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Why you’re here

Events is the meeting calendar of the engagement — kickoffs, workshops, QBRs, webinars, training. Who attended, what was decided, what goes next. Because it lives in the shared workspace, the customer and any partners you’ve invited see the same history you do. No more “what was that meeting again?” three weeks later, and no more rebuilding the narrative from scratch when a new stakeholder joins.
Events page with counters for Total Events, Upcoming, Featured, and Registrations, a search bar, a Featured Events section showing a QBR event in London from March 12 to May 14 2026, and an All Events section.

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What it is

Events is where you manage the customer-facing meetings, webinars, and workshops that sit alongside your transformation work. The page tagline reads: “Manage conferences, webinars, and workshops.” Events can be tagged (for example, “review” and “upcoming”) and flagged as Featured so they surface at the top of the page.

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When to use it

  • Scheduling a QBR, steering committee, or onsite workshop with a customer
  • Promoting a webinar or training session and tracking who registers
  • Keeping a rolling view of upcoming sessions across the portfolio
  • Highlighting the most important sessions of the quarter with Featured

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What you’ll see

Four counters sit at the top of the page: Total Events, Upcoming, Featured, and Registrations. In the screenshot these read 1, 1, 1, and 0 — a single QBR has been created and featured, but no one has registered yet. The Search events bar filters the list. The Featured Events section pins starred events — here a QBR running March 12 to May 14 2026 in London, tagged review and upcoming, with 0 registrations. Below that, All Events lists everything in the system. The Create Event button in the top right adds a new session.
Tags like review and upcoming are free-form labels on each event — use them consistently so the All Events list stays scannable.

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Creating an event

Create New Event dialog with fields for Title, Description, Start Date, End Date, Type, Industry, Location, Expected Attendees, Registration URL, and a Featured Event toggle.

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Why you’d create one

An event is how you log a kickoff, QBR, workshop, webinar, training, or customer call so context stays attached to the engagement. Creating it in the workspace gives your team and the customer a shared record of when it ran, who was there, and what came out of it — instead of digging through calendar invites later. Mark the important ones as Featured so they lead the page.

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How to create one

1

Open the dialog

From /engage/events, click Create Event in the top right. The dialog titled “Create New Event” opens.
2

Fill in the details

  • Title — the name of the session (for example, Q2 QBR or Platform Kickoff Workshop).
  • Description — what the event covers and who it’s for.
  • Start Date and End Date — the day the event runs, or the range for multi-day sessions.
  • Type — pick the event format from the dropdown (kickoff, QBR, workshop, webinar, training, call).
  • Industry — the industry tag for the session.
  • Location — a city and country, or “Online” for virtual events.
  • Expected Attendees — a rough headcount (for example, 500+).
  • Registration URL — a link to the signup page if there is one.
  • Featured Event — toggle on to pin the event to the Featured Events strip at the top of the page.
3

Save

Click Create Event. The event is added to All Events — and to Featured Events if you toggled it — and the page counters update.

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What happens after

The event shows in All Events, updates the Total Events and Upcoming counters, and starts collecting registrations against the registration URL.

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Next

Pulse

Capture feedback from attendees after the session.

Adoption

Track whether training events translate into module usage.