Track task completion

Every task, form and file request is also a field on the records it is assigned to, so the table that lists those records is where you track it.

Training video · 6:30The speaker's side: signing in, getting unstuck, finishing tasksThe invitation a speaker receives (Share Login Details, Get Link), the event's portal sign-in page and the Continue as chooser, what a speaker sees on Home, Tasks, Profile and Files, the two sign-in calls (You do not have access to the portal for this event, and the locked account after five wrong passwords) with the speaker's fix and the admin's Unlock account on Event Team, Change Portal Username and Reset Password from the contact's Details card, the Assigned Portal column and the three checks when a task is invisible, Due Date and Extended Due Date in Edit Settings, filtering a task to Incomplete and writing to just those people, and View portal as.

1. 0:02The invitation
2. 0:39The sign-in page
3. 1:35What the speaker sees
4. 2:42I can't sign in
5. 3:13The locked account
6. 4:03A changed email address
7. 4:31The right portal
8. 5:06Due dates and extensions
9. 5:42Who hasn't finished
10. 6:07See it as they do

Task type	Track it on
Contact tasks	CRM → All Contacts, or the Speakers, Chairpersons and Moderators views
Group tasks	All Exhibitors or All Sponsors
Submission tasks	Program → Sessions

Add the task as a column

1. Open the table and click Columns.
2. Search for the task by name and tick it, then Apply Changes. Each task, form and file request is listed with the other fields.

Read the status icons

Each cell shows one icon; hover it for the label.

Icon	Status	Meaning
Green check	Complete	Done.
Blue circle	Assigned Via Portal	Reached them through a portal’s filters; still open.
Amber clipboard	Manually Assigned	Assigned directly to this record; still open.
Grey plus	Not Assigned	Not on their list. Click it to assign the task to this record.

File requests add a yellow clock for Pending Approval — a new upload, or a re-upload after a rejection, waiting for your review — and a red mark for Rejected. Forms show Submitted in place of Complete.

Filter to who has not finished

Open Filter → Add Filter, choose the task field, set the operator to Is and tick Incomplete (the choices are Complete and Incomplete), then Apply Changes. Save the result as a view to come back to it, or select the rows and use Send to chase exactly those people. See filter contacts by role or session status for the filter panel, and Dashboard views for saving views.

To close a task for someone yourself, use the Portal Tasks section of their profile — mark tasks complete for portal users. To assign or unassign from the table, see task assignment.