Win workShortlists
Create a shortlist from an event
Start a meeting plan from an event page.
Overview
A shortlist is a named list of people you intend to meet—built from speakers, candidates, or your own additions. Creating one from an event keeps prep scoped to that conference.
Steps
Open the event detail page.
Choose Create shortlist (or add to an existing shortlist if you already run one for this show).
Name the shortlist—include year and event acronym so teams recognize it (AIA-NYC-2026-owners).
Add speakers and candidates from the event page, or add contacts manually from search.
Share assignments via notes or tasks; review the list in shortlists overview during travel week.
After the event
Do not archive the shortlist—use it as the checklist for post-event follow-up.