The Task Management feature allows you to define tasks for exhibitors, allowing them to complete assigned tasks independently.
With this feature, exhibitors will be notified when a task is assigned to them. They can access the Exhibitor Booth to view all their tasks and mark them as completed. You can also send reminders to ensure the tasks are done before the event.
An exhibitor task can include updating their exhibitor booth information, adding exhibitor staff, or adding products to the exhibitor booth.
Create a Task
Go to Event Content > Task Management
Click + Create Task and select Create exhibitor task
Task Basic Information
You can add the task's basic information such as the task title, description, and due date.
Task Verification Type
Most tasks are manually verified, meaning the assignee must mark the task as done. If it's a task to submit a survey, you can select System Verified, which will automatically mark the task as done when the survey is submitted.
Assign Tasks
To assign a task, you can turn on the toggle to require the task for all exhibitors or go to the Assignees tab to manually assign individually. Assignees will not appear in the Assignees tab if you required the task for all. You can manually remove them from the task if you manually added them.
Task Reminders
Task reminder emails can be sent to assignees. You can set multiple reminders before the task is due and overdue notice for incomplete tasks.
Task Notification
Save the task as a draft if it's not ready yet and select Create & Publish if you want the task to appear in My Booth. When you click Create & Publish you'll get a confirmation pop-up where you can choose to notify exhibitors of the new task. Check the box if you want them to get the email.
The exhibitor will receive an email with a "View Task" button that redirects to My Booth and check the other task details and mark them as completed.
Notes:
When you have an existing task assigned to all exhibitors and you add a new exhibitor to the event, they won't receive a notification automatically. You may want to send them a reminder.
When you add a new exhibitor to an existing exhibitor-specific task, they won't receive a notification automatically. You may want to sent them a reminder.
Tasks in My Booth
In the virtual event hub, exhibitors have a dedicated My Booth menu for all their leads, meetings, company details, and products. In the Tasks tab, they will see all the tasks assigned to them and they can click "Submit" to indicate that the task has been completed.
Task Status and Follow-Up
The Completion and Status columns in the Task Management menu will give you an idea of how many exhibitors have completed the task. Click View Results to know who has completed them.
From the View Results menu, you can push a reminder notification for those who have not completed the task.
Other Task Options
In the 3 dot menu, you'll have more options to edit the task, send a reminder, download the task analytics, duplicate and delete the task.
