This article tells you everything you need to know about the task feature on Grip Manage.
Task Types
|
Task Types |
Description |
Contraints |
|---|---|---|
|
Image Content Task |
The user is expected to upload an image, typically for branding or marketing purposes. |
this tasks can have different constraint depending on the task, such as: |
|
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 |
|
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: |
|
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. |
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|
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. |
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|
Define Sponsor Session Task |
The user provides content and details for a session they are sponsoring, including title and description. |
Max Words (Description): 300 |
|
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. |
|
Task Fulfilment Actions
|
Task Type |
Task Fulfillment |
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 used |
|
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 |
|
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 pf the sponsor… |
|
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 |
if 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
|
Task Status |
Organiser |
Sponsor |
|---|---|---|
|
Submissions |
|
|
|
Due |
|
Primary Sponsor Contact |
|
Pending |
|
Primary Sponsor Contact, only on the batch email |
|
Rejected |
|
Primary Sponsor Contact |
|
Comment |
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|
|
Approved |
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|
Overdue |
|
Primary Sponsor Contact |
|
Task Done Notification |
Primary Event Producer |
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