Create Custom Engagement Templates
Manage Engagement Meeting Locations and Default Settings
Manage Your Engagement Settings and Permissions
Change Your Engagement’s Status
Add Stakeholders (Viewers and Editors) to an Engagement
Coach Engagement Capacity Settings
Add and Send Tasks to Engagements
Creating Group Coaching Engagements
Create and Share Engagement Notes and Documents
Deleting Engagements
Complete a Session in Your Engagement
Send Forms to Your Users in an Engagement
Sending Engagement Resources to Your Coaches and Coachees
Automation for Engagements
Bulk Upload: Engagements
Managing Goals Within an Engagement
Engagement Progress Tracking and NudgesEngagement Progress Tracking and Nudges provides a way to identify when engagements are getting off-track.
Custom FieldsCustom fields are a way to add data to the platform and then report on that data, or utilize in workflows.
On-Demand Coaching: Your Guide to Situational or Ad-hoc Coaching Solutions