Using this table you will be able to keep track of important tasks.

Introduction

Tasks can be used to organize what needs to be completed and delegate jobs accordingly. Easily create and manage steps by following the step outlined below.

Grenadine Event Manager -> Your Event-> Logistics-> Tasks

Process Overview

Tasks Table

  1. +Add: To add a task simply click and fill out the information outlined below in the Create Task section below.
  2. Edit: If a task needs to be edited at all simply select the task then click .
  3. Delete: To permanently delete a task click . This cannot be undone.
  4. Task: The name of the task.
  5. Categories: The category or categories associated with this task.
  6. Status: The current state of this task. Label tasks as unassigned, *assigned, **on hold, completed.
  7. Priority: Set the priority for this task depending on its urgency. You are able to set priority to low, medium, high, urgent.
  8. Owner: The person or team this task is assigned to.
  9. Originator: The person who created the task
  10. Due By: The date this task must be completed by.
  11. Linked To: The room, person, or session to which the task is linked.
  12. Notes: Add any relevant notes to the task here by selecting and following the directions outlined in the Notes section of this document.
  13. Docs: If a task requires any documentation, such as an invoice or a seating plan the doc can be attached by clicking the and following the directions outlined below in the Docs section of this document.

Create Task

Creating a task is very simple after clicking on the task table fill out the Create Task box as directed.

  1. Task Name: The name of the task. Try to keep the name concise and clear.
  2. Task Owner: The person or team assigned to the task.
  3. Categories: The category or categories associated with this task.
  4. Due Date: The date the task is due to be completed by.
  5. Priority: Set the priority for this task depending on its urgency. You are able to set priority to low, medium, high, urgent.
  6. Current State: This field indicates whether or not the task is unassigned, assigned, on hold, or completed.

Notes

Add notes to a task to help your team keep track of any relevant information associated with the task. To add a note or notes simply the and proceed as directed below.

  1. +Add: To add a note select and follow the steps outlined in Creating Notes.
  2. Edit: Edit an exisiting note select . 3.Delete: Permanelty and irreversably delete notes by selecting

Creating Notes

  1. Note Name: Give the note a succinct and descriptive name to give others an idea of what it will contain.
  2. Note Contents: Enter the contents of the note here.
  3. Categories: Clarify which category or categories this note should be labeled under.

Docs

Easily add a document relevant to the task (for example a seating plan or a menu) by selecting and following the steps below.

  1. +Add: To add a document select and follow the steps outlined in Upload Document.
  2. Edit: Edit a document select . 3.Delete: Permanelty and irreversably delete a document by selecting

Adding Docs: Step 1

  1. +Add: To add a document simply select and continue to Adding Docs: Step 2.
  2. Edit: To edit an existing document click it so it appears green as shown above with the seating doc. Then select .
  3. Delete: If you wish to permanently delete a document select iso it appears green then select . Please Note:This step cannot be undone.

Adding Docs: Step 2

  1. File: Select the file you wish to upload from your desktop.
  2. Name: Give the file a clear and concise name.
  3. Categories: To help file documents more clearly you have the option of sorting them into categories such as AV Equipment, seating plans, etc.
  4. This Document is Private: If you wish to keep this document private to you and your team keep this box selected, otherwise deselect this box to make it visible to the public.
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