Event Portal Configuration Overview

The Event Portal is a public-facing online application that is used to manage and organize all communications, documents and tasks with event planners. You configure the Event Portal and then share the link with your external event planner contacts. You can then collaborate with them through the Event Portal rather than through multiple emails and phone calls.

The Event Portal requires an additional license at an additional cost. Contact your Customer Success Manager or Account Manager for pricing details.

To set up an Event Portal:

1. Create Event Portal Categories - Organizes documents and tasks into groups (i.e., catering, beverage, etc.). Event Portal users can also filter tasks and documents based on the Event Portal category. 
2. Create Task Sets - Quickly adds commonly used tasks to the Event Portal. Task sets should only include general tasks. You should configure event specific tasks for each individual event.
3. Event Portal Base Configurations - Contains the settings and information for a general event type (for example, weddings, meetings, trade shows). You can set up multiple base configurations for as many event types as you need.
4. Event Portal Setup - Configures the event-specific details and information for the Event Portal.
5. Event Tasks - Action items Event Portal users need to complete. For example, Review contracts, Approve menus, Submit floor plans, etc.
6. File Upload Configuration - Used in Event Tasks for collecting documents from Event Portal users.