## Keywords
`Engager Live Event` `Task Management` `Event Ticket Management`
## Key Learnings
1. Engager Live Event: Engager Live is an event inspired by TED Talks, featuring 20-minute sessions that are designed to be impactful and valuable without being overly salesy. The event includes exhibitors similar to those at AccountEx, ICB Road Shows, and AAT Road Shows. The event will conclude with a closing session that is styled like an Apple launch.
2. HMRC 648 Testing: The HMRC 648 is in the final stages of testing, moving from the sandbox environment to real-life client testing in the firms of the speaker and Andy.
3. Event Ticket Management: Event tickets can be managed through Eventbrite, with a current booking of 750 people and a capacity of 850.
4. Task Management in Engager: Engager uses a Kanban board for task management, which helps in organizing tasks efficiently. The list view is available for quick task completion but is not recommended for bulk task ticking to avoid mistakes.
5. Client Meeting Management: Meetings can be logged in Engager, but agendas cannot be sent directly. AI transcription tools like Otter or Copilot are recommended for recording meetings.
6. TidyCow and Calendly Comparison: Comparison between TidyCow and Calendly, focusing on pricing and features for team and individual use.
7. Adding Links in Emails: Instructions on how to add hyperlinks in emails to make them more interactive and visually appealing.
8. Engager Platform Features: Overview of features and support available on the Engager platform, including roadmap and help resources.
9. Government Gateway Updates: Updates to the Government Gateway for managing agent authorizations and team member allocations.
10. Ignore Internal Deadlines Option: A feature to help keep the board tidy by showing only necessary tasks.
11. Accountants App Development: Development of an accountants app using new technology to deliver full functionality.
12. Countdown Timers: Feature to set countdowns for various events visible to the whole team.
13. Calendar View for Jobs: Discussion on the calendar view for jobs and its current status.
14. Engagement Letters and Client Portal: Process of sending engagement letters and client portal sign-up.
15. RQ Software: Separate software for tracking referrals and GDPR permissions.
16. Adfin Integration: Integration with Adfin for invoicing and direct debit emails.
17. Apron and FreeAgent Integration: Potential integration between Apron and FreeAgent.
## Explanations
### 1. Engager Live Event
- **Key Points**
- The event is inspired by TED Talks with 20-minute sessions.
- It aims to provide quality and value without being overly salesy.
- Includes exhibitors similar to AccountEx, ICB Road Shows, and AAT Road Shows.
- Concludes with a closing session styled like an Apple launch.
- **Explanation**
Engager Live is designed to be a high-value event with short, impactful sessions. The format is inspired by TED Talks, ensuring that each session is concise and focused on delivering value. The event also features exhibitors, providing attendees with opportunities to engage with various industry representatives. The closing session will be unique, with a presentation style similar to an Apple product launch.
### 2. HMRC 648 Testing
- **Key Points**
- HMRC 648 is in final testing stages.
- Testing is moving from sandbox to real-life clients.
- **Explanation**
The HMRC 648 is undergoing final testing phases. Initially tested in a sandbox environment, it is now being tested with real-life clients in the speaker's and Andy's firms to ensure its functionality and reliability.
### 3. Event Ticket Management
- **Key Points**
- Tickets are managed via Eventbrite.
- 750 people booked, 850 capacity.
- **Explanation**
Attendees can manage their event tickets through Eventbrite. Currently, there are 750 people booked for the event, with a total capacity of 850, allowing for some flexibility in attendance.
### 4. Task Management in Engager
- **Key Points**
- Kanban board is used for task management.
- List view is available for quick task completion.
- Bulk task ticking is not recommended to avoid mistakes.
- **Explanation**
Engager employs a Kanban board system to manage tasks, which helps users organize and track their tasks effectively. While a list view is available for users who prefer to complete tasks quickly, it is advised not to use it for bulk ticking tasks to prevent accidental errors.
### 5. Client Meeting Management
- **Key Points**
- Meetings can be logged in Engager.
- Agendas cannot be sent directly from Engager.
- AI transcription tools are recommended for recording meetings.
- **Explanation**
While Engager allows users to log meetings, it does not support sending agendas directly to clients. Users are encouraged to use AI transcription tools such as Otter or Copilot to record and transcribe meetings, which can then be logged in Engager for future reference.
### 6. TidyCow and Calendly Comparison
- **Key Points**
- TidyCow offers a tier two plan for teams and agencies with unlimited team members for $79 lifetime.
- Calendly costs $79 per month for similar features.
- TidyCow also has a free version and a $39 lifetime plan for individuals with additional features.
- **Explanation**
TidyCow is recommended for its cost-effectiveness compared to Calendly, especially for teams. The lifetime pricing model offers significant savings over monthly subscriptions.
- **TidyCow Usage for Consultations**
> The service allows users to book consultations directly from a website, requiring payment at the time of booking to confirm.
