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Checklist: Entreprenuer & Financial Workshop
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DB Templates
DB Templates
DB Templates
Handle
Template
Description
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
If you see this, delete this page and all subpages now:
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
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
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page with all subpages as well:
There are no rows in this table
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
Ctrl
P
) instead.