Creating Tasks in EventDesk

Step 1: Open the Event

1. Go to Events from the sidebar.
2. Click on the event where you want to add a task.
3. Navigate to the Tasks tab.

 

Step 2: Click “Add Task”

1. Click the Add Task button.
2. The Create New Task window will open.

 

Step 3: Fill in Task Details

🔹 Task Type *

Choose:

• Pre-Event
• On-Event
• Post-Event

🔹 Title *

• Enter the task name.

🔹 Description

• Add task instructions or notes.

🔹 Due Date

• Select when the task should be completed.

🔹 Priority *
Choose:

• Low
• Medium
• High

🔹 Status *
Set the initial status:

• To Do
• In Progress
• Completed

🔹 Assign To

• Select a team member responsible for the task.

🔹 Checklist Items (Optional)

• Click + New Item to add sub-items inside the task.

 

Step 4: Create the Task
Click Create Task to save.
Your task will now appear in the task list under the selected task type.