Tag: task management

Categorizing Event Tasks Using Sections

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.

Add a task section

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.

Edit Task Sections

Once the “Configure Task Sections” dialog appears, make your changes to the list of sections and simply close the dialog.

Configure Task Sections for an Event

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).

Event Task Management, FTW!

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.

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www.ExhibitDay.com