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Complete speaker profiles and tasks on the portal

See how speakers complete their profile and tasks, and how coordinators manage their team's tasks.

Written by Zack Schwartz

This article shows the Speaker Manager from a participant's point of view. Share it with your speakers, or use it to preview the experience before you open your program.

Complete the speaker profile

If a participant hasn't finished their speaker profile, a warning appears on their tasks page with a link to complete it.

The portal warning that reads Your Participant profile is incomplete with a link to fill it out

Participants can also click My Tasks in the left navigation at any time. They'll see every program they're a participant in, along with the number of tasks they have.

The My Tasks page listing programs with Edit Profile and View Tasks links

Clicking Edit Profile opens the profile form. The participant's site-wide user profile fields appear first, followed by the speaker profile fields for this program. The participant completes the form and clicks Submit.

The speaker profile form on the portal with Profile Picture upload and Terms and Conditions checkbox

Complete tasks

From My Tasks, clicking View Tasks next to a program lists every task assigned to the participant, with its open date, due date, and status.

The participant's task list showing the Conflict of Interest Form as Incomplete

Clicking Open displays the task form. When the participant is done, they click Save and Return to List, or Save and Go to Next Task to keep going.

The Conflict of Interest Form task on the portal with save buttons

The task's status changes to Complete.

The participant's task list showing the Conflict of Interest Form as Complete

Manage a team's tasks

If you gave applicants and primary session chairs permission to view or edit their team's tasks (see Enable the Speaker Manager for your program), they'll also see My Team Tasks in the left navigation. This page lists everyone attached to their submissions and sessions and how many tasks each person has completed. Clicking Select next to a person shows that person's tasks.

The My Team Tasks page listing team members with their task counts

Next Steps

Monitor participant and task progress from the admin panel. See Track speakers and tasks as an administrator.

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