EventR Team Guide: Difference between revisions

Latest revision as of 08:02, 7 July 2026

EventR Team is where it all starts!

The app can be downloaded for Apple iOS or Android for free, and is a fully featured team collaboration tool.

We recommend and support the latest OS, currently iOS 26 and Android 16, though the app supports older versions.

EventR Team has many different ways into it. Largely they follow the "join a team" or "create new team" flows. Once a team is created, the person that originally created it is given the Owner role. There can only be one owner, though support can change this. You can only be owner of one team, however you can be a member of many teams.

A "Team" is made up of:

Users
Itineraries and associated data
Chat (premium)
Cost models (premium)

Each team is a separate privately encrypted database that holds all the team information.

Once the sign up flow is complete, you will be given the option to create your first Itinerary.

If you do that, you will then be asked for the Itinerary details. An Itinerary is a collection of activities and users needed to do an event.

EventR Team also supports a full Hotel Booker, offering convenient and competitively priced accommodation for your team.

Creating an Itinerary in EventR Team

Editing an Expense

App Screens

Home

The home screen covers most of the basic features of the app. At the top there is the current itinerary name, and the Team Name above it. The dates the Itinerary runs between are shown underneath, along with any tag colours assigned.

In the top left there is a button to select different itineraries (swiping this area will also swap itineraries). Below this there is a banknote button to open the Expense screen (Requires EventR Plus plan and up). The top right hand clock icon allows you to show all times in your local timezone - handy if you want to work out when something is happening where you are.

There are then 3 tabs:

Itinerary

This is a time ordered list showing you the next activity at the top (The image on the right shows a long stay parking for example). Each activity is shown as a card that shows the start times, along with other relevant information. Past activities can be shown by tapping on the text that appears at the bottom. Also Account -> Settings -> Home contains an option to show recently past activities - this will show the past activities in a greyed out state at the top. Some users find this useful if they just have start times set.

The pen icon in bottom right gives you the edit page.

In the itinerary there are little speech bubbles on the cards. These can be used to open a chat for that activity. The chat will be created with the people on the activity in question.

Summary

The Summary Screen begins with the General tab, containing general Event details - address, website, files attached to the itinerary, and the additional info field. This screen supports markdown, so you can make it look quite fancy!

The General tab also includes the calendar sync, and a real time clock in sync with your local time and the event local time. A hidden feature is you can tap on this and reveal a screen showing the time in every timezone in the itinerary - this can be handy if you're spread around the world.

After that you have a list of items by type. This includes untimed "stands" that can be used to convey more information.

Map

The Map defaults to showing every future activity with a known location (this will be the GPS location, or address set). There are small numbers in red circles for each activity, displaying the order in which the user will be doing them. As a default anything beyond 3 is faded out, so you can focus on what's next. This can be adjusted using the cog Settings icon. Left hand side full screens the map. Bottom left allows the user to share their location on the map to every other team member. This has various times allowing the user control how long they are shown. Finally, the final bottom right cycles through different views of the map.

Please note Activities can stack, tapping on them will show what is happening at that location. This also leads to discontinuities in the numbering, as various things through an itinerary can be happening on that spot.

Tapping on an address will take you out into Apple/Google Maps to that location. There is also a copy button to put the address on your clipboard.

Chat

EventR (premium and above) features a full channel based chat system. Channels are automatically created and populated with the people on any activity. You can send text messages, files, and photos to everyone in the group. Each Itinerary has its own separate chat channels, which are not reused. At the top you can search by name of the channel for messages. Most recent messages appear at the top - and are bold if unread.

The bottom right icon allows you to create a channel containing specific people. These groups persist across itineraries so can be used to collaborate on long running jobs, site wide communication or any manner of user groupings not directly covered by the automatically created channels.

Chats send notifications if enabled to all users in them, so are a good way to explain changes to the team.

Team Screen

The Team Screen shows you everything your team is doing. These are activities marked with "team" and "public" visibility ("private" are not shown unless the user is actually assigned the activity).

The default activity categories are all grouped together, but if you assign a "category tag" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).

There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the booking section. This allows users in the same team to see which users are staying at a hotel, but won't show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.

The team screen is searchable, and will filter based on what you type in the search box. Sub screens will show lists of activities in that section, and can be further searched.

Team members on the itinerary are also shown and their personal schedule can be seen - following the team/public/private visibility rules.

If using the Enterprise Coordinator Hub, only items marked as "confirmed" appear on this screen, not pending or cancelled items.

With sufficient access (available by default) the bottom right green icon takes you to the add team member screen.

Under the Team Members drop down, you can also view each members itinerary by tapping on their name and going to their corresponding Team Members page.

Account Screen

The Account Screen manages User details and preferences. It allows you to log out, swap teams, view all itineraries you're a part of, view access requests to teams you administrate, and change settings, like notification options and more.

You can also request account deletion here.