1. Users can book consultations through the website.
2. Payment is required at the time of booking to confirm the appointment.
3. This system is used for both free and paid consultations.
### 7. Adding Links in Emails
- **Key Points**
- Links can be added by copying the URL and using the chain icon to hyperlink text.
- Hyperlinked text can be customized to improve appearance, such as using capital letters for emphasis.
- **Explanation**
To add a hyperlink, copy the desired text, click the chain icon, and paste the URL. This makes the text clickable and can be used to replace long URLs with concise phrases.
- **Hyperlinking in Emails**
> Demonstration of hyperlinking text in an email to direct users to a blog or authorization page.
1. Type the desired text in the email.
2. Highlight the text and click the hyperlink icon.
3. Paste the URL in the provided field to create a clickable link.
### 8. Engager Platform Features
- **Key Points**
- Users are encouraged to check the roadmap and ideas list for new features.
- Help videos and guides are available for users starting from scratch.
- Live chat support is available for assistance.
- **Explanation**
Engager provides a roadmap and ideas list for users to explore new features. Help resources are available for beginners, and live chat support is reinstated for user assistance.
### 9. Government Gateway Updates
- **Key Points**
- A new tab allows agents to manage their accounts, update addresses, and allocate clients to team members.
- The update was not officially announced but includes a 'new' label for visibility.
- **Explanation**
The Government Gateway has added features for agents to manage their accounts more effectively, including updating details and managing team allocations.
- **Agent Address Update Issues**
> Discussion on the challenges faced by agents in updating their addresses with the Government Gateway.
1. Agents have experienced delays in address updates despite repeated communications.
2. The new tab aims to streamline these updates, although issues persist.
### 10. Ignore Internal Deadlines Option
- **Key Points**
- Helps in managing tasks by ignoring internal deadlines.
- Useful for keeping the board organized.
- **Explanation**
The feature allows users to focus on tasks that are currently relevant by ignoring internal deadlines, thus keeping the board tidy.
### 11. Accountants App Development
- **Key Points**
- Originally planned to build from scratch.
- New technology allows 100% functionality of Engager in the app.
- Successful tests so far.
- **Explanation**
The new technology being tested will enable the full functionality of Engager to be available in the accountants app, which was not possible with the original plan.
### 12. Countdown Timers
- **Key Points**
- Countdowns can be set for any event.
- Visible to the entire team.
- Automatically orders from shortest to longest countdown.
- **Explanation**
Countdown timers can be set for any event and are visible to the whole team. They automatically order themselves from shortest to longest countdown.
- **Johan's Holiday Countdown**
> Johan goes on holiday on the 7th of June, 5pm-ish. The countdown is set for 107 days, 19 hours, 50 minutes.
1. Set the countdown for the specific date and time.
2. Visible to the team, automatically ordered.
### 13. Calendar View for Jobs
- **Key Points**
- No updates on calendar view for jobs.
- Not on the roadmap yet.
- **Explanation**
The calendar view for jobs is not currently on the roadmap and remains on the ideas list.
### 14. Engagement Letters and Client Portal
- **Key Points**
- Clients are asked to sign up to the portal when sent an engagement letter.
- Option to download and sign manually.
- **Explanation**
When a client receives an engagement letter, they are prompted to sign up for the portal. However, if they choose to download and sign manually, they might bypass the portal sign-up.
### 15. RQ Software
- **Key Points**
- Not included with Engager.
- Helps track referrals and manage GDPR permissions.
- **Explanation**
RQ is a separate software designed to help track referrals and manage GDPR permissions. It is not included with Engager.
### 16. Adfin Integration
- **Key Points**
- Adfin integration is proving useful.
- Adfin will be at Engager Labs next week.
- **Explanation**
Adfin integration is being used for invoicing and direct debit emails, and it is proving to be a useful tool.
### 17. Apron and FreeAgent Integration
- **Key Points**
- Apron is like Dext or auto entry.
- Integration with FreeAgent is being discussed.
- **Explanation**
Apron is a tool for receipt capture and expense management. Discussions are ongoing for its integration with FreeAgent.

> **AI Suggestion**
> - The core of this lesson is understanding Event Management and Task Organization. It's recommended to start with creating a mock event using Eventbrite to grasp Event Ticket Management through hands-on practice.
> - Core content of Event Ticket Management: Event tickets can be managed through Eventbrite, with a current booking of 750 people and a capacity of 850.
> - Core content of Task Management in Engager: Engager uses a Kanban board for task management, which helps in organizing tasks efficiently.
> - Additionally, here are some extracurricular resources:
> - Practical application of Event Ticket Management: [Eventbrite Help Center](https://www.eventbrite.com/support)
> - Alternative perspective on Task Management: [Trello Kanban Guide](https://trello.com/guide/kanban)
> - Other resources: [TED Talks for Event Inspiration](https://www.ted.com/talks)