ExhibitDay

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.

Tracking Event-Specific Miscellaneous Expenses and Credits

Miscellaneous expenses (e.g. iPad giveaway, or Membership fees) and credits (e.g. partial booth service refund) for an event can be tracked under the [Misc. Expenses & Credits] tab of an event; this tab can be accessed via the extended menu on the event page tab strip.

Tracking Misc. Expenses and Credits for Trade Shows

Expenses entered under this tab will count towards the total actual costs of the Misc. Expenses line-item in the event-specific budget. Credit entries will show as negative amounts and will count against the total actual expenses for the event.

Sign up for a free ExhibitDay account to plan your trade shows, and manage budgets, engagements analytics & ROI for your events.

The Context Menu for Tasks

We just released the new Context Menu for tasks in ExhibitDay.

The Task Context Menu

You can open the task Context Menu by right-clicking anywhere on a task (or, ctrl-click / secondary click on an Apple/Mac device). The task Context Menu gives you quick access to the functions you need to manage your tasks. For example, you can edit a task, show/hide its details, or delete it.

Note: the task Context Menu is only available when accessing ExhibitDay using a desktop browser (it is not available on mobile/touch devices).

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.

Exhibit Day