Event Outlines

Event Outlines allow you to build your event outlines (production notes, run sheets, event resumes, and so on) within Momentus Elite using a modern, block-based document editor. The editor gives you the ability to customize formatting and connect data on the event so you only need to maintain once source of truth: updates made on the event are synced to the outline. You can also create templates for outlines that you want to reuse, allowing you to create event outlines without starting from the beginning each time.

The Operations Hub is available as an add-on for Elite Premier users.

In this article:

• Create an Event Outline
• Share an Event Outline
• Duplicate an Event Outline
• Edit an Event Outline
  • Version Control
  • Data Block Refresh
• Block Details
  • Basic Blocks
  • Data Blocks

Create an Event Outline

To create an event outline:

1. Navigate to the event's Event Dashboard and click the arrow by Event Outlines. The Event Outlines page opens.
2. If you have not created an outline yet, a new outline displays. If you already have event outlines, click + Add New in the left sidebar. The new outline is named Untitled, has a status of Draft, and a single text block in the editor.
3. Click Untitled and rename the outline. 
4. Place your cursor where you would like to insert a block, then click a block in the right sidebar to add it.
   • If you have content in the current block, click the plus by a block to add a block below it.
   • If you don't have content in the current block, click the plus or type a forward slash / to choose a type of block to add.
   • Click the six dot menu by a block to access additional options, including moving the block up or down, duplicating the block, or deleting it.
   • Details about each type of block are below.
5. When you are finished editing:
   • If the outline is not complete yet, you can leave the page. Your work auto-saves, so nothing will be lost and it isn't necessary to click a Save button.
   • If the document is complete and ready to share, publish it. click the arrow in the status chip and select Publish. The outline will now be accessible to all users with View or Edit permission.

Share an Event Outline

Event Outline PDFs can be shared via a secure, shareable link, giving recipients access to the document without requiring them to have system access. Event Outlines can also be attached to Jobs. The link always references the latest published version of the document.

To share an Event Outline:

1. Publish the event outline. 
2. Click Share and select Enable shareable link. 

Now that the shareable link is enabled:

• Click Copy Link to share the PDF version of the document.
• The PDF version of the document is available in Jobs Management and can attached to jobs.

The link always references the latest published version of the Event Outline. If the outline is placed back into Draft status, the link will continue referencing the last published version. If a newer version is published while the link is active, the link will update to that newest published version.

When you toggle Enable shareable link off:

• The Copy Link button becomes disabled.
• People with the link will no longer be able to access the PDF document and will receive a message informing them it is no longer available.

If toggled back on later, the link will become active again to the latest published version of the document.

Event Outline Templates

You are able to create event outline templates. This allows you to create a template, for example, for various event types such as different sporting event types, an orchestra event versus a musical, and so on, that can be used across all events. See Event Outline Templates for more information.

If you want a similar event outline on the same event, you can duplicate an existing outline rather than start from the beginning. To duplicate an outline, open the outline in the editor. Click the three dot icon in the header and select Duplicate. 

Edit an Event Outline

To edit an event outline:

1. Go to the event's Event Dashboard and select the outline. 
   • If the outline is a draft, it will open in edit mode.
   • If the outline was published, it will open as a preview. In the right sidebar, click Edit to open the editor. A new version will be created. For more about version control, see below.
2. You can now add additional blocks or update the information in a block. See the block details below for block-specific information.
3. When you are finished editing:
   • If the outline is not complete yet, you can leave the page. Your work auto-saves, so nothing will be lost and it isn't necessary to click a Save button.
   • If the document is complete and ready to share, publish it. click the arrow in the status chip and select Publish. The outline will now be accessible to all users with View or Edit permission.

Version Control

If you edit an outline that was published, its status will revert to Draft and a new version will be created. Thus the originally published outline is version 1 and the new draft is version 2. To view prior versions, click the three dot menu in the header and select Version History. Here you can:

• View a previous version: Click the three dot menu by the version and select View Version.
• Restore a previous version: 
  1. Click Edit to open the editor. 
  2. Select the version in the Version History list and click Restore, or if you are viewing the version, click Restore this version. The contents of the latest version will be replaced with the contents of the version you restored.

