Creating Event Tasks
Due to the complex and collaborative nature of an event in Events Management, different team members may be responsible for different actions over the lifecycle of an event. End users can create and assign tasks associated with an event to facilitate collaboration when planning and executing an event by ensuring these responsibilities are clearly defined and accurate.
Who can use this feature?
- iPad Users (Browser Coming Soon)
- Users require an Events Management License
- End Users
Configuring Event Tasks for
End Users
To configure this feature:
- Ensure Configuring Events Management is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
em_event_task__v CRED n/a - assigned_to__v
- complete__v
- description__v
- due_date__v
- event__v
- name__v
- mobile_id__v
- completion_date__v
- first_assigned_date__v
- last_assigned_date__v
Edit - created_by__v
- created_date__v
- modified_by__v
- modified_date__v
Read -
Navigate to Admin > Configuration > Objects > em_event__v > Layouts.
-
Place the Event Tasks related object section on the appropriate layouts.
Creating Event Tasks as
End Users
To create tasks for an event:
- Navigate to the Event Tasks section of the appropriate event.
- Select the + button.
-
Populate the following fields:
- Name – The task's name
- Assigned To – Select the appropriate user
- Due Date – Enter the appropriate date
- Select Save.
Assigned Event Tasks display in the My Tasks component of the homepage, if enabled.
Completing Event Tasks
Once the associated task is complete, the assigned event team member can mark the corresponding Event Task as complete:
- Navigate to the Event Tasks section of the appropriate event.
- Select the appropriate Event Task.
-
Select the More Actions menu.
- Select Complete.
