Blockers — the blockers section in depth.
• Pipeline views — where you open the detail page from.