Tasks
Configure task templates for admin tasks and event briefs
Overview
Task settings allow you to manage templates for both administrative tasks and event brief tasks. These templates automatically populate when creating new events, ensuring consistency in your operations.
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 Tasks
Event Brief Tasks
Manage event brief sections:
- Task name and description
- Section assignment
- Task ordering
- Required actions
As of January 2025, you can use Markdown formatting in task descriptions for better organization and linking.
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:
- 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
Best Practices
- Create clear, actionable tasks
- Use consistent formatting
- Keep instructions concise
- Review and update regularly
- Maintain logical task order
Next Steps
After configuring tasks:
- Review event briefs
- Set up timeline defaults
- Test task templates
- Train team on procedures