Simplify the organization and the planning of everything event-related. This free event planner template has everything you need to plan and execute your best events from start to finish.
Try template free* The template contains: Group of items, Person field, Status field with customized labels, Date field, Tag field, Number field, and Rich text field.
Is coordinating your event management team a challenge? Are the responsibilities clear so everyone knows what’s expected?
This template has the tools you need to unite the team around your plan and deliver the best events.
Break your event plan down into stages
Assign due dates to tasks
Track progress visualy
Once you have a clear timeline, prioritize your tasks with dates and statuses. Break down each task into smaller actionable steps with checklists.
Map out different phases – from marketing, to agenda and guests. Focus on the details most important to your event, and coordinate with your team to get it done on time.
Avoid emails. Communicate right in the task card with teammates or invite vendors as viewers. Get feedback and approvals faster. Recieve notifications and alerts and act on time.
Organize your stages as groups which will help you plan in a clean and clear way. It’s visible to all users and you can easily add tasks, move them from stage to stage and track the progress of your work.
Be transparent in assigning the responsabilities. Let team members know who is doing what. In the person field, choose people who need to deliver the event-related activity.
This way you give them clear responsibilities so you all can track the progress of the event management.
The most important thing for your events are probably the dates. In order for the events to be executed on time, you have to schedule them by setting a date.
These due dates are visible to all team members, so there can be no misunderstandings.
Collaborate with team members by having discussions right in the task card. Leave feedback, ask questions and add files.
Having all information available and in one place speeds up the process and makes it easy for everyone to catch up fast. It’s especially useful for onboarding newcomers.
Status field allows you to visually keep track of the progress of your tasks. You can easily customize it by choosing different color labels.
The status field can also be used to prioritize and categorize your activities. Distinguish between urgent and important with ease.
Checklists reduce the likelihood of important steps or tasks getting overlooked and help you feel confident that you've completed your work.
Streamline your process by creating a checklists for task and each each step required to crash your goal.