Welcome to your upgraded dashboard — your daily go-to for managing everything that matters ….like Tasks.
Step 1: Start by logging into your dashboard. Here, you'll notice the My Task list panel. The amount of information you see depends on your security permissions.
- As an admin, you'll have access to a wealth of information
- As a Team Member, you’ll have access to all your tasks across multiple events
- As a Customer or Supplier, you’ll have access to all your tasks across multiple events
Step 2: Begin by examining the tasks assigned to you by expanding the task list to see all your tasks & to reveal multiple filters.
Step 3: You can filter your tasks view by using the filters
- By Event name
- by Priority
- by Status
Step 4: Once you've made your decisions, click on the headers to change the layout.
Step 5: From this screen you can Start or Complete a task without opening OR
Step 6: Open up your task to make adjustments, add notes, and upload documents.
Admin & Manage Tasks Permissions
People who have either admin or Manage Tasks permissions have the ability to view tasks for themselves, individual people or all users. You can also check out the unassigned tasks. You can view all users to see what's happening, what needs to be done, and what's been completed.
If you need more information, open up the task to view any documents that have been uploaded, as well as its assignment status and any keynotes.
And that's it! You're now familiar with the latest updates to your dashboard. Stay tuned for more updates in the future.