Custom Session Task :: Lineup Ninja Documentation

How do I Create a Custom Speaker Task?

Lineup Ninja provides a wizard to help you set up and configure your own custom tasks.

Go to your event, and then: Agenda Planning / Sessions / Session Tasks
Click the “Create Custom Session Task” button:
Give your task a name and, optionally, a deadline, and then click the green ‘Create Task’ button:
Next you will be asked if you want to review the content before adding it to the Session’s record on the agenda.

Answering “Yes, I want to run a review process and then choose which content to add to the session.” will NOT automatically update the session’s record on the agenda. Instead, you will be able to manually update sessions from the task data when you’ve reviewed it and are happy with it.

Answering “No, I’m not running a review process and want the content to be added to the session automatically.” will mean that when Task Owners fill the form in, the session record on the agenda will be updated automatically and immediately.

Warning

If you answer ‘No’ to this question, Task Owners can directly update the Session’s record on the agenda - i.e. you are effectively allowing them to edit data that will be published to the show website, mobile app, signage etc.

If you have ‘Scheduled Publishing’ enabled on any of your publications (website, mobile app etc), it is possible that these changes will be automatically published without anyone from the content team reviewing this content.
If you choose ‘Yes, I want to run a review process…’ to the question in step 4, you will see this question:

This allows you to choose whether to add another Stage to your Custom Session Task to capture the final version of the content - or not.

And if you DO choose to add a ‘Final Version Requested’ stage to your task, you can choose whether that final version of their details should automatically update the session on the agenda, or not.
How do you want the form to behave when Task Owners submit their content?

Would you like to:
- lock the form (useful if you’re keen to maintain some editorial control) or
- leave it open (useful if you want to allow Task Owners to make last minute changes in the run-up to the event?
Make your choice and click ‘Save’ to create the task.
You will now be taken to the Custom Session Task’s Configuration Page, which will have the Task Configuration Dialogue pop-up already open:
The Task Configuration Dialogue pop-up allows you to check (and change) some of the settings you’ve just chosen, and is where you can make some other important configuration choices.

Two important settings that you should review here are:
1. Which sessions need this task? This allows you to filter which speakers need this task to be performed.
2. Who should perform this task? This allows you to decide who the Task Owners will be. You can set rules to automatically assign this task to the relevant people.
Finally, you can add deadlines to each stage, and even reorder the stages in your task in the Task Configuration Dialogue pop-up if you need to:

Once you’ve reviewed these settings, click the blue ‘Save’ button. This will close the Task Configuration Dialogue pop-up.
You will now see the Custom Session Task’s Configuration ‘Main View’.

This view has various other elements that you can preview and configure:
1. The task’s stages
2. The task’s behaviour before and after its deadline
3. A preview of how this task will appear in the “My Tasks” section of the Home Page in the Content Portal.
4. “Your Task” i.e. the form that the task owner will fill in. NOTE: at this point, your custom task has no questions, as you haven’t set them up yet.
5. If you hover over the form, it will reveal the option to add another section to the form:
6. If you hover over the form ‘section’ (i.e. where it says ‘Custom Session Task’ in the image below), it will reveal various action buttons which allow you to:
  1. Add questions,
  2. Edit the section name
  3. Delete the section
Now you’ve set up the task, see the Session Tasks page for details of how to: