## Theme
The session reinforced a deadlines-first workflow in Engager, showcased practical setup tips (phases over checklists, Kanban views, custom fields), and clarified integrations and limitations with Zama and Xenon. Attendees were guided to streamline form communications, archive outdated assets, manage portal visibility, and optimise My Work for predictable, audit-safe delivery. Upcoming events may bring integration updates pending API support. 
## Takeaways
1. Adopt deadlines-first prioritisation using Kanban Due period and inline date edits; clear Today, then address Overdue or work ahead. 
2. Use phases to drive handoffs, assignments, and status emails; checklists are limited and best kept for onboarding pacing. 
3. Merge Accounts and CT600 into one service if policy is to file together; adjust pricing and schedulers accordingly. 
4. Template management: create form-request email templates with categories; ensure placeholders (e.g., form links) are included. 
5. Archive superseded forms to prevent confusion; Forms > Settings > Edit > set Archived. 
6. Zama linkage: handle multiple emails per individual by linking profiles and setting a master; track AML/onboarding/risk via client list columns. 
7. Xenon health score period default not exposed via API; Engager currently shows all-time until API allows period selection. 
8. My Work optimisation: use Ignore holdups, filter Status = In review, and switch to Group by Week for long-horizon planning. 
9. Client portal defaults via Folder templates; show only intended folders by changing sharing options per company type. 
10. Create tax due placeholders as Single line text custom fields to preserve currency and pence.