The Task List allows you to create, manage, and track all tasks related to your event in one place.
It helps you stay organised by showing what needs to be done, what is in progress, and what has been completed.
Where to Find the Task List
You can find the Task List on the event dashboard.
At a glance, this section shows:
Number of Pending tasks
Number of In Progress tasks
Number of Completed tasks
The next task due
To view all tasks in detail, click “View All Tasks”.
Viewing and Filtering Tasks
Once inside the Task List, you will see all tasks that have been created for the event.
You can organise and refine your view using filters and sorting options.
Available Filters:
Status (Pending, In Progress, Completed)
Priority
Tags
You can also use the sorting function to better organise your task list.
Creating a Task
You can create new tasks at any time to manage your event workflow.
To Create a Task:
Click “Create Task”
Enter the required details:
Title
Due date
Due time
Priority
Status (Pending, In Progress, Completed)
Add optional details:
Assign to (team member)
Tags
Reminder method (Email, In-app, or both)
Description
Adding Documents and Notes to Tasks
Each task can include additional information to support your team.
You can:
Attach documents to provide relevant files
Add notes related to the task
Within Notes:
You can tag team members using the @ mention feature
This helps notify and involve the right people
Once completed, click Create Task.
Viewing Task Details
After a task has been created, it will appear in the task list.
You can click the arrow dropdown next to a task to expand it and view more detailed information.
This includes:
Task description
Assigned team member
Tags
Attached documents
Notes and updates
This allows you to quickly access all relevant information without leaving the task list.
Managing Your Tasks
Once a task is created, it will appear in the task list.
You can update tasks at any time to reflect progress.
This allows you to:
Track progress across your event
Keep your team aligned on priorities
Ensure deadlines are met
Staying on Top of Your Event Tasks
Using the Task List helps you maintain full visibility over your event workflow.
By keeping tasks updated and organised, you can ensure nothing is missed and your event runs smoothly.