How to Monitor Engagements
Learn how to monitor the engagements in your program and identiy which members might need attention.
- From your Program Dashboard, navigate to the Engagements tab.
- Review all existing engagements in your program.
- View key details such as who’s connected, and their goals, tasks, and meetings (upcoming and completed).
- Check the engagement status, which can be toggled on or off depending on your program setup.
- Note that the status bar reflects the lowest status within the engagement group.
- Click View to open the engagement workspace and review participant activity.
- As an admin, you can scroll through the workspace to see engagement details and history, though some actions will be restricted.
- To save time, use filters to display only challenged statuses and quickly see which users need attention.
View this instructional video for a step-by-step guide: