Settings
Tasks
Configure task templates and checklist templates for admin tasks and event briefs
Overview
Task settings allow you to manage templates for both administrative tasks and event brief checklists. These default templates automatically populate when creating new events, ensuring consistency in your operations.Default Task Templates
Admin Tasks
Admin Tasks
Configure administrative task templates:
- Pre-event preparations
- Client communications
- Resource management
- Post-event follow-ups
Create comprehensive task lists to ensure nothing is overlooked during event preparation.
Event Brief Checklist Template
Event Brief Checklist Template
Configure default checklist templates:
- Create templates of your most standard checklist tasks
- Organize tasks by event brief sections
- Default checklist auto-applied to new events
Markdown Support
Formatting Options
Formatting Options
Use Markdown to enhance task descriptions:
Markdown formatting helps create clear, structured task instructions.
Link Integration
Link Integration
Add useful links in tasks using markdown formatting:
- Equipment manuals
- Setup guides
- Training videos
- Reference documents
Task Organization
Section Management
Section Management
Organize tasks by event phase:
- Prep and Loading
- Travel to Event
- Setup
- Service
- Post-Event Cleanup
- Return and Unload
Task Ordering
Task Ordering
Control task sequence:
- Set priority levels
- Arrange logical flow
- Group related tasks
- Manage dependencies
Checklist Template Management
Creating Templates
Creating Templates
Save successful checklists as reusable templates:
- Complete an event with a well-organized checklist
- Navigate to the Event Brief tab
- Select the checklist you want to save
- Click “Checklist options” → “Save as template”
- Enter a descriptive name for your template
Use specific names like “Lead team member checklist” or “Premium bar checklist” to make templates easy to identify.
Company-Wide Access
Company-Wide Access
Templates benefit your entire team:
- All team members can access company templates
- Standardize procedures across events - Maintain consistency in service quality
- Share best practices organization-wide
Templates are automatically available to all team members when creating new event checklists.
Template Maintenance
Template Maintenance
Keep your template library organized:
- Regularly review template effectiveness
- Remove outdated or unused templates
- Create new updated templates based on operational changes
Deleting a template doesn’t affect checklists already created from that template.
Best Practices
Task Creation
- Create clear, actionable tasks
- Use consistent formatting
- Keep instructions concise
- Review and update regularly
- Maintain logical task order
Template Management
- Use descriptive template names
- Regularly audit and clean up templates
- Test templates with real events before company-wide rollout
- Gather feedback from staff on template effectiveness
- Create templates for different event types and sizes
Next Steps
After configuring tasks and templates:- Create event briefs with checklists
- Set up timeline defaults
- Test task templates with upcoming events
- Train team on checklist procedures
- Gather feedback and iterate on templates