Skip to main content

​
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

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.
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

Use Markdown to enhance task descriptions:
- Create links: [Gallery](https://example.com/gallery)
- Add emphasis: **Important** or *Note*
- Create lists: 1. First 2. Second
- Add headings: # Main Point
Markdown formatting helps create clear, structured task instructions.

​
Task Organization

Organize tasks by event phase:
  • Prep and Loading
  • Travel to Event
  • Setup
  • Service
  • Post-Event Cleanup
  • Return and Unload
Control task sequence:
  • Set priority levels
  • Arrange logical flow
  • Group related tasks
  • Manage dependencies

​
Checklist Template Management

Save successful checklists as reusable templates:
  1. Complete an event with a well-organized checklist
  2. Navigate to the Event Brief tab
  3. Select the checklist you want to save
  4. Click “Checklist options” → “Save as template”
  5. 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.
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.
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  • Remove outdated or unused templates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

  1. Create clear, actionable tasks
  2. Use consistent formatting
  3. Keep instructions concise
  4. Review and update regularly
  5. Maintain logical task order

​
Template Management

  1. Use descriptive template names
  2. Regularly audit and clean up templates
  3. Test templates with real events before company-wide rollout
  4. Gather feedback from staff on template effectiveness
  5. Create templates for different event types and sizes

​
Next Steps

After configuring tasks and templates: