Add Board Engagement

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In Argenta you can keep track of all your board engagements.  Board engagements are the activities that your board members initiate.  These are separate from volunteer engagements.  You can keep track of all your board engagements in one place within Argenta.  To add a board member engagement select Staff and HR > Board Engagement from the left-hand side of the Argenta dashboard.
 
 
 
 
 
This will bring you to the complete listing of all your organizations board member engagements.  From here you will click the "Add New" button.
 
 
 
 
 
This will open the Add An Engagement screen where you will fill out the details of your engagement.
 
 
 
 
You will enter an engagement date either by using the date selector or by manually entering a date into the Engagement Date field.  This is a required field.  
 
You can select the team member who did the engagement by selecting "Lookup" from the Engaged With (Team Member) field.  This will allow you to lookup your team member and select them.  This will default to the team member that is signed in.  
 
Then, you need to choose your engagement type from the drop-down list.  If the engagement is not listed you can add a new one by selecting "Add New." 
 
Next, you need to choose a record type.  A record type is the constituents  that you engaged.  These can be your board members if you were sending emails to the board.  Or they can be your board members sending emails to clients.  
 
Lastly, is the is the record type name.  This shows as Select A Record Type First but will change to the constituent ID number once a constituent type is selected.  This is a require field.
 
Once all your engagement details have been filled in you will click the "Add This Engagement" button from the bottom.  This will add your engagement and return you to the full list of your organizations board engagements.