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Exhibitor Checklists

Checklists guide exhibitors through required preparation steps such as submitting compliance documents, uploading logos, or confirming booth requirements.

An exhibitor’s Tasks page with the Checklists view selected.
Checklist assignments and completion details appear in this view when the event team has assigned checklists.

Viewing Checklists​

Where to Find It

Me > Exhibitors > [Your company] > Tasks > Checklists

Open Tasks and switch to the Checklists view to review assigned preparation steps and completion progress.

Each checklist shows:

FieldDescription
Checklist nameName of the applied checklist.
CompletionItems completed vs. total, with percentage bar.
Applied atWhen the checklist was assigned.

Checklist Items​

Items are displayed in order and fall into two categories:

Before You Start

Check deadlines before completing items out of order. Documents or forms with organiser review usually need more lead time than simple acknowledgements.

Task Items​

Tasks have a status indicator such as Not Started, In Progress, Pending Approval, Approved, or Rejected. Complete tasks from the checklist or the Tasks tab.

Some tasks link to forms. Click the form icon to open and submit the associated form.

Content Items​

Content items link to knowledge base articles. If the item requires acknowledgement, read and acknowledge the article. See Exhibitor Content for details.

Completion Tracking​

Checklist progress feeds into the dashboard completion percentages. All applicable checklists must be completed according to the event's requirements.

Connected Feature

Checklist task items can also appear in the List view of the same Tasks tab, where you can update assignment, complete the task, or open a linked form.

Part of these journeys

Journey pages need an operator sign-in to open.

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