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Create a song-planning To-Do

Bring song choices and planning questions together in a task assigned to your client.

Written by Naomi Sherman

Bring song choices and planning questions together in a task assigned to your client.

Steps

  1. Open the event To-Dos and add a song-planning/selection To-Do available with your account's song-planning feature.

  2. Enter a clear title, instructions and due date, then choose the assignees.

  3. Load a planning form where you need questions for specific event moments.

  4. Enable song selection and choose the supported source, categories and limits.

  5. Review any per-row song options, category-management permission and live-mode permission.

  6. Save, preview as the intended client, and review reminder timing separately.

One choice for a moment versus a category list

A form can request a song for a moment such as the first dance. A category list can collect several Must Play or Do Not Play requests. Use both only when each serves a clear purpose.

Visibility

Assignment, sharing and event access determine who can use the task. Do not assume every employee on the event can view or change every answer.

Related guidance

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