Creating a room
How to set up a new room, choose a template, and configure your request items.
A room is a collection job. It has a name, a set of items you're requesting, a list of contributors, and a due date. Everything for one event (or one client, one episode) lives in one room.
Templates
Templates pre-fill the item list for common use cases. Choose from Conference session, Podcast guest, Sponsor assets, or Client onboarding — then add or remove items to fit your needs. The template affects what items are added; you can always customise.
Item types
- Short text — name, job title, company, social handle.
- Long text — bio, about section, description.
- File — headshot, slides, logo, brand guidelines, audio file.
- URL — LinkedIn, website, portfolio link.
- Checkbox — consent to record, terms confirmation.
Required vs optional
Mark items as required when you genuinely need them before the event. Contributors see required items flagged — they can submit without them, but your dashboard will track them as missing.
Due date
Set a due date so contributors see the deadline on their page. Your dashboard shows days remaining and highlights urgent rooms in amber when the deadline is close.