For instructions on the upload process, visit our article on Uploading Organizers.
👷 Fix Organizers that 'Need Fixing'
Missing Emails
-
Locate the Yellow Banner
-
At the top of your dashboard, you may see a yellow banner stating:“You have [X] organizers with issues.”
-
Click on this banner to review the problematic organizers.
-
Add Missing Emails. For each organizer with missing information, add any email addresses you have.
-
Confirm Updates. Once you've added all emails, click the green check box to save your changes.
🔨 Create Projects
-
Select Organizers. Check the box next to the organizers you want to create projects for.
-
Click on Actions. Open the Actions dropdown menu.
-
Create Projects. Select Create Projects from the menu. The system will generate projects for the selected organizers.
Click on Projects
Once the organizers are complete, they will appear in your Projects view.
🌐 Active Projects
-
When you create a project from an organizer, it will show a Draft tag.
-
What this means: The project has been created but hasn't been sent to the client yet.
-
Next steps: Once you send the project, the system or your team will automatically remove the tag.
⚠️ Caution: Do not remove the Draft tag manually—keeping it ensures you know which projects are still pending delivery.
