Tasks in Event Temple help you log and manage your sales activities, follow-ups, and reminders. You can create a task from an Account, Booking, Contact, or directly through the Task tab.
Adding a Task to a Booking
Open the Booking you want to add a Task to.
Click the Tasks sub-tab.
Select New Task.
Complete the required fields.
Click Save.
Adding a Task to a Contact
Open the Contact.
Go to the Tasks sub-tab.
Click New Task.
Fill out the fields.
Click Save.
Adding a Task to an Account
Open the Account.
Select the Tasks sub-tab.
Click New Task.
Complete the task fields.
Click Save.
Adding a Task from the Task Tab
Select the Tasks tab in the left-hand menu.
Click New Task.
Complete the fields as needed.
Click Save.
Task Fields Explained
When creating a task, you’ll see several fields to complete:
Task Name: What the task is (e.g., Follow up with Client).
Task Type: The activity type (e.g., phone call, email, room setup).
Assignee: The person responsible for the task. Default is the creator.
Booking / Contact / Account: Related records to link the task to.
Due Date & Time: When the task is expected to be completed.
Duration: The estimated time to complete the task.
All Day: Check if it’s an all-day task.
Description: Key notes or details.
Result: Outcome or next steps (e.g., Client confirmed contract).
Completed: Mark as done if already finished.
Reminders: Set email alerts for the assignee before the due time.