Hi Doug Waite: thanks for this feedback! I am going to add you as a voter on a related post that mentions the same ask. This one is focused on adding a help center article detailing how to add new tasks to an engagement.

Lauren LaVan is this the "related post" you are pointing me to? If so, this makes no mention of changing the name of the engagement from Ad-hoc" to something else. Is changing a task and changing an Ad-hoc engagement name the same thing?

Doug Waite: Nope, this is one you had left your comment on. :) I added you as a voter to a different post which is about customizing the name of an ad-hoc engagement.

New post here >> https://advisor.harnesswealth.com/feedback/provide-feedback/p/create-a-custom-engagement-type

Let me know if that one feels like the right place for your ask! Want to make sure you're kept in the loop for updates.

Lauren LaVan got this when I used the link you provided