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Event Planning
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There were 21 articles found in this category:
 Task : New Task
Fig. A See Fig A. above. This is the new task creation module. The following sections and buttons are displayed on this page: Task Name: This is the name given for the task. Click in the text field and enter a name for the task. Description: This is the description for the task. Click in ...
- Task : New Appointment/Meeting
Fig. A See Fig A. above. This is the new appointment/meeting creation screen. The following sections are displayed on this page: Title: This is the title given for the appointment/meeting. Click in the text field and enter a name for the appointment/meeting. Description: This is the desc ...
- Gigbuilder : Imported Leads by Date
Fig. A See Fig A. above. This view displays all imported leads by source. A "New Event", "New Task", "New Appointment", and "Delete Selected Items" button is also provided to create a new event, task, appointment, or delete the imported leads. Using the search bar along the top of each colu ...
- Gigbuilder : Imported Leads by Source
Fig. A See Fig A. above. This view displays all imported leads by source. A "Delete Selected Items", and "Delete Last Import" button is also provided to delete the imported leads. Using the search bar along the top of each column will automatically limit the imported leads listed to what is ...
- Gigbuilder : Event Next Actions
Fig. A See Fig A. above. This view displays all event next actions. A "New Event", "New Task", and "New Appointment" button is also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically limit the next actions listed to wh ...
- Gigbuilder : All Tasks
Fig. A See Fig A. above. This view displays all appointments. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically limit the leads listed to what is being se ...
- Gigbuilder : Appointments
Fig. A See Fig A. above. This view displays all appointments. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically limit the leads listed to what is being se ...
- Gigbuilder : Declined Time-Off Requests
Fig. A See Fig A. above. This view displays all pending time-off requests. Using the search bar along the top of each column will automatically limit the time-off requests listed to what is being searched for. A red "Clear" link is provided to clear the search. The following columns of info ...
- Gigbuilder : Signed Documents
Fig. A See Fig A. above. This view displays all the documents signed by a client. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically limit the signed docum ...
- Gigbuilder : Approved Time Off
Fig. A See Fig A. above. This view displays all approved time off requests. A "New Time Off" button is also provided to create a new time off request. Using the search bar along the top of each column will automatically limit the approved time off requests listed to what is being searched f ...
- Gigbuilder : Pending Time-Off Requests
Fig. A See Fig A. above. This view displays all pending time-off requests. Using the search bar along the top of each column will automatically limit the time-off requests listed to what is being searched for. A red "Clear" link is provided to clear the search. The following columns of info ...
- Gigbuilder : Current Events
Fig. A See Fig A. above. This view displays all confirmed and pending events as well as all blackouts. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically ...
- Gigbuilder : Public Events
Fig. A See Fig A. above. This view displays all confirmed public events. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically limit the public events listed ...
- Gigbuilder : Post-Production Events
Fig. A See Fig A. above. This view displays all post-production events. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically limit the post-production eve ...
- Gigbuilder : Current Events by Date Modified
Fig. A See Fig A. above. This view displays all confirmed, leads, pending and post production events that have been modified. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each colu ...
- Gigbuilder : Current Events by Employee
Fig. A See Fig A. above. This view displays all confirmed and pending current events by employee as well as all blackouts. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column ...
- Gigbuilder : Completed Events
Fig. A See Fig A. above. This view displays all the completed events. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically limit the completed events listed ...
- Gigbuilder : Blackout Dates
Fig. A See Fig A. above. This view displays all blackout dates. Time off requests are not displayed on this page. A "New Blackout" button is also provided to create a new blackout. Using the search bar along the top of each column will automatically limit the blackouts listed to what is bei ...
- Check Availability / New Event File
Fig. A See Fig. A above. This is the check availability / new event file screen. It can be used to quickly collect basic information from a prospect upon first speaking with them after you have determined if their event date is available. Select the prospect's event date from the drop-down b ...
- New Blackout/Time Off
Fig. A See Figure A above. You may come across times when you, one of your employees, or systems may not be available. The Blackout/Time Off feature will make the chosen employee or system unavailable based on the criteria you select for a given event date. The options you select will not ...
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