Managing Sponsor Tasks

Managing Sponsor Tasks (For Organizers)

The purpose of Sponsor Tasks is to streamline and manage the responsibilities that sponsors need to complete as part of their participation in an event. These tasks help ensure that all necessary deliverables and actions are completed on time and in alignment with the event’s requirements.

These tasks can be shared across sponsors or assigned individually, depending on the event’s needs.

Sponsor Tasks work together with Group Tasks and Sponsorship Custom Fields to ensure sponsors clearly understand what is required and when.

Managing Sponsor Tasks focuses on monitoring completion, following up on outstanding requirements, and maintaining clear communication with sponsors throughout the event preparation process.


Accessing Sponsor Task Management

To view and manage sponsor tasks:
Go to: Event Level -> Sponsors -> Sponsor Tasks

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This view allows you to explore the status of your sponsor tasks based on type, priority, due date, creator, presence of sponsor comments, and the timestamp of the last comment.  A screenshot of a computer
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Viewing and Filtering Sponsor Tasks

On the Sponsor Tasks screen, you can easily manage tasks by searching and filtering based on various criteria such as task name, type, priority, due date, and assigned sponsor.

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Filtering allows organizers to focus on overdue tasks, high-priority items, or specific sponsors.


Bulk Actions

Bulk actions allow organizers to manage multiple sponsor tasks efficiently.

Based on your selected filters and by selecting desired tasks, you can:

  • Update task statuses for multiple sponsors
  • Send reminder emails, either in plain text or in rich format
  • Perform follow-up actions without handling each task individually

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Communicating with Sponsors

Each sponsor task includes an Activity tab, which centralizes all task-related communication.

By clicking on a sponsor with comments and selecting an Activity tab, you can view the conversation and communicate directly with the sponsor.  A screenshot of a computer
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From the Activity tab, organizers can:

  • Send messages related to a specific task
  • Provide instructions or clarifications
  • Review communication history

Messages sent through the Activity tab are visible to sponsors in their Sponsorship Dashboard, allowing them to respond directly and keep all communication tied to the task.

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By clicking on All Tasks you can view all tasks, including those that have been archived.  

By clicking on +Add New you can create tasks that are relevant to specific sponsors only:

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From the Sponsor Tasks screen, you can view all details related to a specific task by clicking on it. Once opened, you can edit the task as needed.

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By clicking on Custom Fields tab, you can:

  • Select additional Custom Fields for this task
  • Create a new Custom Field

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You can manage the settings for this custom field by specifying:

  • Whether it will be visible to sponsors
  • Whether it applies only to this specific task or to all tasks

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Important Note: All Group Tasks, Custom Field Tasks, and Sponsor Tasks will be visible to sponsors in their Sponsorship Dashboard: Sponsorship Dashboard Home | For Event Sponsors | run.events

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