Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/EventTasks.htm

## 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. To facilitate collaboration and ensure responsibilities are clear and accurate, end users can create and assign tasks associated with an event.

**Who can use this feature?**

* End Users - Browser, iPad
* [Creating Event Tasks](#Creating)
* Users require an Events Management License

### Configuring Event Tasks for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Events Management](../Configuration/Config.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. 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 |
6. Navigate to **Admin > Configuration > Objects > em\_event\_\_v > Layouts**.
7. Place the **Event Tasks** related object section on the appropriate layouts.

### Creating Event Tasks as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To create tasks for an event:

Browser
iPad

1. Navigate to the **Event Tasks** section of the appropriate event.
2. Select **New Event Task**.
3. Populate the following fields:

   * Name – The task's name
   * Assigned To – Select the appropriate [Event Team Member](EventTeamMembers.htm)
   * Due Date – Enter the appropriate date

   ![](../../../Resources/Images/Events/Planning/EventTask.png)
4. Select either **Save** or **Save + Create**.

Event Team Members are notified via Vault notification when they are assigned an event task.

![](../../../Resources/Images/Events/Planning/EventTask1.png)

#### Completing Event Tasks

Once the associated task is complete, the assigned event team member can mark the corresponding Event Task as complete:

1. Navigate to the **Event Tasks** section of the appropriate event.
2. Select the appropriate **Event Task**.

   ![](../../../Resources/Images/Events/Planning/EventTask3.png)
3. Update the record's lifecycle state to complete. This can be done via the following methods:

   * Selecting Complete from the lifecycle state pill

     ![](../../../Resources/Images/Events/Planning/EventTask4.png)
   * Selecting Complete from the Lifecycle Actions menu

     ![](../../../Resources/Images/Events/Planning/EventTask5.png)

1. Navigate to the **Event Tasks** section of the appropriate event.
2. Select the **+** button.
3. Populate the following fields:

   * Name – The task's name
   * Assigned To – Select the appropriate [Event Team Member](EventTeamMembers.htm)
   * Due Date – Enter the appropriate date

   ![](../../../Resources/Images/Events/Planning/EventTaskiPad.png)
4. Select **Save**.

#### Completing Event Tasks

Once the associated task is complete, the assigned event team member can mark the corresponding Event Task as complete:

1. Navigate to the **Event Tasks** section of the appropriate event.
2. Select the appropriate **Event Task**.
3. Select the **All Actions** menu.

   ![](../../../Resources/Images/Events/Planning/EventTaskiPad1.png)
4. Select **Complete**.

### Related Topics

[Adding Event Team Members to Events](EventTeamMembers.htm)

[Creating an Event](CreatingEvents.htm)

[Using the Next Steps Section](NextSteps.htm)