Overview of the Event List

Audience: Event Manager

Introduction

Once an event is created, the record can be found on the event list page within SCORE Engage. This article will walk you through options to sort events, functions that can be performed within the event list page, and alternate views available.

Note: To view the full list of notifications for the Event Journey, click here. (You must be signed into your @scorevolunteer.org account.)

Table of Contents:

• Sorting the Event List
• Functions Available on the Event List Page
• Alternate Views in Event List
• Create a Custom List View

Sorting the Event List

1.  From the Home Page, select Events.

2.  You can select to view different filters of events by clicking on the down arrow  next the event list title.

3. Then select the list view you would like to see.
      

4. The event list can be sorted by any of the column headings in ascending or descending order. Simply click on the column header to sort. It will sort the values in ascending order. Click the column heading a second time have it sort in descending order.

Functions Available on the Event List Page

1.   There are two areas you can perform actions on the event list. The first area is the top menu event list.

2. You can also edit an event directly from the event list by clicking the down arrow next to the event you would like to edit.

Alternate Views in Event List

1. From the Home Page, select Events.

2. This will bring you to the event list. The default view of the event list is in the Table view.

3. Click on the Display button and choose Kanban to view the events within a Kanban Board.

4. The Kanban view allows you to view all events within their assigned status. You can drag events from one status to another by clicking on the event card and dragging it to the column with the status you would like assigned.

5. You can also click on the down arrow on an event card and select Edit to edit event information or select Change Owner to change the Event Manager.

How to Create a Custom List View

1) From an existing list view e.g. SCORE Events for My Chapters, click and select Clone from the drop-down.

2) Enter a List Name in the field provided and click Save.

3) After clicking Save, the Filter option opens. Add/remove filters from the right panel.

4a) To Add a Filter, select Add Filter. This will open a window on the left. Select the Field to filter, assign an Operator, and enter a Value. Click Done and the filter will not be added to your list view.

4b) To remove a filter, click the button on the top right of the filter. You also have an option to Remove All filters.

5) When done adding/removing filters, you can now click Save to save the changes and create your new list according to your filters. Note: After saving, the Filter panel remains open. You can close this by clicking the on the top right of the panel.

• Creating an Event
• Modifying an Event
• Canceling an Event
• Understanding Post Event Processing
• FAQs