Status, Profile and Labels

20 minutes

When you organize an event, its planning process and context are very important. In this session, we will present a fictional planning process and you will learn about statuses, profiles and labels.

Table of Contents

• Contents
• Context
• Status
• Profile
• Label
• Planning process
• Demo
  • Status “Concept”
  • Status “Pencil”
  • Status “Pencil” 2
  • Status “Confirmed”
  • Status “In progress”
• Influence
• Preferences
  • Default profile
  • Updates
• Exercise
• Conclusion

Summary

• Contents:
  • Definition of status, profile and labels
  • Demonstration with a fictional planning process and the statuses “Concept”, “Pencil”, “Confirmed”, “In progress” and “Done”
  • Preferences: standard event profile and notifications for updates
• Goal: After this session, you will understand what profiles, statuses and labels are used for in Yesplan. You will know how Yesplan works with a planning process and you will be able to set the correct status and profile for an event. You will understand an “option” and a “locked” event and you can set your personal preferences.
• Intended for: All new users of Yesplan. This session introduces crucial Yesplan concepts.