How to set up the master list of tasks for events in RMS.
Overview
The Event Management module in RMS enables properties to efficiently manage bookings for event spaces and seamlessly plan, schedule, and execute events such as conferences, weddings, parties, meetings, and more.
A Master Task is a general description of services required for the event e.g Setup, lunch, AV equipment.
✎ Please Note: A subscription to the Event Management module is required to use this feature.
✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Other features of the Event Management module include:
Service Providers and equipment needs
Event Footer (Terms and Conditions)
Guide
In the side menu of RMS, go to Setup > Event Management > Master Tasks.
- Select 'Add'.
- Enter the Task Name.
- Enter the Task Details.
Enter the Default PAX Amount (Optional).
Enter the Default Start Day & Duration (Optional).
Select if the Task Should Only Appear on the Event Runsheet (Optional). - Select 'Save'.
(After Save, select any tab in the Menu to associate Properties, Service Providers and Sundry Charges).
✎ Please Note: Event Tasks selected to only appear on the Runsheet will not be included in the Event Order.
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