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

• Assign a task to a single record
• Assign a task in bulk to one or more records
• Unassign a task

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:

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
   
   
3. A pop-up will appear as a confirmation before the task is assigned. Select Assign to proceed. 
   

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.
   
   
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. 
   

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.
   
   
   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.