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Events

Customers want to be able to organize events for the company from within the Workspace, without having to rely on external sources to manage attendance or manually send invites.

Updated over a month ago

Business case

Customers want to be able to organize events for the company from within the Workspace, without having to rely on external sources to manage attendance or manually send invites. These events should be easy and user-friendly to organize.

Though Announcements could be used to announce an event, it doesn’t provide options to manage attendance, and event organizers had to manually send invites for the event. Knowledge articles on the other hand are designed for sharing static information, whereas events are a type of dynamic information.

Neither of The Hub’s existing features offered a full-fledged solution to organize events. Therefore we expanded The Hub with Events, an easy and user-friendly way to organize events for the company from within the Workspace, with a direct integration to users’ calendars.


About Events

It's possible to organise events from the Hub. You can indicate whether it is an online, physical or hybrid event, but also whether it is a paid or free event, display the number of available spots, manage attendees, and much more. Events could be used for e.g. webinars, training sessions, your annual staff outing, an online workshop, etc. Users can add the event to their Outlook calendar (and also remove it) and show their attendance.

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Assign permissions and roles

A Workspace 365 admin can assign permissions to one person, a department or more groups, or everyone.

Group management

For example, you want the group department Communication to be allowed to create new categories and events.

This is set in Workspace management settings - 'Group management'- choose the group - edit - permissions. The permission is 'Create and manage all events, categories and groups' - 'Allow'.

You can also give everyone rights for this in Default permissions, but we do not recommend to do this.

'Category editor' or 'Category owner' in a category

If you want to limit the level of permissions, you can make only the Communication Manager, or the whole department, a 'Category editor' or 'Category owner' who is then allowed to edit information within a specific category.

Be cautious about who you allow to create events, because giving too many people control might lead to a notification overload.

For a more detailed explanation about permissions, please read the article: understand and manage user permissions.


Create events

You’ll notice that the process of creating a new event is very user-friendly with an intuitive design that simplifies the creation process. If you have sufficient permissions, easily follow the steps to create an event.

When creating the content of your event, a title is required. Then you use basic elements for the cover image. Click on the plus icon to add an image, video, or embed code for a form, and lines. You can also choose a 'Grid' to define the amount of columns, a big left or right column, and so on.


Create and manage templates

When you create a new event, you will be prompted to select a template. By default, you start a 'Blank event'.

You can click 'New template' to create a new template. Selecting a template will show a preview on the right side of the window.

Templates can be managed from the Manage Hub items screen. From here, you can manage your templates: create new ones, edit, duplicate, rename or delete existing templates. Users can be granted permissions to manage templates.


Manage and update events

Events can be updated very easily: go to the event and click on the pencil icon in the upper right corner, this brings you to the composer of the message.

You can do more with existing events from the Manage the Hub page, accessible via the Manage button in The Hub. Select the announcement to tick the box and choose an action:

  • ‘Edit’: continue working on your draft event or update a published or planned item.

  • ‘Delete’: Events can only be deleted from here. Select and delete the announcement permanent.

  • ‘Archive’: move old events to the archive. Only admins can see archived items.

  • ‘Duplicate’: save time and avoid doing the same work twice by easily creating a new event based on an existing one. This has more features than a template, so very handy for recurring events.

  • 'Save as template': save time by turning an event into a reusable template. This stores the essential elements of the item for future use, like a categorial event.

Only planned or published events can be edited and updated.

You can filter events by these types of status:

  • Planned: Define a start-/end date for the event and schedule the event weeks, or even months, in advance.

  • Published: The event has been published. You can however still edit and update the event details.

  • Draft: An event has been saved as a draft to work on later.

  • Archived: After the events ends, the event will be archived. Archived events are presented in read-only mode and cannot be edited. If a pinned event is archived, it is automatically unpinned.


The Hub Events live tile

The Hub live tile offers different layouts and default views. You can choose to add the live tile more than once to Workspace. We mention some general best practices for the Hub live tile in the article: About the Hub.

Adding an Events live tile

  • Go to the App Store and choose + 'Add tiles to workspace'.

  • Or click Edit in a Shared/Personal space and click + 'Add tiles' in the upper left corner.

  • If you cannot add tiles, ask your admin to do so.

  • Search for the Hub and select it, add it to your Workspace, either to a new or existing group.

When the Hub live tile is added to your Workspace, and you're in 'Edit mode', you can right-click the app or use the three dots to edit the desired app settings.

  • Choose the pencil 'Edit tile'.

  • You can change the icon, color, size, and the app name.

  • Choose 'Item type': 'Events'

  • Layout: choose your announcements to be presented in a List, Tiles, Carousel or Spotlight view.

  • Default view you choose either:

    • 'All events' shown

    • A specific Category being shown in the tile

    • Or even multiple, by choosing: Custom. Tick Categories in custom view.

Be aware users can still choose another category in their live tile to be shown, although the default is always set back to the settings the admin made by refreshing the page. As a user, simply click on the header of the live tile.

Though, you can also choose to 'Hide tile header', then you lock the chosen category.


Best practices

See also our overall Hub-article for general best practices.

Create multiple events in advance

If you already know that events are going to take place (perhaps recurring events - use 'duplicate' f.e.), you can create these events in advance. When someone signs up for the event as attendee, the event is immediately visible in their own Outlook calendar. Attendees will receive a reminder 24 hours prior to the event.

Update or change events

Don't worry if the event details may change in the meantime. You can easily edit the event from the Hub. These changes will be updated automatically in Outlook calendars of the attendees. It is optional to send an activity about these changes through the Activity Feed and notify the attendees of the event.

Notify your users prior to the event (show pop-up)

When the event has been created, you can choose to show a pop-up directly to the users to inform them. This pop-up is based on the 'Publication start' date. So it doesn't matter if you created the event months ago, you can schedule the pop-up to inform the users, for example, two weeks prior to the event.

Attendance

Allow users to attend the event. If users are allowed to attend the event, they can attend by clicking the 'Attend' button on the event page. Attendees receive notifications about event changes and reminders. Available spots will count the attendees in 'Spots taken' in the event:

Tags

Add tags to your events. Tags help to identify what events are about, so users can find the right information faster via the Global Search.


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