# Event Planning Board Template - Kanera

> Coordinate an event from its first brief through suppliers, final readiness, and follow-up. See the lists, custom fields, labels, checklists, and automations this free Kanera workspace template sets up.

Canonical page: https://www.kanera.app/templates/event-planning

[All board templates](https://www.kanera.app/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](https://board.kanera.app/signup?template=event-planning)[Preview the workflow](#workflow-preview)

## What it does

Moves event work from early ideas into confirmed bookings, delivery, final readiness, event day, and follow-up.

## Features of this template

- Date, owner, vendor, and budget fields
- Brief and event-day checklists
- Sample supplier and run-of-show work

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.

01 Ideas

02 Planning 2

Decision

Write the event brief

Contract

Confirm venue and key suppliers

03 Booked

04 In Progress 1

Speakers

Build the run of show

05 Ready 1

Complete the final readiness check

06 Event Day

07 Complete

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

Field Type Options

Event Date Date Free entry

Owner Person Free entry

Vendor Text Free entry

Budget Number Free entry

Workstream Select Venue Programme Promotion Logistics

### Labels

5 ways to classify work

Sponsors Speakers Contract Decision Urgent

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](https://www.kanera.app/templates/development-team)[Marketing Coordinate campaigns, creative production, publishing, approvals, and launch reporting. See the template](https://www.kanera.app/templates/marketing)[Simple Todo A lightweight workflow for personal work, small teams, admin tasks, and quick follow-ups. See the template](https://www.kanera.app/templates/simple-todo)

[View all templates](https://www.kanera.app/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](https://board.kanera.app/signup?template=event-planning)[Browse all templates](https://www.kanera.app/templates)

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

## Machine-readable resources

- [Kanera AI index](https://www.kanera.app/llms.txt)
- [Kanera documentation index](https://www.kanera.app/docs/llms.txt)
- [Agent discovery guidance](https://www.kanera.app/agents.md)