Usage
To help manage action steps in your events, chapter templates now include a checklist of tasks to help you stay on track. Tasks can be marked as complete, assigned to a specific individual, prioritized and tracked
NOTE: Use of the checklist is not required, and your event will function normally even if you choose not to use the tasks
Platform
Cvent
Steps
Access the Task List
1. From the left-side navigation, select Planning, then choose Tasks. You can now view your checklist
Edit Tasks or Assign to a Specific Individual (optional)
Some of the tasks in the template may not align with your chapter’s needs. Feel free to edit or delete tasks as needed. If two or more event planners will be working on the same event, it may also help to assign tasks to specific individuals
2. Click the down arrow next to a specific task, then choose Edit
3. Change any of the task information you feel necessary, such as the Name or priority
4. To assign a task to a specific event planner, select the ellipses (three dots) next to Assignee
5. Use the search bar to locate an event planner, then click Select next to their name
Notification emails will be sent to the Assignee by default:
Task Assigned Email notifies the assignee that they are assigned to a task and when it's been updated
Task Reminder Email reminds the assignee of the task on the specified Reminder Date (optional) and on its due date
6. To disable these alerts, switch Send notifications to the assignee to No in the User Notification section
7. Don’t forget to Save at the top right corner
8. Click Close at the top right to return to the task list