How does the Sidebar work?
The Sidebar helps you quickly navigate through your Events and Teams, as well as access your Account Settings, Org Reports & Settings and more.
Open & Close the Sidebar
The Open & Close let you hide the Sidebar when working inside Events. It appears when you hover your cursor over the Sidebar.
The Profile Menu underneath your avatar has your Account Settings, Support Center links and sign out option.
The Inbox can hold Leads, Meetings, Attachments, Event Requests and more for your events. The number of pending items in your Inbox will appear over the Inbox icon when you hover over it with your cursor.
Org Reports & Settings
In Org Settings you can view and manage Org Members, Contacts, Budgets, Event Imports, Publishing, Settings, Integrations and Billing. Org Admins have full access to all tabs in the Org Settings. Non-Admins have access to the Org Members, Contacts, Budgets and Billing tabs.
Notifications share your Team's activity while creating and managing events. You can also receive them from the Activity Summary Email Subscription.
Quick Add Button
The Quick Add Button lets you quickly add events, Teams and Members. Note only Org Admins will see the option to Create New Team.
Event Search provides quick access to your upcoming or past events. You can search by event name or keyword.
My Tasks is where you can see all of your assigned Tasks. By default they are filtered for open status and listed by nearest due date.
You can also filter the Events Dashboard by other Event Staffers.
If you need to delete a Team, contact us.
Within each Team, there is a list of upcoming events, including event name, dates, city, state and country.
On the left side of each event, the event status is shown as a circle. If the circle is filled in, the event has a status of committed. If the circle is empty, the status is either considering or skipping.