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Advanced Setup - Project Manager

With the Project Manager you can map out all aspects of your event. Completely integrated throughout EventsAir, the tool lists tasks, dates, deadlines and keeps track of how your event is progressing.

Tip: Not sure if you want the Project Manager or the Run Sheet? As a general rule, the Run Sheet gives you the play-by-play breakdown of your event while onsite, while the Project Manager helps with planning the lead-up to your event, often starting months in advance.

You can also add Project Manager custom fields (in the Setup Panel, Custom Fields) - these will appear on the far right of the Grid view, and in Exports from your Project Manager panel.

Team Member Setup

This is where you can define Team Members to be included in your Project Management and Run Sheet functions. You can create a Team Member who is NOT a user of EventsAir, a very useful feature when working with contract meeting coordinators, or volunteers.

Tip: The same Team Members are used for both the Project Manager and the Run Sheet - once you set up Team Members they will be visible in both places.

For Team Member Setup you can specify:

  • First Name

  • Last Name

  • Role

  • Email Address

  • Email Project Task Reminders - Checking this sends the Team Member a reminder approximately 24 hours before each assigned Task's Start Date, and another approximately 24 hours before each Task's Due Date. Reminders are sent to every Team Member listed on the task.

  • Phone Number

  • Link to EventsAir User - this lets you link this Team Member to an existing EventsAir User login.

  • Access Organizer Apps - this option provides access to the Organizer App for this team member.

  • Username and Password - for the Organizer App.
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    The Advanced tab has a field for Unique Code (usually only used by development teams).
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