Tasks, timeline, staffing and requirements

Add a task

1. Open the event, press More, choose Tasks, and press Edit event.
2. Press Add a task. Fill in Task title, Due date and Assign to, then press Create task.
3. Press the circle to mark a task done. A progress bar shows the share completed. Press the bin to remove one, with an Undo for 8 seconds.
4. Press Save changes.

Build the timeline

1. Open the Timeline tab and press Edit event.
2. Under Key milestones press Add milestone: a name, a time and an icon.
3. Under Detailed schedule press Add activity: a time, a name and optional notes. Press Add to schedule. Activities sort by time and can be deleted, not edited.
4. Press Save changes.

Staffing, requirements and notes

Staffing: press Assign staff, type a name, choose a role, shift start and end and a rate. Mark each Confirm or Decline. Total staff cost adds up the rates. Staff here are typed names, not team members, and no one is emailed.

Requirements has two text boxes, Catering requirements and Technical requirements. They copy into a new BEO’s special requests and show on the client event link. Resources has Equipment requirements and Staff assignments lists. Internal notes, on the Overview, are for your team only and are never on the client, public or planner links.

What it does not do

• These lists change only in Edit event and save only with Save changes. If you close with Discard changes, they are lost.
• A task’s due date sends no email or notification. Tasks made by an automation have no due date.
• The timeline goes into a new BEO’s schedule, and replaces the schedule of a linked BEO when it changes. It is shared with a planner or vendor only if you invite them with the Timeline share. It is not on the client event link.
• The staff list in Staffing and the Staff assignments list in Resources are the same stored list.
• Nothing limits how many tasks, milestones or staff you add.
• An empty name or time is ignored without a message.