In order to edit the name and description, you must first create an Engagement. For help, refer to the Creating an Engagement article.
Editing an Engagement Name and Description
To get started, click the Engagements tab in Canopy.
- From the Engagements screen, click on the engagement you want to edit.
- Be sure to click on the Engagement Name.
- The Engagement Settings screen will close and your changes will be reflected on the client’s Engagements page.
For More Information
Refer to the Editing Engagement Details video.