Engagement Delivery
The Delivery phase is where your engagement plan becomes operational. It brings together the key milestones that anchor your schedule, the phases that structure your work, and the engagement activities your team will run — all connected to the tasks your team executes.
From the project sidebar, navigate to Delivery (step 2 in the project workflow).
Delivery overview
The Delivery page has three main sections:
- Key Milestones — fixed dates that anchor the engagement schedule and sync to the project timeline
- Phases — named groupings that structure how work is organised before tasks are scheduled
- Engagement Activities — the specific activities your team will run, each with a type, priority, dates, and target stakeholder groups
If a playbook was applied to the project, a banner indicates this and links to Review Playbook to check or reapply the configuration.
Key Milestones
Milestones mark the fixed dates in your engagement — when engagement opens, when submissions close, when a decision is made, when feedback is published.
Click + Add new in the Key Milestones card to open the Add milestone modal. Enter a milestone name and date. Milestone dates sync automatically to the project timeline, so activities and tasks can be scheduled relative to them.
Phases
Phases allow you to group engagement work into named stages — for example, Pre-engagement, Active Consultation, Analysis, Reporting. Phases appear in the task board and timeline views, helping the team understand where each task sits in the overall sequence.
Click + Add new in the Phases card to create a phase. You can name it and set an order. Phases don’t have fixed dates — they’re structural groupings, not milestones.
Engagement Activities
Activities represent the specific engagement methods your team will run — a community workshop, an online survey, a pop-up event, a stakeholder briefing. Each activity becomes the container for the tasks associated with running it.
Click + New Activity or + Add Activity to open the Add New Activity modal:
| Field | What to enter |
|---|---|
| Activity Name | A clear, specific name — e.g., Community Workshop Series |
| Description | What the activity involves and what it aims to achieve |
| Activity Type | The method category — General Activity or a more specific type from the dropdown |
| Priority | Low, Medium, or High |
| Start Date / End Date | When the activity runs |
| Target Stakeholders | Stakeholder groups from your Engagement Canvas; groups added there appear here for assignment |
Target Stakeholders pulls from the Who Needs to Be Heard section of your Engagement Canvas. If no groups appear here, add them to the canvas first.
Once activities are created, CE Canvas can generate tasks from them — either manually or with EVA’s task generation. Generated tasks appear in the Task Board and can be assigned, scheduled, and tracked from there.
Relationship to tasks
Each engagement activity is a logical grouping for tasks. After creating activities, use the task generation tools (accessible from the Delivery page and the Task Board) to produce the operational checklist for running each activity — logistics, materials, venue setup, facilitation, follow-up.
Next steps
- Tasks — view and manage the tasks generated from your activities
- Engagement Planning — complete the Engagement Plan before building out activities
- Engagement Playbooks — playbooks pre-configure activities and tasks based on your project type