@@ Line 1: / Line 1: @@
-EventR Team is where it all starts!
+=== EventR Team is where it all starts! ===
 The app can be downloaded for [https://l.softpauer.com/ios Apple iOS] or [https://l.softpauer.com/android Android] for free, and is a fully featured team collaboration tool.
 We recommend and support the latest OS, currently iOS 26 and Android 16, though the app supports older versions.
-EventR Team has many different ways into it. Largely they follow the "[[join a team]]" or "[[create new team]]" flows. Once a team is created, the person that originally created it is given the [[Roles and Access|Owner]] role. There can only be one owner, though support can change this. You can only be owner of one team, however you can be a [[How to swap teams|member of many]].
+EventR Team has many different ways into it. Largely they follow the "[[How to add a user to EventR|join a team]]" or "[[create new team]]" flows. Once a team is created, the person that originally created it is given the [[Roles and access|Owner]] role. There can only be one owner, though support can change this. You can only be owner of one team, however you can be a [[How to swap teams|member of many teams]].
 A "Team" is made up of:
@@ Line 22: / Line 19: @@
 If you do that, you will then be asked for the Itinerary details. An Itinerary is a collection of activities and users needed to do an event.
-[[Creating an Itinerary]]
+EventR Team also supports a full [[Hotel Booker]], offering convenient and competitively priced accommodation for your team.
+[[Creating an Itinerary in EventR Team]]
+[[Editing an Expense]]
+== App Screens ==
+=== Home ===
+[[File:Home screen.png|thumb]]The home screen covers most of the basic features of the app. At the top there is the current [[Itineraries|itinerary]] name, and the Team Name above it. The dates the Itinerary runs between are shown underneath, along with any tag colours assigned.
+In the top left there is a button to select different itineraries (swiping this area will also swap itineraries). Below this there is a banknote button to open the [[EventR Expense Guide|Expense]] screen (Requires EventR Plus plan and up). The top right hand clock icon allows you to show all times in your local timezone - handy if you want to work out when something is happening where you are.
+There are then 3 tabs:
+=== Itinerary ===
+This is a time ordered list showing you the next activity at the top (The image on the right shows a long stay parking for example). Each activity is shown as a [[Activity Card|card]] that shows the start times, along with other relevant information. Past activities can be shown by tapping on the text that appears at the bottom. Also [[Account]] -> [[EventR Team Settings|Settings]] -> [[Settings Home Page Options|Home]] contains an option to show recently past activities - this will show the past activities in a greyed out state at the top. Some users find this useful if they just have start times set.
+The pen icon in bottom right gives you the [[Activity Edit page in App|edit page]].
+In the itinerary there are little speech bubbles on the cards. These can be used to open a chat for that activity. The chat will be created with the people on the activity in question.
+=== Summary ===
+The Summary Screen begins with the General tab, containing general Event details - address, website, files attached to the itinerary, and the additional info field. This screen supports [https://markdownguide.org/ markdown], so you can make it look quite fancy!
+The General tab also includes the [[calendar sync]], and a real time clock in sync with your local time and the event local time. A hidden feature is you can tap on this and reveal a screen showing the time in every timezone in the itinerary - this can be handy if you're spread around the world.
+After that you have a list of items by type. This includes untimed "[[stands]]" that can be used to convey more information.
+=== Map ===
+The Map defaults to showing every future activity with a known location (this will be the GPS location, or address set). There are small numbers in red circles for each activity, displaying the order in which the user will be doing them. As a default anything beyond 3 is faded out, so you can focus on what's next. This can be adjusted using the cog Settings icon. Left hand side full screens the map. Bottom left allows the user to share their location on the map to every other team member. This has various times allowing the user control how long they are shown. Finally, the final bottom right cycles through different views of the map.
+Please note Activities can stack, tapping on them will show what is happening at that location. This also leads to discontinuities in the numbering, as various things through an itinerary can be happening on that spot.
+Tapping on an address will take you out into Apple/Google Maps to that location. There is also a copy button to put the address on your clipboard.<div style="clear: both"></div>
+== Chat ==
+[[File:Chat Screen.png|thumb]]
+EventR (premium and above) features a full channel based chat system. Channels are automatically created and populated with the people on any activity. You can send text messages, files, and photos to everyone in the group. Each [[Itineraries|Itinerary]] has its own separate chat channels, which are not reused. At the top you can search by name of the channel for messages. Most recent messages appear at the top - and are bold if unread.
+The bottom right icon allows you to create a channel containing specific people. These groups persist across itineraries so can be used to collaborate on long running jobs, site wide communication or any manner of user groupings not directly covered by the automatically created channels.
+Chats send notifications if enabled to all users in them, so are a good way to explain changes to the team.
+<div style="clear: both"></div>
+== Team Screen ==
+[[File:Team Screen.png|thumb|Team Screen in EventR Team]]
+The Team Screen shows you everything your team is doing. These are activities marked with "[[Activity visibility levels|team]]" and "public" visibility ("private" are not shown unless the user is actually assigned the activity).
+The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).
+There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input|booking section]]. This allows users in the same team to see which users are staying at a hotel, but won't show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.
+The team screen is searchable, and will filter based on what you type in the search box. Sub screens will show lists of activities in that section, and can be further searched.
+Team members on the itinerary are also shown and their personal schedule can be seen - following the team/public/private visibility rules.
+If using the Enterprise Coordinator Hub, only items marked as "[[Booking statuses|confirmed]]" appear on this screen, not pending or cancelled items.
+With sufficient access (available by default) the bottom right green icon takes you to the [[Joining a Team Guide|add team member screen]].
+Under the Team Members drop down, you can also view each members itinerary by tapping on their name and going to their corresponding [[Team Members page]].
+<div style="clear: both"></div>
+== Account Screen ==
+[[File:Account Screen.png|thumb]]
+The Account Screen manages User details and preferences. It allows you to log out, swap teams, view all itineraries you're a part of, view access requests to teams you administrate, and change settings, like notification options and more.
+You can also request account deletion here.
 [[Category:EventR Team]] [[Category:Getting Started]]