Data Block Refresh

The data block refresh mechanism allows you to refresh the data in your data blocks, so that your document is in sync with any changes that have been made as you’re working on it. To refresh data, click the three dot menu in the outline header and select Sync Data.

Block Details

Basic Blocks

• Headings: Click the arrow on the right of the Heading chip and select the heading level. H1 is the largest. Headings allow you to create an outline in your document.
• Text field: Text fields allow you to add as much text as needed to your document. In the text block, click the six dot icon to access more options:
  • Convert to: Allows you to change from a free text block to a heading, bulleted list, numbered list, checklist, or quote.
  • Set the text alignment.
  • Set an anchor link
• Table: When you click the Table block, the Modify Table modal opens. Here you can build out your table and add table content. Click Save to add the table to your document. to edit the table once the block is added, hover over the table block and click Modify Table to reopen the modal.
• Image: When you click the Image block, the Insert Image modal opens. Here you can upload the image. While there are editing tools available, we recommend you edit the image prior to uploading. Recommended image size is 275px 185px. The image file cannot be larger than 2MB and must be in jpg, jpeg, png format. To edit or replace an image after it has been added, click the six dot icon and select Edit Image to reopen the modal.
• Divider: Adds a line across the width of the page. You can adjust the width, thickness, and style of the divider.
• Page Break: Your browser's printer control will automatically determine page breaks for the document. Use a Page Break block to manually insert breaks where desired.

Data Blocks

• Event Details: Add the event name, event date, and/or account name.
  • When clicked, a modal opens: 
    • Add an optional title for this section
    • Select which details to add. 
    • Click Insert event details.
  • Once the block is added, hover over the block to view editing options:
    • Data: Opens the data modal you used when adding the block. Click to update the title and modify which event data displays.
    • Display: Select how the data should display: as a table with each data item in a column, as a table with each data item in a row, or as a list. You can set the table options to have the default spacing or compact.
• Contacts: Add contacts and contact information to the outline. 
  • When clicked, a modal opens:
    • Add an optional title for this section.
    • Select which contact data should display: name, title, account, and more.
    • Filter which contacts should display by account type and/or contact tag.
    • Set how the contact list should sort.
    • When all selections are made, click Insert contact details.
  • Once the block is added, hover over the block to view editing options:
    • Data: Opens the data modal you used when adding the block. Click to update the title and modify data options.
    • Display: Select how the data should display: as a table with each data item in a column, as a table with each data item in a row, or as a list. You can set the table options to have the default spacing or compact.
• Event-wide Functions: 
  • When clicked, a modal opens:
    • Select the event-wide functions to display and click Next. 
    • Add an optional title for this section.
    • Select the function data to include: Name, date, times, room, and more.
    • You are able to include instructions which have been added the event-wide function. Select the departments and categories which should display. Items will not display on event outlines.
    • Select if departments without instructions should display or not.
    • When all selections are complete, click Finish and insert details.
  • Once the block is added, hover over the block to view editing options:
    • Data: Opens the data modal you used when adding the block. Click to update the title and modify data options.
    • Display: Select how the data should display: as a table with each data item in a column, as a table with each data item in a row, or as a list. You can set the table options to have the default spacing or compact.
• Function Details: Add a list of functions with selected function information. Function items and instructions cannot be added to event outlines; these are communicated to operations staff via Jobs.
  • When clicked, a modal opens:
    • Add an optional title for this section.
    • Select how to group the functions: by date, room, timeline (in chronological order with no grouping), or type.
    • Select the function data to include: Name, date, times, room, and more.
    • Filter which functions will display and sort the functions: click the arrow to open the Filter and Sort section. Here you can:
      • Filter by date, status, or type.
      • Filter by rooms, and exclude no-room functions if needed.
      • Select only functions marked as a performance, or functions marked to display on the event calendar.
      • Sort the functions by a particular field.
    • Once the block is added, hover over the block to view editing options:
      • Data: Opens the data modal you used when adding the block. Click to update the title and modify data options.
      • Display: Select how the data should display: as a table with each data item in a column, as a table with each data item in a row, or as a list. You can set the table options to have the default spacing or compact.