As an Event Professional, there are a ton of important things you need to get done behind the scenes to make sure everything goes well. That's why we created the tasks tool to help you keep track of what has been done, and what still needs accomplished. Tasks can be added, updated, and deleted from either the Tasks menu found in the Navigation bar to the left of the page, or within the Proposal they are associated with.
How To:
From events page
Select Tasks from the navigation menu on the left side on the screen.
Select "add new task" button above task list
Name task, set a date for the task, Assign it to a specific user, and assign it to a specific event.
Sort tasks by selecting the the headers (task, event, assignee, or due date)
Use the icons to the right of each task to complete, edit, or delete the task
Use search bar on top right hand side to search for a specific task
From Proposal
Select the proposal you want to create a task for
In the workroom, Scroll to the bottom of the page
Select "Add Task" button on bottom right
Set date, name, and assign the task
Use check box to the left of the task to complete in
Use trash icon on left of task to erase it