In Circolo you can have Tasks & Run Sheet Items Tasks
- Tasks - something that needs to occur during planning or execution phases. They may not directly affect the run sheet for the event - e.g customer has paid deposit, confirm customers logo or DJ has been booked
- Run sheet Items - they do affect the running day of the event. Florists have delivered flowers, AV have to set up staging, DJ bumping in & out or welcoming guest with a cocktail
1. Tasks
Creating a Task
- Workspace dashboard > Current/Upcoming Events > open event or Side menu > Events > Current/Upcoming Events > Click arrow to open the event
- Scroll to Task List > click View All Tasks
- Click Create Task button
- Complete the appropriate data. * denotes mandatory fields
- Title* - what is the title that needs to be displayed?
- Due Date* - what day is the task to be completed?
- Due Time - if it is time driven
- Priority - Low, Medium or High
- Assigned to - which person or people are connected to this task
- Tags - how would you like this task grouped with other tasks
- Status - Pending, Progress or Complete
- Reminder Method - Email or in-app
- Notes - any additional notes relating to the task or the completion of it
- Create Run Sheet Item - only if required. See Run Sheet Item section below
- Click Create Task
2. Run Sheet Item Tasks
This type of task follows the same steps as a Task although it requires information as to when the item is to appear on the Run sheet.
- Complete the above steps to create a Task
- Tick the "Create a Run Sheet Item?" tick box
- Enter in Start Date & Time
- Enter in Finish Date & Time
- Click Create Task button
