Configuring Event Attributes

Before your team can fill in an event's profile, an org admin defines the attributes and event types that give that profile its shape. Attributes determine what information can be captured. Event types determine which attributes apply to each kind of event and how they are grouped.

Both are configured in organization settings, on the Events tab. The page holds two sections, Types and Attributes, and the type editor where you build out each type.

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Creating Attributes

Attributes are the typed fields that capture information about an event. They are defined at the organization level, independent of any single type, and then assigned to whichever types they apply to.

Open the Attributes section and select Add attribute. Each attribute gets a name and a field type. The available field types are:

• Text: single-line text input
• Rich Text: formatted text with basic styling
• Number: numeric values
• Date: a date without a time component
• DateTime: a date with a time component
• Checkbox: a true or false toggle
• Link: a URL
• Select: a single choice from a list of options you define
• Multi Select: multiple choices from a defined list
• File: a single file upload
• Multi File: multiple file uploads

For Select and Multi Select attributes, you define the available options, each with its own color, when you create the attribute.

The field type is fixed once an attribute is created. You can rename an attribute at any time, but its type cannot change, because existing values across every event depend on it.

When you no longer need an attribute, select Delete. If any event has a value for it, the attribute is archived instead of deleted, which hides it from new types while keeping existing values intact. Use the Show archived toggle to see archived attributes, and Restore to bring one back. Select options follow the same rule: an option in use is archived rather than removed, and can be restored later.

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Creating Event Types

An event type is a kind of event your organization runs, such as Concert, Corporate, or Festival. Every event is assigned exactly one type, and that type decides which attributes the event captures.

Open the Types section and select Add type. Give the type a name, and optionally choose an icon and a color so it is easy to recognize when producers pick it. A new type starts with one empty section so the editor is never blank.

When a type is no longer needed, select Delete. If any events use the type, it is archived rather than deleted, and any tracking tasks it created are removed. Archived types appear under Show archived and can be restored.

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Building a Type's Sections

Click a type in the Types section to open its editor. Inside the editor you build the type's sections and assign attributes into them.

A section is a named group, like "General Info," "Trucking," or "Labor," that organizes related attributes together. Sections are the reason an event's profile reads as an organized set of groups rather than one long list.

Select Add section to create a new one, then type its name. Drag a section by its handle to reorder it. The order you set here is the order producers see when they open the event's profile.

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Assigning Attributes to a Section

Inside a section, select Add attribute to assign an attribute into it. The picker searches your organization's attribute library, so you can reuse any attribute you have already defined. If the attribute you need does not exist yet, choose Create new attribute to author it without leaving the editor, and it lands directly in the section.

Each assigned attribute carries three flags that control how it behaves on events of this type:

• Required: the attribute must be filled in. Required-but-empty fields are flagged on the event profile and count toward its completion indicator.
• Task-tracked: an unanswered attribute becomes a task in project management, the same way advancing turns gaps into tasks. Filling the value advances the task.
• Review: a filled value must be approved before it is considered done. Review is only available when Task-tracked is on, since there is no task to review otherwise.

Drag an assignment by its handle to reorder it within a section, or use Move to section to relocate it to a different section. Moving an assignment keeps its flags. The same attribute can be assigned to more than one type, so a "Load-In Date" defined once can appear on every type that needs it.

Every change in the editor saves on its own as you make it, so there is no separate save step. Removing a section or an assignment that has task-tracked attributes asks you to confirm first, because it deletes the related tracking tasks across every event of that type.

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Recommended Setup Sequence

The editor does not enforce an order, but starting with attributes makes the workflow smoother. Once your attributes exist, you can assign them into each type's sections as you go.

With your types and attributes in place, your team can assign a type to an event and start filling in its profile.