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Checklist: Entreprenuer & Financial Workshop

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Database

DB Templates

DB Templates

Handle

Template

Description

Header matched user

👋 Welcome! Choose how to proceed: {1} {2}

Use the matched employee

Select an employee manually

Header not matched user

👋 Welcome! We couldn’t figure who you are. {1}

Select an employee manually

Header regular user

👋 Hey {1}! {2}

User name

Link to popup to view as someone else

Open select employee

View as someone else

Btn use matched

Use the doc as {1}

User name

Btn dont use matched

Select a different person or add a new one

Btn select employee

Select a person or add a new one

Assignment notification

You were assigned {1} checklist item(s)

Number of items

Btn notes empty

Notes

Btn notes

Notes

Assigned items label

{1} / {2}

Number of assigned items

Total items count

Btn unused category

🚨 Unused category. Feel free to hide or delete this page

Unused category. Feel free to hide or delete this page

Btn back to checklist

Back to full checklist

Due items header

⚠️ You have {1} due item(s) on your checklists.

↗ Review

⁠

Overdue items header

🔴 You have {1} overdue item(s) on your checklists.

↗ Review

⁠

Template setup - template doc

Welcome to the Template setup!

Here you can:

⁠

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— if you changed anything in the Easy Events Intake Flow Typeform please follow instructions there.

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— if you want to change template checklists for all future submissions. Existing event docs (i.e. created before your changes) will not be affected.

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— to set default cleanup and preparation durations that will be applied for future events (each organizer can tweak those independently)

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— to change the content that’s displayed when users click on Help buttons across pages

Template setup - event doc

⚠️ This is an event doc

Changes you make here will not affect any other submissions because it’s already a doc copy that’s shared with just one event organizer.

You should do template setup in this doc instead:

https://coda.io/d/Template-doc_dIQIfH-2jq1

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If you see this, delete this page and all subpages now:

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Event doc setup - not event doc

⚠️ This is not an event doc

This is a template doc. You should not use this section because no event data shall ever end up here.

You can do testing with

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but make sure to clean up the doc by clicking a button here

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before anyone submits a typeform. Ideally make a copy of this doc to play around with.

To set up default checklists go to

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Event doc setup - no data

⏳ Waiting for the event data to appear…

There may be a 2–5 min delay between doc creation and data appearing.

If this time has passed and you still see this message, try reloading the tab.

If you still see this message, please contact

ian.atwater@easyeevents.com

⁠

Event doc setup - click the button

👇 Click the button to set up the doc

Ideally there’s no errors and you see a success message.

Otherwise you’ll be asked to review and resolve issues and click another button to finish the process.

{1}

The button

Event doc setup - processing

⏳ Please wait…

If this takes more than a minute, please contact

ian.atwater@easyeevents.com

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Event doc setup - errors

⚠️ There were some errors

Please review and resolve below. Then click the button in the bottom of this page.

Event doc setup - completed

✔️ Complete!

Please delete this page with all subpages, and

Broken link

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page with all subpages as well:

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There are no rows in this table

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.