Gig Central uses Date-Offset Task Automations to calculate and schedule event milestones automatically (e.g., flight check-ins, slide submissions) relative to your speaking dates.
This guide explains configuring task lists and managing date offsets.
1. Creating Automated Checklists
- Navigate to Settings > Workflow Automations.
- Click Create Automation Rule.
- Add tasks and set their scheduling parameters relative to the event date:
- Book Flights: 30 days before the event.
- Send Slide Deck: 14 days before the event.
- Submit Final Invoice: 1 day after the event.
2. Managing Dynamic Task Offsets
When you book a gig:
- The system evaluates the event date from the Kanban CRM.
- It calculates offsets and populates your checklist.
- If the event date shifts, tasks recalculate automatically.
3. How It Works (Behind the Scenes)
- Scheduling Math: Automation workers calculate task dates (e.g.,
event_date - 14 days). - Dashboard Sync: Tasks display on your active gig card and inside the Client Operations Portal as milestone reminders.
4. Common Workflow Automations
- Travel Prep: Set tasks for booking hotels and flights 45 days in advance.
- Deliverables: Remind yourself to send AV requirements to the event planner 30 days before the keynote.
- Follow-ups: Schedule a task to request testimonials and ratings 2 days after the presentation.