Once you have logged in, you will land on Engage's customizable dashboard. The dashboard enables users to add out-of-box widgets, such as "Action Items",  which allows users to quickly "Add Client" or "Add Plan".  

As shown below, the dashboard does not include any widgets by default and users are required to enable (or disable) them manually:

Widget GIF.gif


While users are able to add clients under the "Clients" tab, we recommend enabling the "Action Items" widget for quicker and smoother operation.

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