How to create notes and tasks
When you are logged in to InviteDesk, you will have access to several settings you can apply or adjust.
You can find the settings on the left-hand side:
Regarding your company profile, you will have several options available:
- My company: here you can edit your company.
(Click on the following link to go to this separate article for more details: “Edit my company"). - Communication languages: here you can determine your default settings concerning the languages in which you externally communicate about your event.
(Click on the following link to go to this separate article for more details: “My communication languages"). - Data privacy: here you determine your GDPR settings.
(Click on the following link to go to this separate article for more details: “Data privacy settings"). - Custom contact fields: here you can create custom contact fields.
(Click on the following link to go to this separate article for more details: “Custom contact fields"). - Custom event fields: here you can create custom event fields.
(Click on the following link to go to this separate article for more details: “Custom event fields"). - Tags: here you can create tags.
(Click on the following link to go to this separate article for more details: “Tags"). - Sender: here you can determine your default settings concerning the sender options for your events.
(Click on the following link to go to this separate article for more details: “Sender settings"). - Custom domains: here you can add a custom domain for registration pages or event overview pages.
(Click on the following link to go to this separate article for more details: “Custom domains"). - Unsubscribe: here you can determine your unsubscribe settings.
(Click on the following link to go to this separate article for more details: “Unsubscribe settings"). - Custom notes: here you can manage your notes/tasks.
- Custom fonts: here you can add a custom font.
(Click on the following link to go to this separate article for more details: “Custom fonts"). - Branding: here you can add your own branding in InviteDesk.
(Click on the following link to go to this separate article for more details: “Branding").
In this article, we will talk about creating notes and tasks.
My customs notes and tasks
By clicking on "Custom notes", you will see the following:
On top, you can select the language and below that, you can create/edit/delete notes/tasks to your liking. To create a new note or task, click on "+ add a note". You will have the following options:
- Give your note a name.
- Choose your "Type":
- Note
- Task
With the trashcan icon, you can delete a note or task.
Tip: Because we are a multilingual platform you could choose to translate your notes and tasks for every language. Just completing your input in the default backup language is enough.
Click on "Save" to keep any changes you have made.
Now you will be able to create a note or task for an attendee on event level. Below is an example:
You can click on the icon next to the information symbol and then you will be able to create a specific note or task for this attendee:
You can manage your notes and task in the interactions tab of your event dashboard.
(Click on the following link to go to this separate article for more details: “Interactions").
You will also be able to get a quick overview of your own tasks when you are logged in.
On the top right of the page, you can click on "Tasks":
You will see the following:
Filters
You can apply the following filters:
- Filter on event: here you can filter on tasks for a specific event.
- Filter on task status: here you can filter on the status of a task:
- Todo
- Closed
- Overdue
Actions
You can do the following actions:
- Sorting columns: by clicking a column you can apply sorting for that specific column.
- Completed: here you can see if a task has been completed. To complete a task, mark the checkbox in this column for this specific task.
Short summary of the benefits of this feature:
Making notes at the event:
Imagine that you just had an interesting conversation with a prospect that would like to receive a proposal. Or you detect an upsell opportunity with an existing customer. With our new mobile app, or on your desktop, you quickly make a note or set a task so you keep track of all the good conversations that happened at the event.
Reporting:
Before, during, and after the event, you'll be able to track and follow up on all notes made on an aggregated level. Individual users follow up on their own notes and tasks in the dashboard. For every event, you'll be able to tell how many useful interactions took place and with who.
Extra tip: We also have a video providing a short tutorial about notes and tasks: