Creating Tasks in Alkimii Events

Event planning can be a whirlwind of details and deadlines, and having a streamlined way to create and manage tasks is essential for success.

In Alkimii Events, you have a powerful tool at your disposal that allows you to create tasks with ease. Whether you're coordinating a conference, a gala, or any event in between, understanding how and where to create tasks is the key to staying organized and on top of your game. 

How to create a task within a Company or Contact? 

• Within the company or contact view, you will need to click on the eye icon under the actions column to the far right of the screen

This screen will provide you with a full breakdown of the contact or company in a timeline view. To the right of your screen, you will see five actionable icons that you can choose from  To create a new task, select the "Task" icon

A task pop-up will appear where the user can enter the task information You can add a due date, assignees, a site/s, department, contact, specific description, priority level and tags as required. You can mark the task as "Private" by ticking the checkbox in the bottom left if applicable so only you and the assignees can see it If you wish to bulk-add event tasks, you can do so by ticking the "Bulk" checkbox  If you wish to add an attachment, click on the clip icon in the top right of the pop-up  To create the task, click the "Save" button

How to create a task using Alkimii Tasks? 

• Using the menu, search for "Tasks" using the search bar or click on the tick icon on the left hand side. 
• Your default view is the Task dashboard. This dashboard displays all tasks, whether the task was created here or within another area of the Alkimii Application. 

• To see any tasks pre-existing for Events, you will want to filter by "Category" and select "Events" from the dropdown menu. 
• This list will include all tasks that have either been created within an event, contact or company in Alkimii 
• The actions column will give you a range of options that you can do with the task 
• The eye icon will allow you to "View" the task
• The rocket icon (🚀) will allow you to "Start the Task" for your own progress-tracking
• The link icon will allow you to copy the quick access link to this task to share with any colleagues, if applicable
• The bin (🗑️) icon will allow you to delete the task if it was created in error 
• If your task was created within an existing Event, a calendar icon (🗓️) will appear in the Actions column. This icon when selected will bring you directly to the Event building page.

How to create a task within the "Tasks" field of an Event? 

• In the top right corner of the screen, click "Add Task" 
• As the category has been filtered to "Events", this will auto-populate in the task pop-up

You can add a due date, assignees, a site/s, department, contact, specific description, priority level and tags as required. You can mark the task as "Private" by ticking the checkbox in the bottom left if applicable so only you and the assignees can see it If you wish to bulk-add event tasks, you can do so by ticking the "Bulk" checkbox If you wish to add an attachment, click on the clip icon in the top right of the pop-up  To create the task, click the "Save" button