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:
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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 Show/Hide Fields.
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Go to the Reporting Fields tab and select the checkbox next to any reporting fields you want to add to your view.
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 Folder |
File Request pending approval (new submissions AND declined submissions) |
Orange Checklist |
Task assigned (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.