Getting Started Guide


Welcome to EventOPS! We know you're excited to dive-in and get your hands dirty with our technology. A couple of things just to help you get started here:

If you haven't already you'll receive an email with a "join EventOPS" button, simply click there to create your password.

First things, first.

Let's fill out your profile. With EventOPS you only have one profile, no matter how many different teams/events you work with - it's the simplest way to manage all of your activities in one place. Just click on your name in the upper-right hand corner and visit "My Profile" to complete.

* Don't forget your profile picture, this will help your teammates recognize you.

Now, let's create an event.

Just under your profile you'll see a beautiful green button that says "Create Event". Click that, and enter your details - all you need is Name, Location, and some Dates to get started. Good idea here is to give this event a color that you recognize - the more events you have, the more you'll have to do and the ability to discern by color is quite helpful. After you hit the check boxes, you're done and you'll be taken back to your dashboard. The dashboard is the best place to see what you need to see at a glance!

My Favorite Part.

Every event has many available areas to help you organize and manage. We understand events have a lot of moving parts - and they all need to be current in order for you to be successful. For every event you create you'll have the following:

  1. A Functional Area Dashboard: This is your magnifying glass to see what each area of responsibility is working on.
  2. An Org Chart: Hands down the fastest and most intuitive way to manage who's on your team - bonus here is you can assign them to what they're responsible for.
  3. An Event Map: Stop drawing on paper, never worry about being out of date, and collaborate where all can see. Draw what you want, and print to show.
  4. Calendars: Our intuitive technology allows you to ensure everyone is where they need to be, from today through event tear down.
  5. A Gantt Chart: Events can't start late - you need a plan in place to be sure that everything happens in the order you want, and anticipate any issues that may arise because something/someone arrived late.
  6. Task Management: The heartbeat of your event, create them, distribute them, and always know the status - stop using email, it's not made for tasks.
  7. File Management: Which file is current? Who should have it? These questions are no longer - keep everything you need right here.
Event Functions.jpg

Let's Dig In.

It's time to start saving time. Let's add some team members and get them some work to do. Don't worry, once you've added a colleague once, they'll be here for all future events.

Start here by visiting the purple Contact Management area and seeing the beautiful org chart, which right now just includes you. Hover over yourself and choose the + on the bottom right to add a Functional Area (this is what we call areas of responsibility) and then type in an email address.


Once the contact is created they'll get an email just like you did! For your next event you can either copy a previous org chart, or just drag-and-drop contacts into functional areas.


Now we get to really learn the power of EventOPS. Add a task (Task Management Page, Create button in the corner) - assign it to a functional area, and watch the notifications coming rolling in. Don't forget you can comment on tasks, and even remind and print them - very useful. While you're at it, add some Gantt activities and assign them. The beauty of assigning items: when another user is assigned an item, they're notified and can update/edit/comment on your items - and you see the results! Lastly, don't forget about Calendars - add as many as you'd like, make them public or private and add as many items as you want!

Reap the Benefits

You've added members, delegated everything that needs deligated. It's time for a status meeting, right!? WRONG. No more status updates! Check the comments, notifications, tasks, and activities for your updates. Spend your time in meetings collaborating and learning - make your meetings (and ultimately your event) a monster success.

What's Next?

Over the next few weeks we'll continue to add more user stories, case studies, and how to's. Stay tuned, don't forget to subscribe, and ask any questions you have!