Slide Collection Task :: Lineup Ninja Documentation

How can I use the Slide Collection Task to gather slides and/or handouts for a session?

Here’s a step-by-step guide to creating and configuring the Slide Collection Task:

Go to your event, and then: Agenda Planning / Sessions / Session Tasks.
Click the “Create Slide Collection Task” button:
Accept or edit the task name, and optionally, provide a deadline for the task:
Choose which types of files you want to gather:

Tip

If you want to gather both Slides AND Handouts, you can collect them both via one task, or create separate tasks for each.
1. If you choose ‘Slides Only’ or ‘Slides and Handouts’, you will be asked if you want Task Owners to be able to upload additional supporting files to be embedded in the slides, such as fonts and video files:
  
  If you choose ‘Yes’ it will add another question to the form to capture these files.
Next you will be asked if you want to review the Slides/handouts before attaching them to the Session:

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 on the agenda. Instead, you will be able to manually attach the files to the sessions when you’ve reviewed them and are happy with them.

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 files will be attached to the sessions automatically and immediately.

Warning

If you answer ‘No’ to this question, you are allowing Task Owners to directly attach files to Sessions on the agenda - i.e. that may be published to the show website, mobile app, signage etc.

If you are publishing attached files with your agenda - and especially if you have ’Scheduled Publishing’ enabled on any of your publications (website, mobile app etc) - it is possible that their files will be automatically published without any editorial review.
If you choose ‘Yes, I want to run a review process…’ to the question in step 5, you will see this question:

This allows you to choose whether to add another Stage to your Slide Collection Task to capture a final version of the slides - 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.

Tip

This can be useful if you want task owners to provide a draft version of their slides/handouts early in your process so you can review them and - if necessary - give feedback on them, and then collect a final version of the slides/handouts closer to the show.
How do you want the form to behave when Task Owners submit their details?

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 Slide Collection 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 sessions need this task to be performed.
  
  Tip
  
  This is useful if you have different types of sessions, and some will have slides and other won’t.
  
  For example, let’s say you have three types of sessions:
  - Presentations sessions
  - Panel sessions
  - Fireside chat sessions
  
  …and you will only need to collect slides for Presentation sessions.
  
  You can do this by:
  1. Creating [labels](/event/labels/ “Labels”) for the sessions called:
  - Presentation session
  - Panel session
  - Fireside chat session
  
  2. Assigning those labels to the relevant sessions.
  
  3. When you create the Slide Collection task you can choose “Presentation sessions” in the field: “Labels: Only include sessions with at least one of these labels”.
  
  4. Then when you assign the task, it will only create this task for sessions with the ‘Presentation session’ label.
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 Slide Collection Task 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 that the form has the questions that correspond to the choices you made in Step 4, above - “What Content Are You Requesting for the Session”:
5. If you hover over the form, it will reveal the option to add another form section:
6. If you hover over the form ‘section’ (i.e. where it says ‘Slides’), it will reveal various action buttons which allow you to:
  1. Add questions,
  2. Edit the section name
  3. Delete the section
    
    NOTE: Session Tasks’ forms can have as many sections as you like
7. If you hover over a question, it will reveal which field the question is mapped to, as well as the question edit button and drag handle which allows you to reposition the question within the form section.
Now you’ve set up the task, see the Session Tasks page for details of how to: