Consulting Engagement Tracker
Consulting Engagement Tracker: Fees, Hours and Renewals. Track consulting engagements with fee, hours used, real hourly rate, deliverables due and retainer renewals in one place. Free to clone.
Consulting Engagement Tracker is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Projects
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Compass Private and Compass. Its automations include Watch scope check, Monday engagement digest and Monthly retainer invoices.
by @taskade
What you can do with Consulting Engagement Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Consulting Engagement Tracker works
- Watch scope check: when an engagement is set Watch, then Compute the task due date in 3 days and Draft the scope check note.
- Monday engagement digest: when Every Monday at 7 AM, then Ask Compass Private for the weekly digest and Email the week ahead.
- Monthly retainer invoices: when On the 1st of every month at 9 AM, then Find active retainers and Find overdue invoices.
Built with Taskade Genesis
- Category: Projects
- AI agents: Compass Private, Compass
- Automations: Watch scope check, Monday engagement digest, Monthly retainer invoices
- Workspace: 7 projects, 2 AI agents, 3 automations