Setting tasks when managing events is crucial for efficiency, accountability, and coordination among team members. Automated tasks streamline repetitive actions and save you time!
Where can I see my tasks?
Tasks are located under Tasks in your navigation bar. This is where you can see your tasks as well as your team members, based on status, owner, event, etc.
How can I add a task?
- Click on the red Add Task button in the upper right corner of the task page
- Fill in the information and assign the task to someone else or yourself
From here, you can either Save & Notify or Save.
Save & Notify will notify the team member assigned to the task immediately, as well as the day before the task is due, while Save only notifies the task owner the day before it is due.
Where can I find automated tasks?
Automated tasks can be found in Settings under Automated Tasks on the left-hand side.
What are automated tasks?
Automated tasks notify users based on the criteria that you set for each automated task. You are able to toggle these on or off whenever you'd like.
What criteria can I set for automated tasks?
- Event status
- Event Type
- Days before or after an event
What are event types?
Event types allow you to tailor the communication efficiently, ensuring a more personalized experience for the guests. Event types in automated tasks allows you to customize who receives what communication.
