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Creating Events (for Events Creators and Managers)

 

Assigning Creators

If you are an Events Manager, you can assign and manage Events Creators using Creator Groups as follows:

  1. Click on EVENTS in the Main Navigation
  2. Then go to the Action Bar and click the Gear icon on the far right
  3. Select “EVENTS Admins”
  4. Go to the column on the left and under Creator Groups click on a group (or create a new one using the Edit link) and then go to the Members heading and click Edit to add people as Creators to that group.

NOTE—As this process uses the List Selector, you can also assign Teams, Locations, and Org Units as Creators. 

 

To create an Event:

Managers and Creators can create an Event as follows:

1. Go to the Main Navigation and click EVENTS

2. Once there, click “Add New Event” from the Action Bar

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3. On the New Event form, fill in the following details of your event:

      • Title
      • Location
      • When (One-time or Repeat Event)
      • Description 
      • Header Images (upload images - optional)
      • Attach files (upload documents - optional)
      • Embed videos (from LIBRARY - optional, see how here)

events01c.png


4. Next, set your preferences for the Commenting, RSVP, Publish date, and Visible to features of your announcement

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5. For your invite list, you can choose to invite everyone or create a custom list. If you choose to create a custom list, you will be able to manually add invitees individually or add them as groups by filtering by Locations, Teams, Employee Types or Org Units

events06b.png


6. Below the invite list, check off the types of notifications you want enabled for the event

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7. After you have filled in all the Event information, go back to the action bar. Here you can opt to preview, publish, save or archive your Event. If you are ready to send it out, select Publish to immediately post your Event to the main Events view of everyone who is invited.

events02.png

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6 Comments

  • 0
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    Marie-Eve Demers

    It is possible to create an event which repeats annually. We tried with every 12 months but that does not work.

     

    Edited by Marie-Eve Demers
  • 0
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    Jostle Training

    Hi Marie-Eve. With Repeat Events, you can only schedule them up to one year from the initial Event date (so you can only create an annual event that repeats once).

    For example, if you select "Repeat: Monthly" and "Every: 12 months" and then entered "First instance: Aug. 30, 2018" then the "End after" field would automatically populate with "Aug. 30, 2019".

  • 0
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    Jessica Sproat

    How does a Manager delete/remove an event they posted? 

  • 0
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    Jostle Training

    Hi Jessica,

    To remove an upcoming Event:

    1. Go to EVENTS and in the Action Bar, click "Manage"

    2. From the Manage menu, select "Future" 

    3. Find the Event you want to remove and click the checkbox to its far left.

    4. Then go up to the Action Bar and click "Archive"

    This will remove the Event notice and it will no longer appear on the calendars of those who were invited.

  • 0
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    Sophie Hunt

    Hi, 

    How do you set up an event to be for information only rather than invite people... I'm thinking bank holidays here...

  • 0
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    Jostle Training

    Hi Sophie,

    To create an Event notice for a holiday, you do it almost the same as you would a normal Event notice, but switch the RSVP option to "No". This will remove the Going/Maybe/Can't Go buttons and the RSVP totals, making it just a notice announcing everyone's "invited" to participate in the holiday, instead of an invitation that has to be replied to.

    For the rest, just title the Event the same name as the holiday, leave the Location blank (or enter something like "Not at the office") and for the Description, just put "Holiday" or "Enjoy your day off".

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