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1. Event types

When adding an event, you choose its type: For each event, you set fields such as: title, description, dates, duration, location, online link, capacity, and linked files.

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2. Statuses

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3. Tasks vs. events

Tasks are to-do items within an event. Only events appear on the project calendar and timeline — tasks do not.
Use tasks for the smaller to-dos inside an event (e.g. “send reminder email”, “book the room”) so the project timeline itself stays focused on the milestones that matter.

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4. Linking surveys

For an event of type Survey, you create a new survey or link an existing one. This lets you correlate surveys directly with the milestones on the project timeline — see the Creating a Survey guide.
  1. Add events for each milestone (survey, workshop, action) and give them a status.
  2. Link surveys to the relevant events so you see the engagement and the measurement moments together.
  3. Use tasks for the smaller to-dos within an event — they keep the timeline clean.