Create a Workbook
To create a workbook:
Left-hand panel → Workbooks
Then click Add Workbook on the right-hand side.
Enter a Workbook Name.
You can also choose to add an Access Key to make your workbook more secure.
Next, add a Description. This can be edited later.
You can also allocate the workbook to specific Suppliers or Departments, or leave this blank.
Click Save to create your workbook.
Your workbook will open ready for editing.
Edit Workbook Details
At the top of the workbook, click the pencil icon to edit:
Workbook name
Access key
Workbook details
You can update these at any time.
Add Description
You can add any information in the Description section.
This might include:
Instructions
Event information
Contact details
Notes for teams
Add Maps
To add a map:
Click Add Map
Enter a name
Select the event
Choose the view
You can add multiple maps to a single workbook.
Add Equipment Lists
You can also add equipment lists.
Click Add Equipment List, then:
Select the event
Choose the view
This allows you to share filtered equipment lists. You can add multiple equipment lists to a single workbook.
Add Schedules
To add schedules:
Click Add Schedule
Select the schedule
Choose the view
This allows you to share relevant scheduling information. You can add multiple schedules to a single workbook.
Add Attachments
You can also upload attachments.
This may include:
Induction documents
Engineering specifications
Site documents
Additional information
Share Your Workbook
Once you've added your information, you can share your workbook with your team.
Option 1: Copy the Workbook Link
Copy the link at the top of the workbook and send it to your team.
The link opens a view-only front end where users can:
View content
Navigate maps
View schedules
Leave comments
Comments allow users to ask questions, leave notes, or provide feedback.
Option 2: Share via Email
Select the Share Workbook icon.
Enter one or more email addresses.
Select Share with Selected.
Recipients will receive an email with a direct link to the workbook.
Sending Notifications
If you've made updates to a workbook and want to notify specific people, you can send a notification directly from EventLab.
Select Push Notification.
Enter a message describing the update.
Choose the recipients.
Select Send Notification.
Recipients will receive an email containing your message and a direct link to the workbook, making it easy to communicate changes and keep teams informed.
