All board templates
Events workspace

Event Planning template. A complete workflow, ready to adapt.

Event teams coordinating venues, suppliers, speakers, sponsors, logistics, and event-day readiness.

Use this template Preview the workflow
Workflow stages
7
Custom fields
5
Labels
5
Automations
2
Checklists
2
Workflow preview

See how work moves from Ideas to Complete.

The template creates a board named Event Plan with the stages shown below. Included sample cards demonstrate how the workflow is meant to be used.

Built-in structure

The context your team needs, already attached.

Fields and labels are shared across every board created in this workspace, keeping filtering, Table view, and Portfolio reporting consistent.

Custom fields

5 fields included

FieldTypeOptions
Event DateDateFree entry
OwnerPersonFree entry
VendorTextFree entry
BudgetNumberFree entry
WorkstreamSelectVenueProgrammePromotionLogistics

Labels

5 ways to classify work

SponsorsSpeakersContractDecisionUrgent

Use these labels to surface work by responsibility, type, or outcome without adding more workflow stages.

Repeatable execution

The process does more than organise cards.

Reusable checklists standardise important work while editable rules handle routine workflow updates.

Checklist templates

Event brief

  • Define the audience and event goal
  • Confirm the format, date, and capacity
  • Set the budget and approval owner
  • Agree how success will be measured

Event-day readiness

  • Confirm the venue and supplier arrival times
  • Share the final run of show
  • Test equipment and presentation materials
  • Confirm attendee communications
  • Assign day-of contacts and escalation owners

Workspace automations

  • When a card enters "Ready", apply the "Event-day readiness" checklist.
  • When a card enters "Complete", mark it complete.
More starting points

Compare another workflow.

Development Team

Plan product work, bugs, QA handoffs, and releases for an engineering team.

See the template

Marketing

Coordinate campaigns, creative production, publishing, approvals, and launch reporting.

See the template

Simple Todo

A lightweight workflow for personal work, small teams, admin tasks, and quick follow-ups.

See the template
View all templates

Open the Event Planning workspace
with the structure already in place.

Sign up and choose Event Planning during onboarding. Rename, add, or remove anything afterwards.

Use this template Browse all templates

No card required, 30-day Pro trial, free plan available after it