Using the Task List in Exhibitor Zone 2

The Task List in E-zone 2 helps you guide exhibitors through required and optional actions, ensuring all key information is completed before your event. Tasks can be used to collect profile details, forms, documents, and other essential content in a structured and controlled way.

Why Use the Task List?

Using the task list helps you to:

• Clearly communicate what exhibitors need to complete

• Enforce mandatory requirements where necessary

• Control when tasks become available or expire

• Tailor tasks to specific exhibitor groups or statuses

• Improve completion rates and data quality across the platform

How to Access the Task List

To add or edit tasks within E-zone 2:

1. Navigate to Modules in the main menu.

2. Select Zone.

3. Open Settings.

4. Click on Task List.

From here, you can manage all existing tasks or create new ones.

Adding a New Task

1. Select Add New Task.

2. Enter a Task Title that clearly explains what the exhibitor needs to do.

3. Choose a Task Type from the available options:

Task Types Explained

• Profile
  Used to prompt exhibitors to complete or update specific profile information.

• Category
  Typically used to assign or confirm exhibitor categories.

• Library
  Used when exhibitors need to upload documents, images, or other assets.

• Form
  Used to collect structured information via a form, such as health & safety details or marketing information.

Profile Task Options

If you select Profile as the task type, you can specify exactly which profile fields must be completed. Examples include:

• Abstract

• Address

• Cover image

• Logo

• Contact details

This ensures exhibitors only see tasks relevant to the information you require.

Task Settings Explained

Once you have selected your task type, additional settings will appear (as shown in the image below):

1. Is This Task Completion Compulsory?

• Enabling this option makes the task mandatory.

• Exhibitors will be unable to complete their profile or proceed in the E-zone until the task is completed.

• Use this setting for essential information only. This isn't recommended for social media details.

2. Task Publish Date

• Could you set the date when the task becomes visible and available to exhibitors?

• This is useful for phasing tasks or releasing them in line with your event timeline.

3. Task Expire Date

• Set a date after which the task will no longer be available.

• Ideal for deadlines or time-sensitive submissions.

4. Exhibitor Groups

• Select which exhibitor groups or statuses the task applies to.

• This allows you to tailor tasks to different exhibitor types and avoid unnecessary actions for others.

Best Practice Tips

• Use clear, action-driven task titles.

• Avoid making too many tasks compulsory at once.

• Stagger publish dates to reduce exhibitor overload.

• Regularly review and remove expired or outdated tasks.

• Test the exhibitor experience by previewing tasks from different group perspectives.

Troubleshooting

• Task not visible to exhibitors? Check the publish date and exhibitor group settings.

• Exhibitors unable to proceed? Confirm whether the task is marked as compulsory.

• Task no longer accessible? Review the expiry date.

• Wrong exhibitors seeing the task? Adjust the exhibitor group selection.

Reordering the Task List

You can control the order in which tasks appear to exhibitors.

To reorder the task list:

• Select the Re-order task list CTA located in the top-right corner of the Task List screen.

• Drag and drop tasks into your preferred order.

• Save your changes once complete.

Reordering tasks is useful for:

• Prioritising critical or mandatory actions

• Creating a logical flow for exhibitors to follow

• Improving task completion rates by surfacing important tasks first

Using the Task List effectively in E-zone 2 helps streamline exhibitor onboarding, improve data accuracy, and ensure a smoother experience for both organisers and exhibitors.