How do I create an Event Task?

Learn how to create a Task on the Task Board

Rachael avatar
Written by Rachael
Updated over a week ago

How do I create a Task on the Task Board?

  1. Log in with your credentials.

  2. On the Home screen, select Current Events or the vertical menu, click Event Rooms.

  3. Click the Event Card with the corresponding event name.

    If no event is in progress, see How do I create an event?

  4. In the Event Room, scroll to the bottom of the page.

    On the right, you will see the summary version of the Task Board.

  5. Click on the summary Task Board heading to open in the SAME tab, or Open in new tab, topen a new tab for the Task Board.

  6. You are now accessing the full TEvent Tasks board.

  7. Click on Add description and type in the first row of the task board and then hit enter. All other information can be entered later. Pressing the Enter key to move to the next line for a new task row, enables rapid data entry.

  8. Click on the Priority icon and select the correct priority from the drop-down menu.

  9. Click on the Status and select the correct status from the drop-down menu.

  10. Click on the Due Date and select the correct date and time and click Save.

  11. Click Add Assignee to allocate a task.

  12. Using the search functionality, select the person responsible for the task from the option or create a new contact.

  13. Clicking anywhere on the row will also activate a side panel for further information or actions.

  14. You can also toggle on or off the ability to notify the assignee of the specific task allocated to them, sent via SMS and email.

  15. Click Updates to create notes, link information and further collaborate about the specific task.

  16. Click Attachments and links to upload relevant documents or link to a piece of information on the information board, creating clear connectivity and accountability.

  17. Click Link Information to link information from the Information Board to the specific task. If you have not yet added information to the information board, you can do so by clicking Create new Information.

  18. Click Upload an attachment and select the relevant file you would like to upload.

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