This article explains how to create and assign tasks for an event and track their progress in the board or list.
REQUIREMENTS
- The Event Planner is active for the event (trial period or license)
- Permission to edit the planning
BOARD AND LIST
In the event, open Planning › Tasks. Use Board/List to switch between two views of the same tasks.
| View | Suitable for |
|---|---|
| Board | One column per status; drag and drop cards to the next status |
| List | Table with sorting, filtering and multiple selection |
A card displays the title, trade, responsible person, due date and priority.
Overdue tasks are marked in red.
CREATE A TASK
- Click Create task.
- Enter the title, trade, responsible person, due date and priority.
- Add a checklist if needed.
- Click Save.
EDIT TASKS
Clicking a task opens the flyout. There, you can change the status with one click, check off checklist items and write comments. Click Edit to open all fields.
To edit multiple tasks at once, select them in the list. You can then use the action bar to change the status, responsible person, trade, priority or due date, or delete the tasks.
FILTER, GROUP AND SAVE VIEWS
- Clicking a column header sorts the list.
- Filter opens a filter row below the column headers.
- Use Display to group by status, person, trade or due week.
- Save frequently used combinations as a view.
|
Note: Each column in the board displays up to 30 cards. Use the link at the end of the column to open all tasks with this status in the list. |
| Tip: Overdue tasks also appear in the event cockpit under “Overdue tasks”. |
DO YOU HAVE ANY QUESTIONS?
If you have any questions, our Customer Service Team will be happy to help.