This article applies to: All Firm Users with Administrators or Manager roles
There are several ways to add requests to an engagement:
- Upload Requests Using the Request List Template
- Import Requests from an Existing Engagement
- Adding Individual Requests
1. Upload Requests Using the Request List Template
Click the Upload or Import Request icon 
in the top-right corner. From there, download the AuditDashboard Request Template by clicking "this template". Enter your request details including the Title, Reference, Client User, Firm User, Due Date and Description. For guidance, please refer to the “READ ME – Best Practices” tab in the excel.
2. Import Requests from an Existing Engagement
Firm Users can import requests from an existing engagement by selecting the respective engagement from the Import Existing Request List dropdown. Any requests that were marked “Do Not Roll Forward”, comments, file uploads, user assignments, and activity history, will not be rolled forward.
3. Adding Individual Requests
To add a single request to an engagement, click the New Request 
icon in the top-right corner. This will open the New Request pane, where you can enter details for a a new request.