Group Tasks (For Organizers)
Group Tasks allow event organizers to create and assign the same task to multiple sponsors at once. The are designed to manage shared sponsor requirements and deadlines efficiently, without needing to create duplicate tasks for each sponsor individually.
Group tasks are typically used for shared deadlines or common deliverables that apply to many or all sponsors, helping organizers track progress consistently across sponsorships.
Where to Find Group Tasks
Go to: Event level -> Sponsors -> Group Tasks
From this section, you can create, view, and manage tasks that apply to multiple sponsors simultaneously.
Group Tasks are best suited for shared requirements, such as:
- Uploading company logos
- Submitting sponsorship contracts
- Providing booth setup details
- Completing onboarding or compliance steps
- Delivering shared marketing materials
Using Group Tasks ensures that all selected sponsors receive the same instructions, deadlines, and expectations.
Creating a Group Task
To create a new Group Task:
1.Navigate to Group Tasks (Event -> Sponsors -> Group Tasks)
2.Click +Add new
When configuring the task, define the following details:
- Task Name – A clear and descriptive title
- Description – Instructions or requirements for sponsors
- Priority – Indicates task importance
- Start Date – When the task becomes available
- Due Date – Deadline for completion
- Initial Status – Default task status when created
Managing Group Tasks
On the Group Tasks screen, you can easily manage tasks by searching and filtering based on task name, type(s), and priority.
By selecting the desired tasks (or all in the filtered list), you can update their status in bulk and send either plain text or rich-format emails to targeted sponsors based on your selected filters: