You can specify your view preferences for the main Assets page (where you see a list of all your assets in ExhibitDay). To change your view preferences, click the View Preferences button (toward the upper-right corner of the page). There, you can specify which properties of Assets you would like to have displayed on the main Assets page.
Please note that Assets Page View Preferences are user-specific. Changing your View Preferences does not affect the View Preferences of other users in your ExhibitDay workspace.
When you edit an asset, you can specify its weight and dimensions (L x W x H). Additionally, you can specify the Packaged Weight and Dimensions for the asset. Packaged Weight and Dimensions (L x W x H) are the weight and dimensions of the asset when the asset is packaged/unassembled (while in storage or during shipment).
The Storage Footprint is the amount of space (volume) this asset occupies in storage.
Storage Footprint for Capital Assets
When viewing a Capital Asset (single-quantity items like your booth and display), the Storage Footprint is displayed underneath the Asset’s Status (right after the asset information).
The Storage Footprint for Capital Assets is calculated based on the asset’s dimensions.
Storage Footprint = Length x Width x Height
Note: If Packaged Dimensions are specified for an asset, then Packaged Dimensions will be used for the calculation of the asset’s Storage Footprint. Otherwise, the Item Dimensions will be used for the calculation of the asset’s Storage Footprint.
Storage Footprint for Collateral/Multi-quantity Items
When viewing a Collateral/Multi-quantity asset (like swag and marketing material), the Storage Footprint and the Projected/Future Storage Footprint are displayed underneath the Asset’s Quantity in Storage section of the page (right after the asset information).
The Storage Footprint for Collateral/Multi-quantity assets is calculated based on dimensions and quantity in storage.
Storage Footprint = [Quantity in Storage] x Length x Width x Height
If Packaged Dimensions are specified for an asset, then Packaged Dimensions will be used for the calculation of the asset’s Storage Footprint. Otherwise, the Item Dimensions will be used for the calculation of the asset’s Storage Footprint.
Note: Typically, Packaged Dimensions are only specified for Capital Assets (single-unit items like your booth, display and furniture). For Collateral/Multi-quantity items (like swag and marketing material), Packaged Dimensions can be left blank. But, if you would like to enter the Packaged Dimensions for a Collateral/Multi-quantity asset, please enter the Packaged Dimension of a single unit of the item (not the Packaged Dimensions of a group/pack of the item); this is because the calculation of Storage Footprint for Collateral/Multi-quantity items will take into consideration the quantity of the item available in storage – meaning that if you enter the Packaged Dimensions of a group/pack of the item, the Storage Footprint will become erroneously inflated.
Changing Units of Measurement for Asset Weight and Dimensions
You can change the units of measurement for asset weight and dimensions under Workspace Settings.
You can view metrics and analytics for your events using the Workspace Metrics & Analytics page. To view the Workspace Metrics & Analytics page, click on the “Metrics & Analytics” link in the dropdown menu of the top navigation bar.
Task Sections help you categorize tasks (under a given event’s Tasks tab) by grouping them together. For example, you can create a “High Priority” section for urgent tasks or an “In-progress” section for tasks currently being worked on.
Adding a Task Section to an Event
You can add sections to an event’s tasks tab using the dropdown menu of the “Add Task” button.
Note: Task sections are event-specific. When you add/rename/reorder/delete task sections for a given event, the task sections for other events are not affected.
Once you add your first section to an event’s Tasks tab, the system automatically adds a section called “Uncategorized”. This section is used for tasks that haven’t been categorized yet.
Configurating Task Sections for an Event
After you create task sections for an event, you can rename, reorder, or delete the sections using the “Configure Task Sections” popup dialog. To open the “Configure Task Sections” dialog, click the pencil icon next to any of the task section names on the board.
Once the “Configure Task Sections” dialog appears, make your changes to the list of sections and simply close the dialog.
You can reorder the task sections by grab-and-dragging the handle to the right of each section. The “Uncategorized Tasks” section can only be placed either at the top or at the bottom of the list.
Creating Default Task Sections (sections that automatically get created whenever you add a new event).
Default Event Task Sections are task sections that automatically get created whenever you add a new event to your workspace. You can configure default task sections for your workspace under: Workspace Settings > Workspace Customizations > Configure Default Event Task Sections.
Applying Default Task Sections to Existing Events
Once you have created default task sections for new events in your workspace, you can also apply them to existing events using the “Apply to all existing events” button at the bottom of the default sections list.
What happens when you apply the default task sections to all existing events
When you click the “Apply to all existing events” button, this is how the default task sections get applied to each existing event:
If the existing event has no task sections, all of the default task sections will be added to it (in the same order as listed on the workspace settings page).
If the event already has at least one task section:
The default task sections will be added to top of the list of sections for the event.
To avoid duplicate sections, if the event already has a task section that matches the name of one of the default sections, that section will not get added to the event.
The position of the Uncategorized section for the event will be updated to match the position of the Uncategorized tasks in the default task sections (i.e. if the Uncategorized section in the default task sections is at the top, the Uncategorized tasks for the event will be moved to the top; if the Uncategorized section is at the bottom, the Uncategorized tasks for the event will be moved to the bottom).
Note: Once you apply the default task sections to your existing events, you won’t be able to rename or delete them in bulk (you’d have to go to each event’s Tasks tab in order to make changes to the task sections for that event).
A Shareable Event Board is an automatically generated page that displays a list of events in your workspace based on the predetermined filter criteria that you select.
Each Event Board has a unique URL (web address) that can be used to view the board without having to log into ExhibitDay. You can share this URL with people interested in the events you’re attending, or publish it on your organization’s website to inform your customers about your upcoming shows.
Configuring Event Boards
You can get to the Event Board Management Area from the dropdown menu of the Events tab.
Once you create a board, you can configure it to be filtered down based on various criteria. You can also select the information you would like to have displayed on the board about each event.
Filtering the Board Based on a Value of a Custom Dropdown Field
Under the “Advanced Filtering” section of the “Board Settings” tab, you can configure your event board to be filtered down based on the value of any Custom Dropdown field.
Example: You can add a custom dropdown field to your events and name it “Publish this event to the Event Board?” (with the available options: ‘Yes’ and ‘No’). Then, you can configure your board to be filtered down to events that have the value ‘Yes’ selected for that dropdown.
Previewing the Board
Once you’re done making configuration changes to your event board, you can click the “Preview Board” button to see what your event board looks like when you share its URL with someone or embed it in a web page.
Note: If you don’t see a particular event listed on the board, it’s because that event does not match the filter criteria (configured under the Board Settings tab) or it has been excluded from the board (under the Exclusion List tab).
Sharing the Board (outside of ExhibitDay)
You can obtain the board’s shareable URL (unique web address) by clicking the “Share” button.
Note: The board’s shareable URL will never change (i.e., the event board is always accessible via this URL). Also, an ExhibitDay account is not required when viewing the event board using this URL. Anyone you share this URL with can view the board without having to log into ExhibitDay.
Embedding the Board on Your Organization’s Website, Blog, or Intranet
You can obtain the HTML markup for embedding the event board on a website from the “Embed Code” tab.
Note: if you are using the WordPress as your CMS, insert the embed code as a “Custom HTML” block.
Exporting the Board (.csv, JSON, XML)
The board can be exported in 3 formats: .csv (spreadsheet download), JSON, and XML. The unique URLs for exporting the board can be obtained from the “Export URLs” tab.
Note: An ExhibitDay account is not required for exporting the event board using the export URLs. Anyone you share the export URLs with can export the board without having to log into ExhibitDay.
Changing the Event Board’s Look and Feel (using Custom CSS)
If you would like to change the look and feel of an event board, use the “Custom CSS” field under the “Advanced Settings” tab to override the default styles.
Note: The Custom CSS setting is an advanced/technical setting that requires familiarity with Cascading Style Sheets (a design language used by programmers and web developers).
As an example, if you add the CSS styles below into the “Custom CSS” field, the board’s font size will be smaller, the background color will change to purple, the board name will be purple, and the background color of each event on the board will be light yellow.