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Jobs & Tasks: Job Details

Defining your Jobs and breaking down the Details

Jobs help you assign roles, shifts, or responsibilities to specific registrant types, such as volunteers. Each Job can include assignments, tasks, and a defined schedule.

Customization Tip:

  • To better align the "My Jobs" feature with your event's workflow, you can now customize the name of the Event Portal > "My Jobs" page (e.g., "Assignments", "Meetings", or "Roles").

  • This custom label appears consistently throughout the Event Portal, emails, and navigation elements, enhancing clarity and personalization.

  • To rename the "My Jobs" section, navigate to Event Setup > Pages tab and update the Page Label for the built-in “My Jobs” page.

Configuring A Job

How to configure a job in ClearEvent

When creating or editing a Job, configure the following:

  • Registrant Type: Select the type of registrant that can be assigned to the Job. Each Job supports one registrant type. This setting cannot be changed after the Job is created.

  • Job Name: Enter a clear, descriptive name.

  • Job Starts/Ends: Set the start and end date and time so assigned registrants know when they are needed.

  • Target/Capacity: Set the Target number of registrants you would like to assign and the Capacity, which determines the maximum number that can be assigned.

  • Show Assignments: Choose whether registrants assigned to this Job can see the other assigned registrants on the Event Portal > Job Details page > Assignments area.

    • This is turned on for new Jobs; turn it off if the list of assigned registrants should stay private.

    • When enabled, assignee names are always shown on this list. Whether team members can also see each other's email and phone numbers is each registrant's own choice, and can be allowed or prevented for the whole event on the Job Settings tab. See Jobs: Job Settings & Contact Sharing.

  • Assignments: Use the Assignments tab to assign one or more registrants to the Job.

  • Tasks: Use the Tasks tab to add specific tasks or responsibilities.

Scheduling Jobs

For longer events, consider creating separate Jobs for individual shifts instead of one Job spanning the entire event.

For example, instead of creating a single Gate Security Job for a three-day event, create:

  • Gate Security - Friday

  • Gate Security - Saturday

  • Gate Security - Sunday

Give each Job its own start and end time, then assign registrants to the appropriate shifts. Registrants can be assigned to multiple Jobs as needed.

💡TIP: Align your registration form availability periods with your Job schedule. This can make it easier to assign the right registrants to each role or shift.

Customizing The Jobs Label

You can rename the "My Jobs" feature to better match your event terminology, such as "Assignments", "Meetings", or "Roles". The custom label is used throughout the Event Portal, emails, and navigation.

To do this:

  1. Go to the Event Manager App > Event Setup section > Pages tab

  2. Update the Page Label for the My Jobs page

  3. Click Save

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