Manage the full engagement from a single workspace — participants, tasks, decisions, client uploads, and activity tracking. Give your team and your client a shared, structured view of the engagement at every stage.
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Participant and team management
Manage all engagement participants — internal team members, client stakeholders, and external contributors — with role assignments and access levels.
Task tracking and ownership
Track engagement tasks, owner assignments, due dates, and completion status across the full project lifecycle.
Client-facing decision workflows
Surface open decisions from the Decision System in a client-facing context so approval and confirmation workflows are transparent and trackable.
Client messaging and collaboration
Enable structured communication between agency teams and client stakeholders directly within the engagement workspace.
Client document uploads
Allow clients to contribute documents, artifacts, and reference materials directly to the engagement with version tracking.
Activity timeline
Track all engagement activity — task updates, document changes, decisions, and messages — in a unified chronological feed.
Engagement workspace
A shared workspace giving agency team and client stakeholders visibility into engagement status, tasks, and open items.
Participant register
A structured record of all engagement participants with roles, access levels, and contribution history.
Task register
A tracked list of all engagement tasks with owners, due dates, statuses, and completion records.
Activity log
A complete chronological record of all engagement activity across tasks, documents, decisions, and communications.
“Client engagement happens in emails, Slack threads, and shared drives. The Engagement Hub brings it into the project workspace so nothing gets lost between conversations.”