It’s a Plan

Event Planning

Plan a conference, meetup or company offsite: venue, vendors, speakers, sponsors, agenda and budget, with deadlines on a calendar.

It's a Planwww.threads.com/@itsaplandevNOV 3, 20263 views · 0 downloads

What's inside

What a new project starts with

Event Planning.json26 KB

Workflow6 states

  1. Backlog
  2. To Do
  3. In Progress
  4. Waiting for Confirmation
  5. Done
  6. Canceled

Issue types6

TaskdefaultVendorSpeakerSponsorSessionMilestone

Labels10

WorkstreamVenueCateringAV & TechMarketingRegistrationTravel & HotelsSwagPhaseEvent DayPre-EventPost-Event

Custom fields10

  • Detailsmarkdown · in the body
  • Session Timedate & time range · Session
  • Talk Titletext · Speaker
  • Sponsorship Tierselect · Platinum · Gold · Silver · Community · Sponsor
  • Room / Stageselect · Main Stage · Room A · Room B · Workshop Room · Online · Session
  • Budgetnumber
  • Actual Costnumber
  • Payment Statusselect · Not Invoiced · Invoiced · Deposit Paid · Paid in Full
  • Contract Signedcheckbox
  • Contacttext

Issue templates5

  • Book a VendorVendor · To Do
  • SpeakerSpeaker · To Do
  • SponsorSponsor · To Do
  • Agenda SessionSession · Backlog
  • Event Day Run of ShowMilestone · To Do · Event Day

Views13

  • Planning Boardboard
  • Deadlinescalendar
  • Timelinetimeline
  • Agendacalendar
  • Vendors & Budgettable
  • Speakerstable
  • Sponsorstable
  • By Ownerboard
  • Event Readinessdashboard
  • Startaction
  • Request confirmationaction
  • Mark doneaction
  • Cancelaction

Setup

  • Cycles, off
  • Initiatives, on
  • Dashboards, on
  • Docs, on
  • Notes, on
  • Subtasks, on
  • Checklists, on
  • Issue stats, on
  • Time logging, off
  • Canceled issues archive after 30 days
  • A parent closes when its subtasks are done
  • Open subtasks close with their parent

Quick start

Skip the setup, start the work

  1. 01

    Import it in Project templates.

  2. 02

    Open it to the teams that need it.

  3. 03

    Pick it when you create a project.

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Event Planning · Project template | It's a Plan