How do staff complete assigned event planning cards?

Short answer

Assigned staff open an event from their portal, review the Planning tab, and complete the cards they are allowed to edit using the same blur-save workflow as the admin experience.

Learn moreHow do hosts and guests use the planning portal?How do I assign staff to an event?

Opening the event

  • Staff should use their assigned events list to open the correct event.
  • Event cards should show the event title, date, time, and location in a simple card layout.
Learn moreHow do hosts and guests use the planning portal?How do I assign staff to an event?

Editing cards

  • Staff can edit cards and fields that their role is allowed to edit.
  • Notes should live at the bottom of the card when notes are enabled.
  • Song search and manual song entry should live inside the card when songs are enabled.
Learn moreHow do hosts and guests use the planning portal?

Mobile behavior

  • On smaller screens, tapping a card should open a focused card view with a clear back control.
  • The page should not scroll behind the card view while the card is open.

Related articles

How do hosts and guests use the planning portal?Learn moreHow do I assign staff to an event?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.