Hello, and welcome to Sessionboard! We are excited to work with you. This checklist is your one-stop shop for having a successful event. Use the steps associated with the modules you have access to as a guide through your event execution. As always, if you have any questions, please contact [email protected].
DIRECTORY
Organization Dashboard Set Up
Task | Help Center Article |
1. Set up Integrations (if applicable)
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Event Details Set Up
Task | Help Center Article |
1. Update Event Name
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2. Update Event Slug
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3. Add Event Timezone
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4. Add Event Start & End Date & Time | |
5. Upload Event Logo
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6. Upload Background Image
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7. Invite Your Team
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Session Submission Form & Portal Configuration
Task | Help Center Article |
1. Configure the session submission form
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2. Configure session settings
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3. Customize Portal Appearance Settings
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4. Review & adjust additional speaker portal settings:
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5. SHARE THE SESSION SUBMISSION FORM
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Speaker Portal Tasks & Resources
Task | Help Center Article |
1. Add & Assign Tasks
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2. Add & Assign Documents To Collect
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3. Add & Select Files To Share
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4. Add & Assign Pages To Share
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5. Create Additional Forms
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Exhibitor Intake Form & Portal Configuration
Task | Help Center Article |
1. Configure Intake Form | |
2. Customize Portal Appearance Settings
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3. Review & adjust additional exhibitor portal settings:
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4. SHARE THE INTAKE FORM
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Exhibitor Portal Tasks & Resources
Task | Help Center Article |
1. Add & Assign Tasks
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2. Add & Assign Documents To Collect
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3. Add & Select Files To Share
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4. Add & Assign Pages To Share
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5. Create Additional Forms
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Sponsor Intake Form & Portal Configuration
Task | Help Center Article |
1. Configure Intake Form | |
2. Customize Portal Appearance Settings
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3. Review & adjust additional sponsor portal settings:
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4. SHARE THE INTAKE FORM
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Sponsor Portal Tasks & Resources
Task | Help Center Article |
1. Add & Assign Tasks
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2. Add & Assign Documents To Collect
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3. Add & Select Files To Share
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4. Add & Assign Pages To Share
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5. Create Additional Forms
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Evaluations
Task | Help Center Article |
1. Create Evaluation Plans | |
2. Add Evaluators To Your Team | |
3. Open & Send Evaluation Plans |