In Event Temple, a Task is any activity or “to-do” that you have with a customer. These are commonly referred to as "Traces" in Hotels.
Common examples:
Sales Tasks: emails, cold calls, follow-up calls, meetings, etc.
Operational activities: a reminder to create a BEO, set up chairs, or create a Group Resume.
If you are in an operations role, we recommend that when working on your Tasks, you go to your Dashboard each morning to see what you have to do today and complete any overdue tasks first. If you are in Sales we recommend starting with the Task Calendar and following your scheduled plan for the day.
Locate Tasks by clicking Tasks on the left-hand sidebar. In this section, the Task List, you can see all of your past, present, and future tasks related to an Account, Contact, or Booking. As with any table view in Event Temple, you can apply filters, customize columns and export the view as a report.
Recurring Tasks are not currently available, however it is possible to apply Workflows to selected Bookings.
Types of Tasks
Types of Tasks
Booking Tasks
Tasks that apply to Groups and Events. These are normally operational tasks that you need to do for that specific Booking.
To access Booking Tasks:
Click on a Booking from the pipeline or list view
Click on the Tasks Sub-Tab
Account and Contact Tasks
Activities that you want to apply to that specific Contact or Account. They are normally used for sales activity tracking.
To access Account and Contact Tasks:
Find the Account or Contact you want and click on it to open it
Click on the Tasks Sub-Tab
Add a Task
Add a Task
Like many things in Event Temple, you can add a Task in multiple ways.
Add a Task from the Task List
Click on Tasks in the left-hand sidebar
Click New Task
Enter the Task Name, Task Type, and any other information available
Link the Task to a Booking, Contact, or Account
Set a Reminder
Click Save
Adding a Task to a Booking
Access the Booking you wish to add a Task to
Click on the Task Sub-Tab
Click on the New Task button
Fill out the appropriate fields
When complete, click Save
The same process applies if adding a Task from the Contact or Account's Task Sub Tab.
Adding a Task from the List or Pipeline View
Click on the drop-down arrow at the end of the Booking's name
Click New Task
Fill out the appropriate fields
When complete, click Save
You will see all already added Tasks and you can choose to mark it done directly from here.
Edit a Task
Edit a Task
Click on Tasks in the left-hand sidebar
Search for the Task
Click on the arrow icon on the right-hand side
or choose to click on the name of the Task
Click Edit
Make the necessary changes
Click Save
The same process applies if editing a Task from the Contact, Account, or Booking's Task Sub Tab.
Delete a Task
Delete a Task
Deleting a Task is a permanent action & cannot be undone.
From The Task Page
Click on the Dropdown Arrow on the right-hand side
Select Delete
Confirm you want to delete the Task
The same process applies if deleting a Task from the Contact, Account, or Booking's Task Sub Tab.
Complete a Task
Complete a Task
You can check a Task as complete from:
Your Dashboard
Task List
An Account
A Contact
A Booking
Once the Task has been marked as complete the Task will be crossed out:
Bookings List or Pipeline View
Important Considerations
Important Considerations
If you are part of a Chain, you can see all your tasks across the Chain by toggling to the Chain Dashboard from the dropdown in the top right.
You can also add a column into the view to see which Organisation the Tasks belong to. For more information on Chain Dashboard please click the link below.
Additional Information