Event Portal

  • Configure Operations Tasks

    The Operations Task Suite is a web-based solution to provide operational staff a mobile checklist of these tasks. Users (able to log in to the back...

  • Show Documents in Event Portal

    Existing documents can be shared in the event portal by including them in the Event Portal Base Configuration or by adding them during Event Portal...

  • 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 plann...

  • Event Portal Categories

    You use Event Portal categories to organize documents and tasks into groups (for example, Catering, Beverage, etc.). You can also configure your Ev...

  • Task Sets

    Event Task Sets are used to quickly add commonly used tasks to the Event Portal. Task sets should only include general tasks. You should configure ...

  • File Upload Configuration

    The Event Portal (EP) utilizes File Upload Configurations for Review and Submit tasks. The file upload configuration controls the document type/cat...

  • Event Portal Base Configuration

    The Event Portal Base Configurations contains settings and information for a general event type (for example, weddings, meetings, trade shows). You...

  • Event Portal Setup

    The Event Portal Setup is where you configure all event-specific details and information for the Event Portal. General information and layouts are ...

  • Event Portal Tasks

    Event Portal tasks are items your Event Portal users need to complete such as review contracts, approve menus, submit floor plans, and so on. If yo...

  • Event Portal Messaging

    Event Portal Messaging allows your public-facing users to message key contacts from within the Event Portal. Users can select from a contact list c...