Task Templates

What Are Task Templates?

Task templates are reusable checklists that help you consistently prepare for conferences. Instead of creating tasks from scratch each time, apply a template to instantly populate your task board with a proven checklist.

Using Built-In Templates

Conference Hero includes several built-in templates to get you started:

• Standard Conference Prep — A comprehensive checklist covering pre-show, on-site, and post-show activities
• Trade Show Exhibitor — Focused on booth setup, signage, demos, and giveaways
• Speaker Preparation — For team members presenting at sessions

Creating Custom Templates

1. Go to Settings → Task Templates
2. Click Create Template
3. Add a name and description
4. Add items with title, day offset (relative to conference start/end), and assignee slot
5. Save your template

Day Offsets

Each template item has a day offset — a number relative to the conference start or end date. For example:

• -14 days from START — Two weeks before the conference
• 0 days from START — The first day of the conference
• +3 days from END — Three days after the conference ends

When you apply a template, Conference Hero automatically calculates the actual due dates based on your conference dates.

Related: Task Management & Kanban Board · Assigning & Tracking Tasks