This article targets users managing event agendas in the Certain platform.
Scheduled items are the time- and location-based parts of your event. Examples include Workshops, Keynotes, Breakout Sessions, Meals, Activities, Tours. Each is an agenda item with a time duration and a location. Scheduled items with times greater than zero minutes are available for inclusion on the Certain Mobile Agenda page.
Note: If you are using the Speaker and Session Management module in the event, you would be creating Sessions there rather than as scheduled items on this page.
Note: Import: To import Scheduled Items, see Import on the Agenda page.
Export: To export a list of Scheduled Items, possibly for editing and re-importing, see Export on the Agenda page.
List or Calendar
You can view the Scheduled Items in two ways.
- Item List
- Calendar Grid
To switch views, click the icon for that view.
To add an item, click Add New in the Item List or Calendar Grid header.
To edit an item:
- click in the row for the item in the Item List, or
- click the item in the Calendar Grid and click (pencil icon) to edit in the information pop-up.
To delete or copy an item, click the icon in the Item List.
Note: You cannot delete an agenda item that's assigned to an attendee.
To search for an item, type any part of the item's name in the unlabeled box. Only matching items are displayed.
To filter the items displayed, select a Type in the Filter By list. All items are listed unless you apply a filter.
(If you search for items, the filter applies only to the results.)
See Custom Scheduled Types (next) for standard and customized types.
Custom Scheduled Types
Every scheduled item is of one Type. This can be one of the standard types (Activity, Class, Meal, Session Breakout, Tour), or a custom type that you add in this section. The existing custom types are listed. Click to collapse the list. Click to expand a collapsed list (and show the Add New button).
To add a new Type to the list: Click Add New A pop-up Add New Custom Type window opens Type a Name for the new Type Click Save The pop-up window closes, and your new Type is included in the list.
Video: Adding a Custom Scheduled Type
To edit a custom type, click the edit icon.
Note 1: Only the Name can be edited. Note 2: A custom type can be moved from "Scheduled" to another category using Organize Agenda Categories on Event Setup > Agenda to move the custom type, such as to Other.
Caution: This would also change the category of all the Scheduled items of that custom type. For example, instead of being Scheduled they would become Other.
To delete a custom type, click the delete icon (visible when you hover over the icon).
Note: You cannot delete a type that's in use (assigned to a scheduled item).
To copy a custom type, click the copy icon.
Groups, Locations & Tracks
To help you manage scheduled items, each one (as described in the Details topic) can be assigned to a Location, and/or a Track, and/or a Group. You set those groupings up in this section.
Any existing Groups, Locations, and Tracks for scheduled items are listed.
To add one to the list: Click Add New A pop-up Add Group, Location or Track window opens Type a Name Select Group, Location, or Track Click Save The pop-up window closes, and your new entry is included in the list.
Video: Adding a Group, Location, or Track
To edit a group, location or track, click the edit icon.
Note: You can only edit its Name. You cannot change its designation; for example, from Group to Track.
To delete a group, location, or track, click the delete icon (visible when you hover over the icon). Note: If you try to delete one that's in use (is assigned to a Scheduled Item), you are prompted for confirmation.
To copy one, click the copy icon.
See Also
- Scheduled Item List and Calendar Grid
- Scheduled Item Detail
Was this article helpful? Yes No
Have more questions? Submit a request
Related articles
- Assign Groups
- Incomplete Registrants And Cancellation Fees
- Copy Event (Wizard)
- 'Other' Agenda Item: Details
Comments 0 comments
Please sign in to leave a comment.