Assets let you organize tasks and resources into meaningful categories so partners can easily filter, understand, and complete what’s required of them.
A few examples of leveraging assets:
- Role- or Responsibility-Based Assets that help teams coordinate who does what across a project: sponsorship fulfillment, creative, hospitality, volunteers, media relations, compliance / legal
- Channel or Placement-Based Assets that supports marketing, promotion, or exhibitor visibility: social media, email, signage, video billboard, web ad, booth space
- Partner or Sponsor Deliverables that clarify fulfillment categories: partner information, sponsorship category detail (tech, apparel, beverage), speaker detail, live activation
- Physical or On-Site Assets that support event logistics and operations: credentials, parking, tent set up, equipment rental, load-in/load-out times, storage
In order to use Assets, the project Owner must first turn on this feature in the project settings. This option is only available to the Project Owner.
Navigate to Settings within the Host Settings navigation, then click the checkbox for Enable Assets. Once activated, click Save Project.
Once activated, the Host Settings list will now include an Assets section. Navigate to this area to begin creating assets.
Click Add an asset to create your first grouping.
Once the asset has been created, click the three-dot icon, then Edit Asset to begin adding Tasks and Resources.
Your partners will now have an added filter option on their dashboard that will group their assigned tasks and resources into the appropriate assets.
