One of the benefits of the Exhibitor Portal is the ability to report on which exhibitors completed a specific task. There are a couple of ways to report on this:
- I want to know what a specific exhibitor has not started and what the exhibitor has completed in the Exhibitor Portal.
- I want to know all exhibitors that have not completed a specific task.
To view either of these:
- Click the Events link from the Main Menu. The Events page opens.
- Select the event for the report.
- Right-click and select Edit -> Edit. The Edit Event window opens.
- Select the Exhibitors tab.
- To see what a specific exhibitor has not started and what the exhibitor has completed:
- Select the exhibitor to review.
- Right-click and select Edit. The Edit Exhibitor window opens.
- Select the Exhibitor Portal Tasks tab. Use the Exhibitor Portal Task Status column to view what is complete and not started.
- To see which exhibitors have not completed a specific task:
- Click the arrow button to expand the tab to a full screen view.
- Use the Exhibitor Portal Tasks filter to select the task(s) you want to view.
- Use the Exhibitor Portal Task Status filter to select the task status(es) you want to view.
- Click the Search button. Tasks matching the filters display on the screen.
- You can then select the exhibitors in your filtered list and send an email to remind them to complete the task by the deadline.
- To see what a specific exhibitor has not started and what the exhibitor has completed:
Comments
3 comments
Does anyone know if it is possible to change what the task filters are automatically set to when an exhib signs into their portal? For example currently it is set to show Not Started and In Progress, we would like it to Show Completed tasks too.
0 upvotes
The updated design in 23.1 changed the default to only display Not Started and In Progress due to lots of customer feedback that exhibitors were being overwhelmed with information, that they want the exhibitors to easily find the next task that is due. The new filter buttons at the top of the task list were designed so that exhibitors would easily know that 2 of the filters were enabled (highlighted in blue) and that the Completed filter was disabled.
There is no configuration to change this. The only option I can think of would be to override the controls with custom webskins. I do not know how but believe that would be the only way to change the filter behaviors.
1 upvotes
Okay thankyou for your reply.
0 upvotes
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