Run Sheets are the on-the-ground roadmap for same-day tasks that need to be done during (and sometimes after) your meeting or event.
Even today, some event managers prepare run sheets in a multi-page spreadsheet, only to find it's unwieldy and information quickly becomes out-of-date and innaccurate.
Run Sheets help you manage all the micro-tasks needed to successfully deliver your event. (Unlike Project Manager, which is designed for projects and tasks that run across several days, weeks, or months, Run Sheet is for same-day tasks.)
The Run Sheet tool lists the tasks allocated to team members, and shows exactly what needs to be done, where and when. As tasks get completed, they're checked off and the Run Sheet updates instantly.
The Run Sheet is tightly integrated with other modules such as Functions and Presentations/Sessions, making sure that all your to-do items are handled efficiently and on time.
The Run Sheet appears in your Organizer App (which you can access on any computer or mobile device), so you can monitor task progress in real time. You can also add a personal Run Sheet ("My Run Sheet") component to your Organizer App.
Sections of the Run Sheet Panel
The Run Sheet is displayed in a grid you can directly edit.
You can also select Edit from the Quick Access Menu to the very right of each run sheet task (also known as the Hamburger Menu).
The Run Sheet displays the following data:
Task Date
Starting and Ending Time
Task Details - these are the individual assignments within the run sheet. Tasks are assigned to Team Members, include all necessary details:
Task Name
Location
Agenda item (if needed)
Course (if for a CE Course)
Team Member(s) assigned to the task
Status [Not Started, In Progress, On Hold, Deferred, or Completed]
Date and start time
End time
Priority (High or Low)
Note (Task note - if needed)
Custom Fields - if you've added custom fields to Run Sheet in your event (in the Setup Panel, Custom Fields module), they'll also be displayed (and editable) within the grid.
Quick Edit Option
On the right side of each task line you'll see the Quick Edit icon. Clicking on this will let you perform the following tasks:
Edit - modify the details of the task.
Clone - create a new task, pre-filled with all the details of this task.
Run Sheet features
The following items are features of the Run Sheet. Read more about each one in this article.
Run Sheet Filter
Show Agenda - toggle inclusion of items from Functions and Presentation Sessions.
Re-Assign Team Members
Re-Assign Task Date
View Options
Excel Import and Export
Add Task