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:
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People tasks → Track via the Contacts /Speakers module
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Group tasks → Track via the Sponsor/Exhibitor module
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Session tasks → Track via the Sessions module
Adding Task Reporting Fields to Your View
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Navigate to the appropriate module (Contacts, Sponsor/Exhibitor, or Sessions).
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Select Columns.
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On the Columns tab, select the checkbox next to any reporting fields you want to add to your view & Apply Changes.
Understanding Task Status Icons
The reporting fields include icons that indicate the status of each task:
| Task Icons | |
| Green Check Mark
|
Task is complete |
|
Yellow Clock |
File Request pending approval (new submissions AND declined submissions) |
|
Orange Checklist |
Task assigned manually (not completed) |
|
Blue Circle |
Task assigned via portal (not completed) |
|
Grey Plus Sign |
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:
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Showing only those who have not completed a task.
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Showing only those who have completed a task.
