Understand the different task response types and how to utilise them.
Short Answer:
- Exhibitors can give brief, single word/line responses to questions.
- Enter a number in the “Character Limit” field to set a limited character count.
Short Answer (Rows)
The Short Answer (Rows) option allows exhibitors to provide multiple short responses within a single task, displayed in rows.
- Rows Limit: Use the Rows field to set a maximum number of rows for responses.
- Additional Rows: Check Allow exhibitor to add more rows if you want to let exhibitors add extra rows as needed.
This setup is ideal for collecting multiple short answers under one task,
Paragraph:
- Exhibitors can provide more detailed, expanded responses to questions.
- Typically there's no character limit, but you can use the “Character Limit” field to add one if required.
Multiple Choice:
- Exhibitors select one option from a list of predefined choices as their response to a question, providing a clear and concise answer from a set of options.
- Click the “Add option” field and enter as many options as required.
- You can use the (plus) symbol to add sub-answers to any options.
- You can also attach a conditional task* to any option.
Checkboxes:
- Exhibitors can select multiple options from a list of predefined choices, allowing for the selection of multiple responses that apply to their situation or preference.
- Use the “Max Selection” field to set a maximum number of options that an exhibitor can choose.
- Click the “Add option” field and enter as many options as required.
- You can use the (plus) symbol to add sub-answers to any options.
- You can also attach a conditional task* to any option.
Check:
- Exhibitors can indicate a yes/no or true/false response to a question or prompt by checking a box, providing a binary answer to a specific query.
File Upload:
- Exhibitors can upload files or documents as their response to a task, allowing for the submission of supporting materials, documents, images, or other relevant files.
- Check the box(es) beside the file type to allow file upload in this format.
- You can use the “File Size Limit” field to set a per file max size limit and the “Maximum number of files” field to set restrictions.
Grid
- Exhibitors can input required information in a grid/table designed by the Organiser.
- To create a grid click the Customize Table button.
- Define the table type, as well as the the number of rows/columns to include along with their Headers.
- Mark your table/cells as mandatory or leave them as optional.
- Choose the cell input type - text or drop down.
- To learn more about creating a grid, click here.
Multitask
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The Multitask option lets exhibitors complete several tasks (or form fields) within a single main Task, allowing you to create complex forms with multiple sub-tasks.
To set up a Multitask form:
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Add Sub-Tasks: Click the +Add Sub-Task button to add multiple sub-tasks within the main Task.
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Configure Sub-Task Fields:
- In the pop-up window, fill out the fields for each sub-task, similar to creating a main task.
- You’ll see fields for Title, Response Type, and Notes:
- Title: Enter a clear label for the sub-task (e.g., “Company Name” or “Contact Email”).
- Response Type: Choose the response type (e.g., text, dropdown, checkbox) to determine how exhibitors can answer this sub-task.
- Notes: Add any additional information or instructions for the exhibitor, if needed.
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Set Required Answers:
- Use the Sub-Task Answer Required toggle to specify if an answer is required. Turn this on if the exhibitor must complete this field to submit the task.
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Save the Sub-Task:
- Click Submit to add the sub-task to your main Task.
Repeat these steps to add as many sub-tasks as needed. Each sub-task will function as a form field within the main Task.
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*Conditional Tasks
Conditional tasks allow you to create customized task lists for exhibitors based on their responses to 'Multiple Choice' or 'Checkbox' questions. When a conditional task is linked to a specific response option, it will automatically be added to the exhibitor’s task list if they select that option. This ensures exhibitors receive relevant tasks based on their unique requirements.
Steps to Add a Conditional Task to an Option:
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Select the Response Option: Navigate to the Multiple Choice or Checkbox option where you want to add a conditional task.
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Assign a Conditional Task: Click the icon that appears to the right of the response option (this looks like a calculator icon).
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Choose Relevant Tasks: In the pop-up window, check the boxes beside any tasks you want to add to this response option. These tasks will only appear for exhibitors who select this specific response.
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Save the Settings: Once you’ve selected all relevant tasks, click “Submit” to save. The conditional tasks are now assigned and will automatically be added to exhibitors' task lists when they choose that option.
- To add a conditional task to an option, click submit.
When you link a 'parent' task to a conditional 'child' task, certain assignment settings—such as Build Type and Exclude Package configurations—will automatically inherit from the 'parent' task to the 'child' task. This means the child task will follow the same assignment rules as the parent.
To make sure the child task is only triggered when an exhibitor completes the parent task, leave the assignment fields in the child task blank. This way, the system will treat the child task as conditionally dependent on the completion of the parent task, displaying it only for exhibitors who complete the parent task first.