Based on user feedback and popular demand, we just released the ability to add Resources (non-users) to your ExhibitDay workspace.
A Resource is a “non-user” in your ExhibitDay workspace (i.e. no ExhibitDay account / no access to your Events). Essentially, they are people who participate in your trade shows and exhibits, but don’t have the need to log into your ExhibitDay workspace; like: speakers, 1099 sales personnel, contractors, specialists, and temporary staff.
Just like Users, Resources can be added as event attendees (under each event’s [Staff] tab), or they can be assigned to travel reservations (under each event’s [Travel] tab).
You cannot assign tasks to Resources. And, Resources have no ability to log into your ExhibitDay workspace.
How to Add Resources to your Workspace
In order to add a Resource to your ExhibitDay workspace, click on the “Users & Permission” link in the top settings menu and click the [Add] button under the [User & Permissions] tab. There, you’ll see the option to either invite a new User to join your workspace, or add a Resource (non-user).
Create a free ExhibitDay account and start tracking the speakers, 1099 sales personnel, contractors, specialist, and temporary staff for your events.
Based on user feedback, we just released new functionality to track non-event-specific miscellaneous expenses in your annual budgets. These are trade show and exhibit expenses that are incurred against your annual event budget that cannot be attributed to a single event — for example: new booth furniture, or, updated print brochures.
You can manage your miscellaneous annual expenses under the [Other / Miscellaneous Expenses] tab of the Annual Budgets page in ExhibitDay.
Create a free ExhibitDay account and start tracking the budgets for all your trade shows, exhibits and sponsorships.
Just launched — the ability to track budgets and actual costs for your trade shows and sponsorships in ExhibitDay.
This new enhancement helps you get a better lens into your investments in exhibits and event sponsorships and gives you more clarity when planning for future events.
Like most things in life…
“If you can measure it, you can make it better.”
Event-Specific Budgets
Under the Budget tab of each event, you can now enter the planned budget for the exhibit booth, services, travel reservations, shipments, sponsorships, and other/miscellaneous expenses.
Event Budget Summary
The planned and actual sums are automatically calculated in the top summary section:
Entering Actual Costs
A new “Cost” field has been added for:
Booth Reservation (under the event [Booth] tab)
Booth Services (under the event [Booth] tab)
Travel Reservations (under the event [Travel] tab)
Sponsorships (under the event [Sponsorships] tab)
Other Expenses (under the event [Other/Misc. Expenses] tab
Use the newly added “Cost” field to specify the actual cost for each expense. The costs that you enter get aggregated into the actuals under the event Budget tab.
Annual Budgets
We also added the ability to track annual budgets (for all your trade shows).
Under the annual budgets tab, you can set your overall annual budget for your Exhibits as well as your event Sponsorships. The actual costs are automatically aggregated from the values you enter in the “Cost” fields of all your events for the year.
Access Control
You have the ability to control which users in your ExhibitDay workspace have access to view and update costs as well as budgets.
Sign up for an ExhibitDay account and start tracking the budgets for your trade shows and exhibits.
Today, we launched ExhibitDay’s Task Management feature. This release marks a big milestone for ExhibitDay because it allows event teams to collaborate on trade-show-related tasks and get things done.
Here is how ExhibitDay’s Event Task Management works in a nutshell:
You can create generic or event-specific tasks like: “Find a new vendor for booth displays” or “Order swag for the booth at the CES Conference”. Then, set a due date and assign the task to any team member in your workspace.
The rest is straight forward: The task assignee gets notified about what they have to do; you get notified when the task is complete or when others leave a comment on your task. … and, so on. And, of course, you can control all your task-related notification settings (under the My Profile and Preferences section).
The Task Board
The task board is the main hub for all the tasks across all your team’s events (and, even, generic tasks that may have nothing to do with a specific event). You can track and manage every task in your workspace from the Task Board (including the ability to move a task from one event to another).
ExhibitDay – Task Board
Event-Specific Tasks:
Each event has its own [Tasks] tab. Under the event [Tasks] tab, you’ll find all the tasks related to that event. There, you can manage all the tasks related to the event (just like you would on the Task Board); the only difference is that you won’t be able to move tasks to another Event (you’d have to go to the Task Board to do that).
Event-Specific Tasks
Pro tip: If you are adding a handful of tasks for a specific event, instead of creating them on the Task Board, go to the [Tasks] tab of the event and enter them directly there. This will save you the time it would take to drag the tasks to your event if you were to create them directly on the Task Board.
User Permissions for Task Management:
We get it — Every team has its own way of doing things. So, we added granular control over who can do what when it comes to managing tasks in your workspace. You can limit a team member’s access to Tasks based on these three levels of access:
1) Full Access – the user can view/add/update tasks for anyone on your team.
2) Add/update Access to One’s Own Tasks Only – the user can view (and comment on) all tasks assigned to others on the team; but, they can only add/update tasks assigned to themself.
3) No Access to Tasks – the user has no access to the Task Board or the [Tasks] tab of the events in your workspace
Event-Specific Tasks
Pro Tip: if you want to give a user purely view access to all the tasks in your workspace, add them as a Guest User — they’ll be able to see every task but won’t be able to modify anything (and won’t be able to comment on any task).
We’re totally excited!
We hope you enjoy our new Task Management feature. As always, we look forward to all your feedback.
ExhibitDay
ExhibitDay is a simple exhibit tracking and trade show collaboration tool that helps you track and manage all your events.
