FAQ

Frequently asked questions about dBocl

General

What is dBocl?

dBocl is an all-in-one event management platform designed to help organizers handle scheduling, tasks, communication, travel, and file management in a single system. It streamlines the entire event planning process, making it easier to coordinate every detail from start to finish.

Who is dBocl for?

dBocl is built for event organizers managing productions of any size. Whether you’re running a small gathering, a theater production, or a large-scale festival, the platform adapts to your needs with flexible tools and scalable features.

How does dBocl simplify event management?

By consolidating event planning tools into one platform, dBocl eliminates the need for multiple disconnected systems. It provides a structured way to create schedules, assign tasks, track travel arrangements, manage files, and communicate with teams. With everything in one place, organizers can stay on top of every aspect of their events without unnecessary complexity.

Can I manage multiple events at once?

Yes. dBocl allows users to oversee multiple events within different organizations. This makes it easy to switch between projects while keeping everything organized and accessible.

Is dBocl suitable for large-scale productions?

Yes. dBocl is designed to scale, making it suitable for both small events and complex productions that require managing multiple teams, schedules, and logistical details.

Can I try dBocl for free?

Yes, your first event is free. When you sign up, you’ll receive event credits that allow you to access dBocl’s core features without any cost. This gives you the chance to explore scheduling, task management, file organization, and other essential tools before deciding if dBocl is the right fit for your event planning needs.

People

What tabs are available on a person's profile?

Each person’s profile has multiple tabs:

• Relations: Shows linked people like manager, agent, spouse, with hierarchical or lateral relationships and custom relation types
• Preferences: Travel preferences, dietary restrictions, lodging preferences, accessibility needs, and custom fields
• Notes: Timeline-style notes system with timestamp, author, optional tags, file attachments, and visibility settings
• Visibility Settings: Defining whether the person is event-specific or shared across organization, with permission level settings

How does the status system work for people?

Each person can be marked with a status that affects how they appear in filters and exports. Available statuses include:

• Invited (sent invitation but not yet responded)
• Pending (awaiting final details or approval)
• Confirmed (accepted and locked in)
• Passed (considered, but not accepted)
• Canceled (was confirmed but then canceled)
• Removed (not part of this event anymore but archived for records)

Status changes are logged for audit/history.

How does the tagging system work for people?

Tags allow for deep categorization and filtering. They can be freeform or pre-defined, are color-coded, and used for filtering on the main page and within exports. Example tags include “Performer,” “Security,” “Keynote,” and “Allergy.”

How can I import or export people data?

You can bulk import people with a CSV template that includes matching fields like name, department, and role. For export, you can generate PDFs or CSVs with filters applied, options to include preferences, notes, and tasks, and the ability to anonymize sensitive data.

Schedule

What are the main view modes for the Schedule page?

The Schedule page has two primary view modes:

• Calendar View: Displays all scheduled items as blocks in a traditional calendar format with daily, weekly, and monthly toggles
• List View: Shows a chronologically ordered list of all schedule items

What information is displayed for each item in Calendar View?

Each item appears as a colored block with:

• Title
• Start/End time
• Assigned people
• Tags (color-coded)
• Icons indicating attachments or notes

Hovering reveals quick details (location, notes), and items can be drag-and-dropped to reschedule events.

What information is shown for each item in List View?

Each row contains:

• Time
• Title
• Location
• Assigned people (avatars or names)
• Status indicators
• Remaining time countdown

There are toggleable columns for filtering or focusing on details like call times or addresses.

What information can I include when creating a schedule item?

When creating a schedule item, fields include:

• Title (brief description of the event item)
• Start/End Time (date and time picker with timezone support)
• All Day Toggle (for full-day events)
• Call Time Toggle (marks as official call for team notifications)
• Address (geolocation-enabled field with autocomplete)
• Location Notes (for parking, entrance info, on-site contacts)
• Tags (e.g., “Tech,” “Setup,” “Arrival”)
• Description/Additional Information (rich text editor)
• Assigned People (select from existing people, with optional role notes)
• File Attachments (add PDFs, documents, reference material)
• Clone to Other Dates (select dates to replicate this event to)

How do I generate reports from the Schedule page?

