Once a Task is done, the Event Planner labels that Task as “Complete. If work is outsourced for a Task, the Event Planner labels that Task as “Outsourced.” Calendar view: Manage event timelines on a flexible calendar. List view: Organize your event planning process, resources, and budget on a List. When work begins on a Task, the Event Planner labels that Task as “In Process.” This event planning template includes three highly visual views that can be customized for any need, from organizing scheduling event dates on a List and Board to drag-and-drop planning on Calendar. PROMOTING - Use the Promoting column for any marketing-related Tasks, such as developing a marketing plan, creating promotional materials, and managing an event website.ĮXECUTING - Enter any Tasks related to executing your event into this column, such as organizing event setup and registration, managing on-site logistics, and coordinating with staff and volunteers.įOLLOW UP - Put any follow-up Tasks for the event into this column, such as sending out a post-event survey, analyzing feedback, and preparing an event report.Įvent Planner works on Tasks in the first column, then the second column and so on, moving along the board from left to right. VENUE & VENDORS - Put any Tasks related to vendor and venue selection in this column, such as touring potential venues, booking a venue, and coordinating vendor setup and breakdown. PLANNING - Use this column to plan the event details, such as identifying the event’s goals and objectives, creating the budget, and selecting the event date. Event Planner adds Tasks to the appropriate columns:
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