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Overview

Task settings allow you to manage templates for both administrative tasks and event brief checklists. These default templates automatically populate when creating new events, ensuring consistency in your operations.

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Default Task Templates

Configure administrative task templates:
  • Pre-event preparations
  • Client communications
  • Resource management
  • Post-event follow-ups
Create comprehensive task lists to ensure nothing is overlooked during event preparation.
Apply your default admin task templates to all upcoming events:
1

Open the apply dialog

Go to Settings → Tasks → Admin Default Tasks. Click the menu icon (three dots) and select “Apply to events”.
2

Review the count

The system shows how many upcoming events will be updated. Only events with event briefs are included.
3

Confirm the update

Click “Add tasks to events” to apply all admin task templates from your default checklist to the listed events.
4

View results

After processing, you’ll see how many events were updated and how many new tasks were created. Click “Done” to close.
Existing tasks are never duplicated. The system only adds tasks that don’t already exist for each event.
You cannot cancel the update once it starts processing. Make sure you want to apply tasks to all listed events before confirming.
Configure default checklist templates:
  • Create templates of your most standard checklist tasks
  • Organize tasks by event brief sections
  • Default checklist auto-applied to new events

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Markdown Support

Use Markdown to enhance task descriptions:
- Create links: [Gallery](https://example.com/gallery)
- Add emphasis: **Important** or *Note*
- Create lists: 1. First 2. Second
- Add headings: # Main Point
Markdown formatting helps create clear, structured task instructions.

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Task Organization

Organize tasks by event phase:
  • Prep and Loading
  • Travel to Event
  • Setup
  • Service
  • Post-Event Cleanup
  • Return and Unload
Control task sequence:
  • Set priority levels
  • Arrange logical flow
  • Group related tasks
  • Manage dependencies

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Checklist Template Management

Save successful checklists as reusable templates:
  1. Complete an event with a well-organized checklist
  2. Navigate to the Event Brief tab
  3. Select the checklist you want to save
  4. Click “Checklist options” → “Save as template”
  5. Enter a descriptive name for your template
Use specific names like “Lead team member checklist” or “Premium bar checklist” to make templates easy to identify.
Templates benefit your entire team:
  • All team members can access company templates
  • Standardize procedures across events - Maintain consistency in service quality
  • Share best practices organization-wide
    Templates are automatically available to all team members when creating new event checklists.
Keep your template library organized:
  • Regularly review template effectiveness
  • Remove outdated or unused templates
  • Create new updated templates based on operational changes
Deleting a template doesn’t affect checklists already created from that template.

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Best Practices

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Task Creation

  1. Create clear, actionable tasks
  2. Use consistent formatting
  3. Keep instructions concise
  4. Review and update regularly
  5. Maintain logical task order

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Template Management

  1. Use descriptive template names
  2. Regularly audit and clean up templates
  3. Test templates with real events before company-wide rollout
  4. Gather feedback from staff on template effectiveness
  5. Create templates for different event types and sizes

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Next Steps

After configuring tasks and templates: