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Templates · Team

Plan the event, enjoy the day.

Everything from budget and venue to the thank-you email, in the order you need it.

Download CSVHow to import it

CSV · 16 tasks · 5 sections · English

What it is for

A conference, a client evening or a team day: the work is the same list every time, and the stress comes from remembering it. This checklist follows the event from the first budget to the notes for next time.

Good for

  • Office managers and team assistants
  • Marketing teams running customer events
  • Anyone planning a conference, party or offsite

Preview

What is in the file

Five sections, from Early on to Afterwards. The list view reads like a checklist; on the board every phase is a column.

Event planning · List

Early on

  • Set the goal, budget and number of guests, P1
  • Pick the date and hold it in calendars, P1
  • Book the venue, P1
  • Book catering, P2

Invitations and programme

  • Send a save-the-date, P2
  • Send invitations with a sign-up form, P1
  • Book speakers or hosts, P2
  • Plan the programme minute by minute, P2

The last week

  • Confirm numbers with the venue and catering, P1
  • Print badges and signs, P3
  • Send practical information to the guests, P2

On the day

  • Arrive early and test sound and screens, P1
  • Staff the welcome desk, P2

Afterwards

  • Send thanks and slides to the guests, P2
  • Pay the invoices, P2
  • Write down what to do differently next time, P3
Download CSV

CSV · 16 tasks · 5 sections · English

Import

Into thisflow in three steps

  1. 01

    Download the CSV

    Download the file on this page. Open it in a spreadsheet first if you want to rename tasks or add your own.

  2. 02

    Open Settings → Data → Import

    In thisflow, open Settings and choose Import under Data. Choose a file, or drop the CSV on the page.

  3. 03

    Check and import

    thisflow shows the new project, its sections and tasks before anything changes. Choose Import 16 tasks.

Tips

Make it your own

  • Add the dates backwards

    Give the day itself a date first, then set the earlier tasks some weeks before it.

  • Share with the venue

    Invite an outside contact as a guest to the project. Guests are free and see only what they are invited to.

  • Keep the details in the task

    Add the venue contract or catering menu as an attachment, and discuss changes in the comments.

  • Use it again

    Next time, choose New project → Start from → Copy a project. Sections and open tasks come along, and Start today moves the dates.

  • Team · Board

    Product launch

    From brief to launch day and the retro after it

    • Plan
    • Build
    • Launch week
    • After launch

    16 tasks · 4 sections

  • Team · List

    New hire onboarding

    Before day one, the first day, the first week and the first month

    • Before day one
    • First day
    • First week
    • First month

    13 tasks · 4 sections

  • Personal · List

    Moving house

    A month before, two weeks before, moving week and after

    • A month before
    • Two weeks before
    • Moving week
    • After the move

    15 tasks · 4 sections

Features it uses

All templates

Your next event, already planned.

Start for free, import the checklist and set the date.

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