Trade Show Management Software Archives - Page 6 of 13

Duplicating a Task

We just released the ability to copy/duplicate tasks in ExhibitDay.

Copying / Duplicating a Task

Sometimes it might just be easier to create a new task by duplicating an existing task. If you have a task in ExhibitDay that you want to copy, you can use the new [Duplicate] button on the task edit form to make a copy of the task.

Pro-tip: you can also duplicate a task using the “Duplicate this Task” link on the task Context Menu (when you right-click on a task).

Make a duplicate copy of a task from the context menu

Note: If you want to copy all the tasks from one event to a new event, you can use the Event Copy feature (with the Copy Tasks option checked). For more information about copying events, please read this blog post.

Exporting Collateral Transactions and Capital Asset Reservations to Spreadsheet

We just released the ability to export your Collateral Transactions and Capital Asset Reservations to spreadsheet format in ExhibitDay.

Exporting Collateral Transactions (.csv format)

To export transactions for a collateral asset, click on the export button under the [Inventory Ledger] tab of the collateral asset. The .csv export file will include all the inventory adjustments and reservations for the collateral.

Export Trade Show Collateral Asset Ledger Transactions

Exporting Capital Asset Reservations (.csv format)

To export all the reservations for a given capital asset, click on the export button under the [Reservations] tab of the capital asset. The .csv export file will include all the reservations for the capital asset.

Export Trade Show Capital Asset Reservations to Spreadsheet

Note: the ability to export data is offered to ExhibitDay workspaces that subscribe to the Premium plan.

Sign up for a free ExhibitDay account to plan your trade shows, manage your trade show assets, and collaborate on tasks with your event team.

Specifying the Location for Scheduled Items in the Event Playbook

We just released the ability to specify the location for a scheduled item in your Event Playbook in ExhibitDay.

The New Location Field

You can now use the new Location field in the scheduled items in your Event Playbook to specify where the scheduled item takes place. For example, for a meeting with a client, you can specify which meeting room the meeting will take place in; or, for speaking engagements, you can specify where the speaker will be presenting.

Location for Scheduled Playbook Items for Trade Shows and Exhibits

Adding Tags to Events

We just released the ability to add tags to your events in ExhibitDay.

Tagging Events

Tags are keywords or phrases that can be added to your events in order to classify each event. For example, you can tag an event with the name of the division in your organization that the event belongs to. Or, you can tag each event with its corresponding industry or geographical region. In other words, tags can be used as a classification/grouping mechanism for your events — however way you see fit…

Tags can be added to each event from the event view page.

Filtering Your Events by Tag

On the main Events page, you can see all the tags for each event. The new tag filter can be used to filter down the list of events by any number of tags.

Importing Events from a Spreadsheet

We just released the ability to Bulk Upload your events in ExhibitDay.

Bulk Upload From a Spreadsheet

To upload your events from a spreadsheet, click on the Bulk Upload Events link in the drop-down menu of the [Events] tab (in the top menu bar). You’ll be taken to a page where you can download the import spreadsheet template (in .xslx format).

Once you have downloaded the template, open it in Microsoft Excel (or any other spreadsheet application capable of editing .xlsx files). Then, fill in all your events (in accordance with the columns specified in the template). Finally, use the [Upload] button at the bottom of the page to start the import process.

Once the upload is complete, you’ll be taken to the Import Review Screen where you can see the event(s) being imported (and make any necessary data adjustments). To complete the import, click on the [Submit] button at the bottom of the Import Review Screen.

Note: the Bulk Upload Process is limited to 100 events per upload. So, if you would like to import more than 100 events, you should break them down into batches of 100 events per spreadsheet and upload each batch separately.

Category: Trade Show Management Software