Click the Mail/Envelope icon in the Schedule page toolbar to access the Report Generation function. This lets you generate sendable and printable itineraries in PDF format. The report builder interface includes:

• Header customization (Event Name, Location, Logo, Date)
• Body editor (select which schedule items to include, choose level of detail)
• Various report options (save as preset template, choose export format, send via email or generate sharable link, mark as private)

What interactive features does the Schedule page offer?

The Schedule page includes:

• Clone Schedule Items (duplicate a schedule entry to one or multiple dates)
• ICS Import/Export (compatible with Google Calendar, Apple Calendar, Outlook)
• Time Countdown (every schedule item in list view shows a “Time Until Event” badge)
• Assigned People Management (reassign or remove people, see confirmation status)
• Comments/Notes (each item includes a comment thread)
• Attach Files (upload files specific to the event item)

Files

How do I access the Files page?

The Files Page is accessed through:

• Left sidebar menu under “Files”
• File attachment links in Schedule items, People profiles, or Tasks
• Global search bar (if enabled for file contents or metadata)

What view modes are available for files?

The Files Page offers two view modes:

• Grid View: Emphasizes file type icons or image previews, ideal for photos, PDFs, media assets
• List View: Table with sortable columns like File name, Type, Date uploaded, Uploader, Tags, Mentions, and Usage count

How are files organized in the system?

Folders in dbocl are virtual, not hierarchical—they’re tag-driven. Users can simulate folder structures using consistent tags (e.g., “Contracts,” “Logos,” “Decks”). This keeps files highly flexible and multi-categorized.

How do I upload files to the system?

Upload via:

• Drag-and-drop area
• File selector
• Bulk upload (multi-select from local directory)

Supported file types include:

• Documents (PDF, DOCX, XLSX, TXT)
• Media (JPG, PNG, GIF, MP4, MOV, WAV, MP3)
• Other formats (ZIP, AI, PSD, CSV, JSON)

During upload, you can add metadata including:

• File Name
• Description/Notes
• Tags
• Assign to users
• Connections to other items
• Sensitivity marking

What does the file detail view show?

Clicking a file opens a detail panel or modal showing:

• Preview Panel (PDF viewer, image viewer, or embedded media player)
• Metadata Panel (Uploaded by, Date uploaded, File type, File size, Version history, Tags, Associated people/items, and Description/Notes)
• Mentions (shows where the file is referenced in the system)
• Comment Thread (timestamped, with @username mentions)

How do permissions work for files?

File-level permissions include:

• Public within event
• Private to uploader
• Restricted to Admins
• Visible to specific users or departments only

The Sensitive File toggle, when enabled, allows only users with elevated clearance to access the file. Different roles (Admin, Manager, Contributor, Viewer) have different access levels for viewing/editing files.

How does file versioning work?

When a file is replaced, older versions are stored and accessible. Each version includes:

• Upload timestamp
• User who uploaded
• Change notes (optional)

Users can revert to previous versions at any time through the file detail view.

Tasks

How do I access the Tasks page?

The Tasks Page can be accessed via:

• Left-hand sidebar under “Tasks”
• Main event dashboard node (“Tasks” icon)
• Individual profile pages (shows tasks assigned to that person)
• Milestones module (optional)

What view modes are available for tasks?

The Tasks Page has two primary view modes:

• Flat List View: Displays all tasks chronologically or by filter
• Milestone Grouped View: Groups tasks under collapsible milestone headers

What information is shown for each task in the list?

Each task entry includes:

• Checkbox (to mark complete)
• Task title
• Assignee avatars
• Due date
• Status indicator (color-coded pill)
• Tags
• Attached file icon (if files present)
• Milestone label (if grouped view is off)

What actions are available in the task hover menu?

The hover actions quick menu includes options to:

• Edit task
• Add subtask
• Comment
• Change status
• Add tag
• Assign/remove people
• Duplicate
• Move to another milestone
• Delete

What information can I include when creating a task?

