Planit:Engagement Screen

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.


This screen has been created as a place to document your relationship with your client. Take a look at the topics below, which will help guide you through using the various components of the Engagement Screen.

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Click here to see all training material related to the Engagement screen or click here to go to our main Training hub.

Engagement Screen Training

Order Title Description Key Points Level Generic
1 Introduction to the Engagement Screen What do I enter on the Engagement Screen?
  • Purpose of screen
  • Overview of data entry required
  • Add goal
1 Video
2 Engagement Administration Where do I administrate services, history, and sharing of my client?
  • Secondary advisor
  • Client history and last review
  • Service level
  • Add a task
1 Video