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July 20, 2023
Event Tips

5 Ways to Automate Your Event Planning with PheedLoop’s Task Automation!

5 Ways to Automate Your Event Planning with PheedLoop’s Task Automation!

Event planning is a complex and demanding process that requires seamless coordination and communication among various stakeholders. PheedLoop's Task Automation is a groundbreaking feature designed to simplify the event planning journey by empowering event planners to delegate tasks, automate reminders, and streamline approvals. This unique tool offers a personalized portal for stakeholders, ensuring all necessary information is conveniently accessible, and tasks are efficiently managed. In this blog post, we will explore five critical ways PheedLoop's Task Automation enhances the event planning experience, saving time and effort for event planners and stakeholders alike.

Convenient All-in-One Portal Experience for Stakeholders

PheedLoop's Task Automation provides event planners with an unprecedented level of convenience by offering a unified portal experience for stakeholders. Within this portal, event planners can create tasks for exhibitors, speakers, and other team members, consolidating all relevant conference information and documents in one place. Stakeholders can easily access their assigned tasks, view session details, and update their profile information, which automatically syncs across the Event App, Virtual Portal, and Website. This streamlined process not only saves time for event planners but also ensures stakeholders are always up-to-date with the latest event details.

Automate Reminders and Task Notifications

Keeping track of deadlines and task progress can be a daunting task for event planners. With PheedLoop's Task Automation, event planners can set up automatic reminders for tasks based on specific due dates. Stakeholders receive timely notifications for upcoming and completed tasks, keeping them informed and accountable throughout the event planning process. Additionally, event planners can customize task notifications, ensuring the right team members receive relevant updates and information when needed.

Review and Approve Tasks with PheedLoop’s Task Queue

Approving tasks and ensuring their completion is crucial for event success. PheedLoop's Task Queue empowers event admins to set task completion requirements, ensuring tasks are not considered complete until they are reviewed and approved. The intuitive dashboard allows event planners to monitor tasks as they come in, review associated files and information, and either approve or unapprove tasks. This feature significantly reduces the back-and-forth communication often associated with task management, enabling event planners to focus on other essential aspects of event planning.

Create and Send Form Input Questions

Gathering information from stakeholders is a vital aspect of event planning. PheedLoop's Task Automation offers event planners the flexibility to create custom sets of questions and request stakeholder input directly within the portal. This feature proves invaluable for collecting essential information from exhibitors, speakers, and other participants, tailoring questions according to their respective needs. Stakeholders can conveniently respond to these questions and edit their responses within the portal, simplifying data management for event planners. The collected data can be easily downloaded through reports, providing valuable insights for event planning and decision-making.

Customizable Tasks with File Uploads, External Links, and More

Each event has unique requirements, and PheedLoop's Task Automation recognizes this by offering highly customizable tasks. Event planners can personalize tasks by enabling file uploads, allowing stakeholders to add relevant documents and files when completing tasks. Moreover, event planners can provide additional context to stakeholders by attaching files for their review before task completion. Additionally, the feature allows event planners to add external links to tasks, providing stakeholders with direct access to relevant resources and information, further enhancing the efficiency of the event planning process.

Wrap Up

PheedLoop's Task Automation has revolutionized event planning by providing event planners with a powerful tool to streamline communication, task management, and data collection. By leveraging this feature, event planners can offload tasks to stakeholders, automate reminders, and simplify approvals, resulting in a more efficient and seamless event planning experience. With PheedLoop's Task Automation, event planners can focus on creating unforgettable experiences for attendees while enjoying newfound time and productivity gains. Embrace the power of Task Automation and transform your event planning process today!

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PheedLoop is an all-in-one event management platform for live, virtual and hybrid events. Our platform powers events for associations, corporations, agencies, educational institutions and governments worldwide including Shopify, Government of Canada, American Society of Mechanical Engineers, IBM and more. We commit ourselves to being a highly product focused company, and are dedicated to releasing new features and product updates every week since our founding in 2015. We post regular updates like this one to our blog.

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