Assigning Tasks to Contacts, Groups, or Sessions (Including Bulk Assignments)

NOTE: The below instructions can be used to assign tasks through the Contacts, Speakers, Sessions, Sponsors, or Exhibitors modules.



You can assign tasks to individual records directly from the Contacts, Speakers, Sessions, Sponsors, or Exhibitors modules in just a few clicks. Here’s how:

NOTE: The following can not be applied to individually assigned tasks at this time:

  • Due Dates
  • Setting tasks as required

Option 1: Assign a Task to a Single Record

  1. Navigate to the module you need to assign tasks through and locate the record (i.e. contact, session, sponsor, exhibitor) that needs the task assigned to them.
  2. In the desired task column (e.g., Speaker Agreement, Update Contact Information), click the ➕ plus icon.

    👉🏽Is your desired task not viewable in your table view? Learn how to customize your view

    Screenshot 2025-04-09 at 6.37.14 PM
  3. A pop-up will appear as a confirmation before the task is assigned. Select Assign to proceed. 
    Screenshot 2025-04-09 at 6.37.57 PM

Option 2: Assign a Task in Bulk to One or More Records

  1. Navigate to the module you need to assign your tasks. Select the checkbox to the left of each record you’d like to assign the task to.
  2. Once at least one record is selected, the bulk action menu will appear at the top. Click on the Assign button and choose to either assign a Task, Form, or File Request from the dropdown menu.
    Screenshot 2025-04-09 at 6.40.39 PM
  3. In the assignment pop-up modal, choose the task(s) you want to assign by selecting the checkbox to the left of the task name. Once complete, select the orange Save button. 
    Screenshot 2025-04-09 at 7.04.46 PM

Unassign Tasks

  1. Navigate to the module you need to assign tasks through and locate the record (i.e. contact, session, sponsor, exhibitor) that needs the task assigned to them.
  2. In the desired task column (e.g., Speaker Agreement, Update Contact Information), click the task icon to unassign.
    Screenshot 2025-04-09 at 7.09.57 PM

    NOTE: Tasks assigned via the portal can not be unassigned from a record. 

  3. Within the pop-up model, select Unassign to complete this action.

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Task Icons
Green Check Mark 

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Task is complete

Yellow Folder

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File Request pending approval (new submissions AND declined submissions)

Orange Checklist

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Task assigned (not completed)

Grey Plus Sign

Screenshot 2025-04-09 at 5.23.20 PM

Task not assigned