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).
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.
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).
To help stay on top of your tasks and get everything done on time, we’ve added email reminders for upcoming tasks in ExhibitDay. You can get reminders for your tasks 1, 2 or 3 days prior to their due dates.
How to Configure Your Trade Show Task Email Reminders
To configure your task reminder preferences, click on the top menu, then click [My Profile & Preferences]. From the [Email Preferences] tab, select [Update My Task Management Email Notification Preferences].
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).
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).
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
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 is a simple exhibit tracking and trade show collaboration tool that helps you track and manage all your events.