Step 1: Review and complete the Settings tab

Estimated reading: 1 minute

Head over to the Settings tab. This is where you can control what is available for several fields in the Project Sheet, such as

  • Speaker onboarding type (1-to-1, Tech check, No onboarding, etc)
  • Content type (Live, Hybrid, Virtual, etc)
  • Your team members
  • Speaker roles (Remote speaker, Onsite VIP, MC, etc)
  • Sponsorship tiers (Gold, Platinum, etc…)

The Management Sheet is pre-filled with default values, catering to most event needs.

You can add or remove values as you see fit. 
Note: always leave the “Canceled” option for both Speakers onboarding type and Content type.