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:

• Full Conference Playbook — End-to-end task list from initial planning through post-show follow-up. Ideal for teams running the full conference lifecycle.

• Pre-Show Preparation — Everything you need before the conference doors open; logistics, materials, goals, and team alignment.

• Speaking Engagement — For team members presenting a talk or panel. Covers talk prep, slide design, networking, and post-talk follow-up.

Creating Custom Templates

1. Go to Settings → Workspace → Task Templates

2. Click New 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