Task fields include:

• Title (required short summary)
• Description (rich text with lists, bullet points, links, and formatting)
• Due Date (date and time picker, can be left blank for ongoing tasks)
• Status (Open, In Progress, Complete, Blocked, Overdue)
• Assigned To (one or more people with optional assignment notes)
• Milestone Association (optional grouping under milestones)
• Tags (user-defined, color-coded)
• Attachments (files added directly to the task)
• Subtasks (collapsible inline list with checkbox, description, and optional assignee)
• Priority (if enabled: Low, Medium, High, Critical)
• Watchers (people notified of changes but not directly assigned)

How do milestones work with tasks?

Milestones serve as task containers representing project phases or deliverable groups. They have:

• Custom titles
• Start and end dates (timeline visualization optional)
• Collapse/expand functionality for associated tasks
• Milestone-level notes section
• Can be marked complete independently of tasks
• Tasks can be freely moved between milestones

What task relationships are supported?

Tasks can reference each other with relationship types including:

• “Blocked by”
• “Related to”
• “Duplicate of”

Tasks can be linked across milestones or projects. If dependency logic is enabled, Task B can’t be marked complete until Task A is done, with visual warnings shown on blocked tasks and auto-update notifications when dependencies are cleared.

Travel

How do I access the Travel page?

The Travel Page can be accessed through:

• Left-hand sidebar “Travel” tab
• Quick-access node on the main event dashboard
• Direct links on People profiles (shows only their travel)
• Related item links from Schedule or Tasks

What view modes are available for travel information?

The Travel Page has three view modes:

• Manifest View: Table listing all people with travel records
• Itinerary View: Individual-centric, focusing on one person at a time
• Calendar View: Optional, plotting travel against a date view

What information is shown in the Manifest View?

Each row in the Manifest View contains:

• Person Name
• Travel Type (icon)
• Route (Origin → Destination)
• Departure/Arrival time
• Status badge (color-coded)
• Attachments (paperclip icon)
• Tags
• Linked Schedule items (with jump link)
• Action icons (Edit, Duplicate, Delete, Mark as Complete)

What information can I include when creating a travel entry?

Travel entry fields include:

General Fields:

• Travel Type (Flight, Train, Bus, etc.)
• Direction (Arrival, Departure, Round-trip)
• Person(s) Involved
• Trip Purpose

Timing/Location Fields:

• Departure Date & Time
• Arrival Date & Time
• Timezone awareness
• Departure Location
• Arrival Location
• Carrier/Vendor
• Travel Number

Extras:

• Pickup/Drop-off Arrangements
• Booking Status
• Reference Documents
• Notes

How does lodging information work in the system?

Lodging is treated as a travel subtype or parallel module. Lodging fields include:

• Hotel Name
• Check-in/Check-out dates
• Address
• Room Number (optional)
• Room Type
• Confirmation Number
• Payment Responsibility (Covered by Org or Paid by Guest)
• Linked Person(s)
• Special Needs/Notes
• Attached Reservation Documents

Lodging entries appear in:

• Person’s travel timeline
• Manifest view (as hotel rows)
• Can be filtered separately in the Travel Page

How can I duplicate travel arrangements for multiple people?

The Duplicate Entry feature creates a copy of an existing travel entry for another person, with options to:

• Keep all details (e.g., for band or group)
• Shift time offset (e.g., 30 mins later)

Batch actions allow you to:

• Assign the same trip to multiple people
• Update booking status in bulk
• Export selected travel data

Reporting

What types of reports can I generate?

dBocl offers comprehensive reporting capabilities across all modules:

• Schedule reports (itineraries, call sheets, daily schedules)
• People reports (contact lists, status reports, team rosters)
• Task reports (progress reports, completion status, assignment overviews)
• Travel manifests (arrival/departure lists, accommodation details)
• File documentation (inventory lists, access logs)
• Cross-platform exports (PDF, CSV, Excel formats)

How do I customize report content?

Reports can be customized with:

• Audience-appropriate information
• Privacy considerations
• Specific date ranges
• Filtered data sets
• Custom formatting options
• Branding elements

Can I schedule automated reports?

Yes, you can set up automated report generation and distribution:

• Daily/weekly/monthly schedules
• Email distribution lists
• Custom delivery times
• Multiple format options
• Automated archiving