The Event Profile

The event profile is where an event's defining data is filled in and read. It lives on the event dashboard, alongside your personal work for the event, so the data that describes the event sits next to the work you are doing on it. The profile shows the sections, attributes, and roles defined by the event's type, and your team fills in the values over time.

An event only has a profile once it has a type. Setting the type is what gives the event its sections and fields. An event without a type shows a short message in place of the profile, with a Set event type button that opens event settings.

Setting an Event's Type

There are three places to set or change an event's type.

The first is at event creation. The Basics step of the create-event wizard includes an Event type field directly after the name. Choosing a type means the event is born with its profile in place, and with the type's intake questions and base template, when it has them. Creating an event is covered in Creating an Event.

The second is in event settings. Open the event's General settings to set a type later or change the one already assigned.

The third is on the dashboard itself. The Event card above the profile shows the event's image, name, type, and location, and its Type field can be edited in place.

Archived types cannot be given to an event, so they do not appear in the type pickers.

Changing an event's type reshapes its profile to the new type's sections. Values you have already filled in are preserved. If a value belongs to an attribute that the new type does not include, it is kept and hidden, and it reappears if you switch back. The event's intake answers stay with the intake form it was created from; changing the type does not ask the new type's intake questions.

Filling in the Profile

Once an event has a type, its profile appears on the dashboard, organized into the sections its type defines. Each section is a card you can collapse or expand, and its header shows how many of its required and tracked items are complete, such as 2/5.

A section holds both attributes, the typed fields that describe the event, and roles, the named parts the event needs filled by a person, such as a production manager. They appear in the order your organization admins placed them on the type. To learn how the two differ, see Event Types.

To fill in an attribute, edit the field directly. Each field uses the control that matches its type: a text box, a date picker, a dropdown, a file upload, and so on. Values save automatically when you move off the field, so there is no save button. If you enter something invalid, like a malformed link, the field keeps what you typed, shows an error, and waits for you to correct it before saving.

To fill a role, select Assign and choose a crew member or a collaborator, depending on what the role is filled by. Some roles hold one person and others hold several. When your organization admins have limited who can fill a role or person attribute, its picker only offers those people.

Required items are marked with an asterisk, so the data the event needs most is easy to spot. Items that are task-tracked show their status inline, and reviewers can approve an attribute's value right from the profile. Each field also has a menu for changing how it is tracked on this event only. How that works is covered in Task-Tracked Attributes.

Viewing the profile requires read access to the event. Editing values requires write access. Without write access, the profile is shown as read-only, and empty optional fields are hidden rather than shown as blank inputs.