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

Event Playbook: Changing the Number of Days Prior to the Event Start Date and After the Event End Date

The Event Playbook can be used to create a schedule of various sessions and activities throughout the event (e.g., conference tracks, booth duty, meetings with clients, speaker sessions, demos, technical talks, etc.).

Event Playbook

Changing the Numbers of Days in the ‘Prep’ and ‘Afterward’ Sections

The Event Playbook date range spans across a number of days prior-to and after the event (as shown under the ‘Prep’ and ‘Afterward’ sections of the Playbook tab) — this provides the ability to create schedules for activities that typically take place outside the date range of the event itself (e.g., welcome social, networking sessions, after-party, etc.); such activities tend to be scheduled a day-or-so prior to the start of the event, or, a day-or-so after the event ends. Therefore, the recommended date range setting for the Playbook is no more than 3 days prior to the event start date, and no more than 3 days after the event end date.

In order to change the Playbook’s number of days prior-to and number of days after the event, use the Event Layout Settings tab (accessible under the extended menu of the event tab strip).

Change Playbook Date Range

Pro-tip:  Entries in the Event Playbook can be synced with third-party calendars (like Google Calendar, and Outlook). For more information about syncing ExhibitDay with your calendar system, please see this blog post.

Specifying the Check-in (Return to Storage) for Collateral and Multi-Quantity Asset Reservations

You can now specify a Check-in/Return Date for Collateral and Multi-Quantity Asset reservations in ExhibitDay.

When reserving a Collateral/Multi-Quantity Asset for an event, use the “Return to Storage / Check-in” section of the reservation form to specify if/when the items will return back to storage.

Check-in Return of Trade Show Asset to Storage

When to choose the ‘Unspecified / TBD’ option:

In certain cases, the items that get checked out either do not return back to storage at all, or, only some portion of the quantity checked-out gets returned back to storage. For example, if 500 Logo Pens are checked out for an event, some or none of the Logo Pens may return back to storage after the event. In such scenarios, choose the ‘Unspecified / TBD’ option. If/when any portion of item(s) end up getting sent back to storage, you can make a manual inventory adjustment entry for this asset at the storage location the items are returned to.

Also, in certain scenarios, some portion of the items checked-out may even go to a different location after the event (e.g. 15 chairs are checked out for an event, 5 of them return to the original storage location and 10 get shipped directly to a different event and get returned at a later date); in such cases, it is also recommended that the ‘Unspecified / TBD’ option be selected so that manual inventory adjustments are made upon actual arrival of the items at each location.

When to choose the ‘Everything comes right back after the event’ option:

Choose this option only if you know that all quantities of this asset checked-out for this reservation will return back to the same storage location after the event. The system will automatically make the inventory adjustment entry (increase) for the check-in on the specified return date. For example, if 15 chairs are reserved for an event, and after the event, all 15 chairs will return to the same storage location they were checked-out from, then you can select this option and specify the return date — this way, the system will automatically mark an inventory increase on the return date, and you won’t have to ‘check-in’ (by adding an inventory adjustment entry for the return).

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.