--- title: How to create, configure and use tasks on Grip Manage description: This article tells you everything you need to know about the task feature on Grip Manage. --- [Skip to content](https://support.grip.events/product-task-functionality#main-content) [![Grip-Vertical-Logo-Purple-1.png\]](https://support.grip.events/hs-fs/hubfs/Grip-Vertical-Logo-Purple-1.png?width=23&height=34&name=Grip-Vertical-Logo-Purple-1.png)](https://support.grip.events/?hsLang=en) - [EVENT PARTICIPANT: GET HELP](https://share.hsforms.com/1-lydyoYDTxesUecWSiACWAcomhj) - [EVENT ORGANISER: GET HELP](https://share.hsforms.com/10sOhGhwFQIWjGMDJPxmjbAcomhj?__hstc=193303666.01968b48a56d3c61cbc83cbe4252ad11.1741013975689.1751443637200.1751448757763.154&__hssc=193303666.17.1751448757763&__hsfp=3075744378) Open main navigation Close main navigation - [EVENT PARTICIPANT: GET HELP](https://share.hsforms.com/1-lydyoYDTxesUecWSiACWAcomhj) - [EVENT ORGANISER: GET HELP](https://share.hsforms.com/10sOhGhwFQIWjGMDJPxmjbAcomhj?__hstc=193303666.01968b48a56d3c61cbc83cbe4252ad11.1741013975689.1751443637200.1751448757763.154&__hssc=193303666.17.1751448757763&__hsfp=3075744378) Hello. How can we help you today? - There are no suggestions because the search field is empty. 1. [Grip Knowledge Base](https://support.grip.events/?hsLang=en) 2. [GRIP MANAGE](https://support.grip.events/grip-manage?hsLang=en) 3. [Grip Manage - Company Portal](https://support.grip.events/grip-manage?hsLang=en#grip-manage-company-portal) # How to create, configure and use tasks on Grip Manage ## This article tells you everything you need to know about the task feature on Grip Manage. Tasks required for Exhibitors sponsorship and branding are created via Manage platform (from scratch, or by using a template), connected with relevant products, assigned to Companies - after which they appear on their Sponsor Portal.  To open tasks, navigate to your event in **Grip Manage \> Companies \> Settings \> Tasks \> + Create new task.** **![Screenshot 2025-10-06 at 14.41.45](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-10-06%20at%2014.41.45.png?width=670&height=371&name=Screenshot%202025-10-06%20at%2014.41.45.png)** To create a Task from scratch, choose New Task:![Screenshot 2025-10-06 at 14.44.22](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-10-06%20at%2014.44.22.png?width=670&height=382&name=Screenshot%202025-10-06%20at%2014.44.22.png) Make sure to define all the task properties (Name, Type, clear Description for the exhibitors to understand the function of the task). ![ezgif.com-video-to-gif-converter (1)-4](https://support.grip.events/hs-fs/hubfs/ezgif.com-video-to-gif-converter%20(1)-4.gif?width=670&height=409&name=ezgif.com-video-to-gif-converter%20(1)-4.gif)       **Task Types**  | Task Types | **Description** | **Constraints** | | --- | --- | --- | | Image Content Task | The user is expected to upload an image, typically for branding or marketing purposes. | This task can have different constraints depending on the task, such as: File Types: eps, ai, svg, jpeg, jpg, png; Height: Minimum height of 300px; transparency: A transparent background is recommended | | Text Content Task | The user is expected to submit a block of text, such as a short biography, description, or summary, subject to a word limit. | Max Words: 250 | | Document Content Task | The user must upload a document file (e.g., a presentation or supporting material) that complies with file type and size limits. | Max Size: 250 MB File Types: pptx, ppt, pdf, key | | Video Content Task | The user is expected to upload a video file, typically to be featured in the event platform or during a session. | Max Size: 250 MB | | Logo Content Task | The user is required to upload high-resolution logo files for use in event materials and promotions. | This tasks can have different constraint depending on the task, such as: File Types: eps, ai, svg, jpeg, jpg, png; Height: Minimum height of 300px; transparency: A transparent background is recommended | | Pass Selection Task | The user selects and registers staff members who will receive passes to attend the event. | Amount of passes per task | | Client Pass Selection Task | The user invites clients to the event and assigns passes, either by manual entry or via a self-onboarding link. | Amount of passes per task | | Speaker Pass Selection Task | The user submits details or selects a speaker from their team who will receive a special pass for presenting at the event. | Amount of passes per task | | Booth Selection Task | The user chooses a booth space for their brand or organization based on their sponsorship level and availability. |   | | LQT Configuration Task | The user configures settings for the List Query Tool (LQT), including manager assignment, list sizes, and quotas. |   | | Facilitator Selection Task | The user selects a facilitator from their team to manage or guide a round table session. |   | | Set Roundtables Location Task | The user provides details about the physical or virtual location where round tables will take place. |   | | Set Round Tables Day Time Task | The user schedules the round table sessions by assigning dates and times. |   | | Define Sponsor Session Task | The user provides content and details for a session they are sponsoring, including title and description. | Max Words (Description): 300 Max Words (Title): 20 | | Complete Sponsor Session Task | The user finalizes and submits all required information for their sponsored session. |   | | Category Selection Task | The user selects the sponsorship or participation category that best fits their organization’s role in the event. |   |     You will notice that task (as well as products) can have fulfillment actions that refer to them. As an organizer, you can be in control of this and configure how sponsors actioning these tasks is reflected and fed into the system.   **Configure Task Fulfillment** You can link tasks to specific platform elements using the task fulfillment feature. This automatically updates things on the platform when the task is completed. For example, you can set a task to update a company's logo on the platform when they complete the logo submission task. This functionality will be expanded to automatically link elements like video, advertisement banners, and mobile app banners to the Grip Engage company profile.     ### **Task Fulfillment Actions** These are automated actions that are taken in the platform based on specific task fulfillment actions: | **Task Type** | **Task Fulfilment** | **Description** | | --- | --- | --- | | Text Content Task | Speaker Bio Upload | Updates the bio of a speaker | | Text Content Task | Update Company Description | Updates the description property on a sponsor | | Text Content Task | Update Company Display name | Updates the displayName property on a sponsor | | Text Content Task | Update Website URL | Updates the social.website property on a sponsor | | Image Content Task | Update Sponsor Print Resolution | Updates the sponsor printResolution property as a logo | | Image Content Task | Update Sponsor Dark Web Logo | Updates the sponsor darkWebLogo property as a logo | | Image Content Task | Update Sponsor Time Stamp | Updates the sponsor logo update date so the record on our database maintains an updated record | | Image Content Task | Update Sponsor Light Web Logo | Updates the sponsor lightWebLogo property as a logo | | Image Content Task | Update Sponsor Single Color Logo | Updates the sponsor singleColorLogo property as a logo | | Image Content Task | Update Speaker Profile Image | Update a speaker profile image on the person record profileImage | | Pass Selection Task | Staff Passes | Create passes to be used on the sponsor being able to create tickets for staff | | Speaker Pass Selection Task | Speaker Passes | Create passes to be used on the sponsor being able to create tickets for speakers | | Client Pass Selection Task | Client Passes | Create passes to be used on the sponsor being able to create tickets for clients | | Define Sponsor Session Task | Round Table Session | Not in use | | Document Content Task | White Paper or Case Study Upload | Upload a document for a white paper or case study | | Image Content Task | Update Sponsor Dark Print Resolution | Updates the sponsor darkPrintResolution property as a logo | | Image Content Task | Update Sponsor Grip Logo | Updates the sponsor gripLogo property as a logo, which is used on the grip engage page |   **Set Task Assignment and Approval** Determine if the task **needs approval** after submission. You must select the assignment type. Currently, the primary assignee is the **sponsor**. However, tasks can also be assigned to the **event producer** (for internal staff tasks), and over time, tasks will be created for speakers and normal participants (tickets).    **Manage Task Due Dates and Delays** You can control due dates in several ways:     ◦ **Days Due Before Event Starts:** Setting a fixed date (e.g., May 5th for a September 15th event).     ◦ **Days Due From Assignment Date:** Setting a relative deadline (e.g., must be completed within 14 days after the task is assigned to the company).     ◦ **Open Delays:** If you do not want all tasks shown immediately, you can set a delay (e.g., only show this task 20 days after the contract is signed/company is added to the portal).   ### What do Exhibitors see, and how do they act on their Tasks/Products? Once Products/Tasks are assigned to a certain company, company representatives use Sponsor Portal to have an overview on everything that's expected of them in preparations towards the event itself.  Navigate to **Companies \> Settings \> Open Sponsor App** button to be able to log into the Sponsor portal of your event. ![Screenshot 2025-10-07 at 14.27.03](https://support.grip.events/hs-fs/hubfs/Screenshot%202025-10-07%20at%2014.27.03.png?width=582&height=326&name=Screenshot%202025-10-07%20at%2014.27.03.png) This is what sponsors see: ![Thank you for sponsoring](https://support.grip.events/hs-fs/hubfs/Thank%20you%20for%20sponsoring.png?width=670&height=359&name=Thank%20you%20for%20sponsoring.png)     **Task Advanced Setting** At the bottom of the 'Create new task' page, you will notice 'Advanced settings'. These settings help you automate the workflow for the task you are creating.    | **Item** | **Description** | | --- | --- | | Active | If the task or product is enabled, a disable product cannot be assigned to a sponsor and a disable task will not be created when the product is assigned | | Task Fulfillment | The intended function or functions of a task, update a sponsor logo, create a ticket for a staff p=of the sponsor, etc. | | Needs Approval | Should the submission of a task required to be approved before it is accepted by the system and the fulfillments fulfilled. Example, if a new sponsor image logo is uploaded as a submission should it be approved before the logo is updated on the sponsor data | | Fulfill at Finished | Should the fulfillments run only when the task is moved to done or should it run as soon as a new submission is created. usually this is used on true | | Upload Public | Are the files, images, videos uploaded to the task should be accessible as a link for viewing and/or downloading or only accessible through our system with protection | | Assignee Type | Is a task intended to be fulfilled by a sponsor contact or by an event producer. Event producer assignee type are usually only used on some reminder tasks | | Days Due Before Event | The date when the task becomes due, being the max available date the day of the event start | | Task Open Delays Days after Contract Sign | It allows for a task to be locked after product assignment until the X amount of days pass |   ### **Task Notifications** Only the sponsor primary contact gets notified of task changes, currently, there can only be **one primary sponsor contact per sponsor.** The primary contact is set under the company's contacts' section. **![](https://support.grip.events/hs-fs/hubfs/image-png-Apr-25-2025-10-56-08-2118-AM.png?width=670&height=107&name=image-png-Apr-25-2025-10-56-08-2118-AM.png)** For the organiser, only 'primary event producer' contacts will receive an email notification when a submission is received. Here is an overview of the emails that are being sent by the Grip Manage platform. | **Task Status** | **Organiser** | **Sponsor** | | --- | --- | --- | | Submissions |   |   | | Due |   | Primary Sponsor Contact | | Pending |   | Primary Sponsor Contact, only on the batch email | | Rejected |   | Primary Sponsor Contact | | Comment |   |   | | Approved |   |   | | Overdue |   | Primary Sponsor Contact | | Task Done Notification | Primary Event Producer |   |     - [EVENT PARTICIPANTS](https://support.grip.events/event-participants?hsLang=en#main-content) - [Logging in](https://support.grip.events/event-participants?hsLang=en#logging-in) - [Managing your profile](https://support.grip.events/event-participants?hsLang=en#managing-your-profile) - [Networking on the platform](https://support.grip.events/event-participants?hsLang=en#networking-on-the-platform) - [Virtual events](https://support.grip.events/event-participants?hsLang=en#virtual-events) - [Exports](https://support.grip.events/event-participants?hsLang=en#exports) - [Event Exhibitors and Sponsors](https://support.grip.events/event-participants?hsLang=en#event-exhibitors-and-sponsors) - [GRIP ENGAGE](https://support.grip.events/grip-engage?hsLang=en#main-content) - [Event Setup & Configuration](https://support.grip.events/grip-engage?hsLang=en#event-setup-configuration) - [Profile & Data Management](https://support.grip.events/grip-engage?hsLang=en#profile-data-management) - [Integrations & APIs](https://support.grip.events/grip-engage?hsLang=en#integrations-apis) - [Event Design & Branding](https://support.grip.events/grip-engage?hsLang=en#event-design-branding) - [Event Agenda](https://support.grip.events/grip-engage?hsLang=en#event-agenda) - [Event Engagement](https://support.grip.events/grip-engage?hsLang=en#event-engagement) - [Grip Support](https://support.grip.events/grip-engage?hsLang=en#grip-support) - [MustMeet](https://support.grip.events/grip-engage?hsLang=en#mustmeet) - [Mobile App Management](https://support.grip.events/grip-engage?hsLang=en#mobile-app-management) - [Insights & Reporting](https://support.grip.events/grip-engage?hsLang=en#insights-reporting) - [GRIP MANAGE](https://support.grip.events/grip-manage?hsLang=en#main-content) - [Grip Manage - Integrations](https://support.grip.events/grip-manage?hsLang=en#grip-manage-integrations) - [Grip Manage - Company Portal](https://support.grip.events/grip-manage?hsLang=en#grip-manage-company-portal) - [Grip Manage - Emails](https://support.grip.events/grip-manage?hsLang=en#grip-manage-emails) - [Grip Manage - Registration](https://support.grip.events/grip-manage?hsLang=en#grip-manage-registration) - [Grip Manage - Side Events](https://support.grip.events/grip-manage?hsLang=en#grip-manage-side-events) - [Grip Manage - LQT](https://support.grip.events/grip-manage?hsLang=en#grip-manage-lqt) - [Integrations](https://support.grip.events/integrations?hsLang=en) - [MustMeet](https://support.grip.events/mustmeet?hsLang=en) - [Event Organizers](https://support.grip.events/event-organizers?hsLang=en) - [Grip MCP](https://support.grip.events/grip-mcp?hsLang=en#main-content) - [Grip Organiser MCP](https://support.grip.events/grip-mcp?hsLang=en#grip-organiser-mcp) [![Chill listening crop-3](https://support.grip.events/hs-fs/hubfs/Grip-logo-512x512-light-1.png?width=24&height=24&name=Grip-logo-512x512-light-1.png "Chill listening crop-3")](https://www.grip.events) Grip Help Center Copyright © 2025, Grip