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How to Track Task Completion in the Event Portal

Tracking who has completed tasks in the Event Portal can be done directly within the Contacts, Sponsor/Exhibitor, or Sessions modules, depending on the type of task created:

  • People tasks → Track via the Contacts /Speakers module

  • Group tasks → Track via the Sponsor/Exhibitor module

  • Session tasks → Track via the Sessions module

Adding Task Reporting Fields to Your View

  1. Navigate to the appropriate module (Contacts, Sponsor/Exhibitor, or Sessions).

  2. Select Show/Hide Fields.
    Screenshot 2025-08-21 at 2.17.25 PM

  3. Go to the Reporting Fields tab and select the checkbox next to any reporting fields you want to add to your view.
    Screenshot 2025-08-21 at 2.18.02 PM

 

Understanding Task Status Icons

The reporting fields include icons that indicate the status of each task:

Task Icons
Green Check Mark 

Screenshot 2025-04-09 at 5.23.04 PM

Task is complete

Yellow Folder

Screenshot 2025-04-09 at 5.23.09 PM

File Request pending approval (new submissions AND declined submissions)

Orange Checklist

Screenshot 2025-04-09 at 5.23.15 PM

Task assigned (not completed)

Grey Plus Sign

Screenshot 2025-04-09 at 5.23.20 PM

Task not assigned

 

Filtering by Task Status

You can create filters to quickly find contacts, groups, or sessions based on task completion status. Examples include:

  • Showing only those who have not completed a task.

  • Showing only those who have completed a task.

Screenshot 2025-08-21 at 2.22.05 PM