Copying Tasks From Another Event

You can add tasks to your events by copying tasks from other events.

In order to copy tasks from another event, go to the [Tasks] tab of the event that you’d like to copy tasks into. Then, open the dropdown menu of the [New Task] button and select “Copy tasks from another event”.

Copy Tasks From Another Event

Use the Copy Tasks pop-up dialog to select the event you’d like to copy tasks from, and choose the copy options you’d like to use. Then, click the [Submit] button at the bottom of the pop-up dialog to compelete the copy/import process.

Import Tasks From Other Events

Personalization of the Event Calendar View: Color-Coding by Event Participation Type

You can personalize the colors of the calendar entries for your Events in ExhibitDay. Different color codes can be selected based on Event Participation type.

How to Change the Colors of Calendar Entries

To personalize the colors for your calendar entries, first switch to the Calendar View under the main Events tab. Then, click the Calendar Preferences icon (located at the top-right corner of the Events Calendar).

Customize Event Calendar Colors

Note: any personalizations that you make to your Calendar View are only applied to your account; the Calendar View preferences for other users in your ExhibitDay Workspace will not get affected.

Personalization of the Event Calendar View is available to ExhibitDay Workspaces under the Premium and Enterprise plans.

Did you know?

Did you know that you can add up to 5 additional Event Participation Types for your Events in ExhibitDay? For more information about customizing your Event Participation Types, please see this post.

Adding a Description for Exhibit Hall and Booth Setup/Dismantle Dates and Times

You can now specify a ‘Description’ for each Date/Time entry listed under the Exhibit Hall and Booth Setup/Dismantle sections of the Event Info tab. To specify a description for a Date/Time entry, click the ‘Add description’ link listed directly underneath the Date/Time row. The description field can be used to track notes (e.g. ‘Vendor Reception’, ‘Coffee Break / Dedicated Viewing’, etc.).

Trade Show Exhibit Date Description

Tagging Asset Reservations in Shipments

Asset reservations can now be tagged in Shipments for your Events in ExhibitDay.

Tagging a Reservation

Once you have made reservations for Assets (under the Event [Assets] tab), you can tag those reservations in any of your Shipments (under the Event [Shipments] tab).

Tagging Asset Reservations for Trade Shows and Exhibits in Shipments

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Optional Accessories for Capital Assets

You can now add Optional Accessories to your Capital Assets in ExhibitDay.

Optional Accessories

Optional Accessories are supplemental add-on items that can be optionally requested when reserving a Capital Asset. The person making the reservation can specify the quantity for each Optional Accessory (depending on the specific nature of the reservation).

Example:
If the Asset is a Laptop Computer, the Optional Accessories could be a Carry-on Case, a Mouse, a Keyboard, or a Power Adapter; when a user reserves the Laptop, they may specify (1) Keyboard, and (2) Power Adapters to be included.

Adding Optional Accessories to Capital Assets

Optional Accessories for a Capital Asset can be configured from the Asset Edit page (in the Manage Assets area).

Configuring Optional Accessories for a Capital Asset

The Maximum Quantity (that can be requested)

The Maximum Quantity (that can be requested) is the maximum number of units of an Optional Accessory that can be specified (by the person making the reservation) when reserving the underlying Asset.

Example:
If the Asset is a Laptop Computer and the Optional Accessory is a Power Adapter, and you want users to be able to request a maximum of only 2 Power Adapters when reserving the Laptop, then set the value of its Maximum Quantity to 2.

The Default Quantity

The Default Quantity is the quantity (of the Optional Accessory) that is selected by default when making a new reservation for the underlying Asset.

Example:
If the Asset is a Laptop Computer and the Optional Accessory is a Power Adapter with a Default Quantity of (1), whenever a new reservation for the Laptop Computer is made, by default the system will select (1) as the quantity for the Power Adapter. The user making the reservation may choose to change that quantity (depending on the specific nature of that reservation).

Note: If you don’t want to set a Default Quantity (i.e. you want the person reserving the underlying Asset to decide how many units of this Accessory they want to include in the reservation), then enter 0 for the Default Quantity.

The Availability Status

The Availability Status of an Optional Accessory determines whether or not the Accessory is available when making new reservations for the underlying Asset.

If the Availability Status is set to ‘Active/Available’, then the Optional Accessory is included in the list of selectable Accessories.

If the Availability Status is changed to ‘Temporarily Unavailable’, then the Optional Accessory will not be included in the list of selectable Accessories (for any new reservations of the underlying Asset).

Requesting Optional Accessories when Making a Reservation

If a Capital Asset has Optional Accessories configured, the Asset Reservation screen will allow the user to select the quantity for each Optional Accessory they would like to add-on to the reservation.

Selecting Accessories when Reserving and Asset

Optional Accessories in the Inventory Pull Sheet

If a reservation for a Capital Asset has Optional Accessories specified, the Requested Accessories will be listed on the Pull Sheet.

Asset Pull Sheet with Optional Accessories

Important Notes

  1. An Optional Accessory cannot be reserved by itself; it is something that can be optionally added-on only when reserving the underlying Asset.
  2. Optional Accessories are not tracked like Assets; the system does not keep track of the status, the storage location, or inventory levels (available quantities) of Optional Accessories. It is assumed that there is typically sufficient inventory available in storage to fulfill the requested number of Optional Accessories for a given reservation. If tracking the status and inventory levels of an item are required, that item should be entered as its own stand-alone Asset.
  3. ‘Required parts’ of an Asset should not be entered as Optional Accessories. For example, if the Asset is a Booth, and its parts always consist of Frames/Panels/Rolling Case/Lights (which collectively make up the Asset), do not enter these parts as Optional Accessories; the required parts can be specified in the ‘Pull Notes’ textbox (when Editing the Asset Information).

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