How to set up Speakers' tasks workflow using Dryfta event platform for various speaker-related tasks?

To update speaker profile & upload final papers in their profile

Go to Form builder > Speaker registration form and click on Settings icon to set up a deadline for speakers to update their profile.

*This step is only required if you have not created the registration form for speakers already.

1. Go to Form builder to create a form for Speakers by clicking on Add New Form button. Enter a name for the form viz. Speaker Registration and select "Speaker" role from the dropdown. Click on Save.

2. Add custom fields for speakers in the newly-created speaker registration form - these fields would only be displayed to speakers when registering from the speaker registration form or updating their profile from their dashboard. You can also copy existing fields in a different registration form, to the speaker registration form.

Notes: 

• Only mandatory fields are checked by the system for profile update. When all mandatory fields are filled, the system displays the Complete status for Update profile task. 
• When the deadline is set for profile update, speakers can update their profile until that date. Once deadline is reached, the speaker fields in the profile become inactive.
• System notifies admin whenever a speaker has updated their profile.

To upload final papers within the abstract (NOT within the speaker's profile)

Speakers/presenters can submit their final papers from their dashboard. Here's how to create the fields for submitting final papers:

1. Go to Forms & Data > Form builder > Proposal/Talks Submission Form, select File Upload field type from the right. 

2. Create a file upload field if you want to allow speakers to upload files or any other field type that should only display to accepted authors/speakers, and select the "Accepted submissions" from the right section. See screenshot below.

The field is saved automatically and would display in the website only to those whose abstracts has been accepted. 

3. Apart from creating the final paper fields to display in Accepted abstracts only, you also need to set the last date for submitting final papers under each submission type. This ensures accepted authors cannot upload the final papers once the deadline has passed. See screenshot below.

Now speakers can log in to their dashboard, go to My Submissions, click on Submission title (which has been accepted) to go to Proposal submission form. This will display fields which .

Here's a short video:

https://gyazo.com/e90a3e8bcc7ef6a3821351d392a5a990

Notes:

• System notifies admin whenever speaker updates the submission.

To allow speakers to add notes for sessions they are speaking at.

Go to Program builder > Settings to set deadline to allow speakers to add notes in sessions they're speaking at.

Notes:

• To add notes, speaker has to go to the tab "Sessions I'm speaking at" and click on a session to add notes. 
• After the deadline is reached, speakers cannot add further notes. Every note submitted by the speaker is saved and displayed under that session in the program builder.
• System notifies admin whenever there is a note submitted by a speaker.

To add tasks under Speaker's To-Do list.

Go to Tasks Manager and create these tasks for speakers. See the red-bordered button in the screenshot below.

1. Click on Add Task button

2. Enter task details

3. If you want to assign this task to all speakers, then select Assign to usertype (from under the Assign to dropdown) and select the "Speaker" role from the dropdown.

4. If you want to assign this task to some selected contacts only, select Assign to users and search and select users to whom you want to assign this task.

5. To send a notification about this task to all speakers or selected individuals, click on Notify users button.

Speakers can access their To-Do list from under their dashboard. Here's a screenshot:

Here's a screenshot of how the To-Do list looks like to the logged-in speaker.

Notes:

• Currently, after completing a task, speakers have to mark it done their own. Tasks are not marked done automatically. 

See the video tutorial: https://www.youtube.com/watch?v=ebFx5a2cwDU