Ultimate Event Planner OS
About this template
- Event Overview: Effortlessly manage events at every stage—upcoming, ongoing, or finalized. View all events with tasks, meeting notes, and materials sorted by event status.
- Tasks Management: Stay on top of all tasks with views for unstarted, ongoing, and completed tasks, organized by event or status.
- Departments Overview: Organize departments by leader, budget, and team members for clear team structure and collaboration.
- Venues Overview: Track venue details like location, capacity, and cost per day. Manage availability to ensure ideal event settings.
- Meeting Notes: Document client meetings, decisions, and follow-up tasks. Access upcoming and past meetings with attendee details and related files.
- Clients, Partners & Companies: Keep all contacts organized by clients, partners, and companies. Store essential contact info, linked events, and partner types.
- Team Members: View roles, availability, and contact info for smooth coordination. Organize team members by employment type and availability.
- Accounts Overview: Manage financial accounts with gallery and detailed views for clear budgeting.
- Income & Expenses: Gain full visibility of finances with recent, monthly, and event-specific views for income and expenses.
- Transactions History: Log all transactions with monthly and yearly history to track cash flow effectively.
- Subscriptions Management: Automate subscription tracking with status updates, billing cycles, and monthly or yearly auto-calculations.
- Documents: Store and organize files by type and event, with upload details for quick access.
- Resources & Materials: Plan resources with types, locations, and notes. Track resources and materials by status and type.
- Suppliers & Vendor Details: Keep essential supplier info, types, and contacts in one place. Track vendor-provided materials and status for easy procurement.
- Post-Event Feedback: Collect attendee feedback for continuous improvement. Log ratings, comments, and actions for refining future events.
- OKRs (Objectives & Key Results): Set, track, and achieve event goals with milestones and real-time progress updates.
- Marketing Strategy: Plan and manage marketing strategies by event and platform. Track budgets, target audiences, and status.
- Customizable Dashboard: Your centralized view for all upcoming and ongoing events, team details, and meetings.
