Event Planning Template

The Event Planning Board is built to help you stay organized when managing multiple events. Use the high-level board to see all upcoming events, key dates, and overall budgets. Each event has its own board where you can plan the details, track tasks, and monitor spending.

Budgets from each event board are pulled into the main board, so you can always see how much you’ve spent and what’s left. You can also track vendors and see which events they’re working on using the Vendor Dashboard.

How it works:

• Track events, dates, and budgets in the high-level board

• Plan each event in its own detailed board

• Use automations to create new boards when an event is marked as “Ready”

• Pull budget data from each event board into the main board

• Keep track of vendor assignments across all events

What’s included:

✔️ High-level event tracking board
✔️ Event board template
✔️ Vendor board and dashboard
✔️ Budget tracking with connected boards
✔️ Automations to create and link boards
✔️ Walkthrough video

Need help setting it up? Contact us!