How to Plan an Event With a Planning Workbook
Behind every invite is a to-do list, a budget, and a vendor list. On Pro, each event can open a planning workbook with those sheets ready to go, and a run-of-show page that ties them together.
Step-by-step guide
Open the planning workbook
In the event editor, choose Create workbook. You get five sheets (Event Details, Guest List, Vendors, Budget, and To-dos) filled in from the event. The workbook is on the Pro plan.
Track vendors and the budget
List vendors with their contacts and status, and track estimated and actual costs on the Budget sheet so you know where the money is going.
Work through the to-dos
The To-dos sheet is a board you can drag cards across as tasks get done. Assign owners and due dates so nothing slips.
Create the run-of-show page
Choose Event page in the editor to create a page with the live event card, a timeline, roles, and the workbook's to-do board, so the whole day lives on one page.
Start from a template
Tips
- Fill in the Budget sheet early so costs don't surprise you
- Give every to-do an owner and a due date
- Use the run-of-show page as the one place to check on the day
- The workbook's guest list is a snapshot; the live guest list stays in the event editor
Frequently asked questions
Which plan do I need?
Does the Guest List sheet update with new RSVPs?
What's on the run-of-show page?
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