The Event Profile
How to set an event's type and fill in its attribute profile on the event dashboard.
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 and fields 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.
Setting an Event's Type
There are two moments where you set or change an event's type.
The first is at event creation. The create-event dialog includes an Event type field directly after the name. Choosing a type means the event is born with its profile in place and its required fields visible from the start. Picking a type is consequential, so the picker previews what each type contains, showing its section and field counts, before you commit. You can also skip it and create the event untyped.
The second is in event settings. Open the event's General settings to set a type later or change the one already assigned.
Open event settings
Select the event name in the top-left corner, then choose Event Settings.
Set the event type
On the General tab, use the Event type picker to choose a type.
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 type is set at creation or in event settings, not on the dashboard. The dashboard profile is for filling in values, not for choosing the type.
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 expand to reveal its fields, and its header shows how many of its tracked fields are complete, such as 2/5. The profile header shows overall progress across the event's required and task-tracked fields, so you can see at a glance how much is still outstanding.
To fill in a value, expand a section and 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.
Required fields that are still empty are flagged, so the data the event needs most is easy to spot. Fields whose attribute is task-tracked show their status inline, and reviewers can approve a value right from the profile. 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.