About

Planning an event, whether it's a weekly meetup with friends or a large gathering, can be challenging. That's why we've designed this template to support you in every step of the process. From reaching out to key contacts and managing your budget to organizing your resources, this template has you covered. Plus, you can easily sync it with your Google Drive for seamless collaboration!

Functions

<aside> 1️⃣ Tasks - One step at a time!

• Use this page to track your upcoming tasks, and if you're working with a team, you can assign tasks to your colleagues effortlessly.
• Easily distinguish between tasks or issues that need resolution and questions that arise during your meetings.
• Stay on top of your priorities with urgent tasks prominently displayed on the Dashboard.
• For additional tasks or ideas, you can manually jot down daily to-dos to keep everything organized.
• Keep your event details at your fingertips by manually editing important notes to capture all vital information. </aside>

<aside> 2️⃣ Meeting Notes - For when you meet amazing people!

• Store all your meeting notes in one place, ensuring that key discussions, action items, and insights are easily accessible.
• Link each note to specific individuals from your contact or employee list, making it simple to track who is involved in each discussion.
• Connect notes to partner organizations, helping you maintain clear communication and collaboration with external entities.
• Keep everything organized and ensure that all relevant people and entities are aligned with your meeting outcomes. </aside>

<aside> 3️⃣ Contacts - Your teammates.

• This list features the key individuals who will support you in your endeavors, ensuring that you have the right people by your side for every project and task.
• The Partner Companies section highlights the businesses you collaborate with, providing a clear overview of all the external organizations you work with regularly. This section helps you maintain strong relationships with your partners, ensuring smooth and effective collaboration.
• The Contacts section is dedicated to tracking individual connections, allowing you to easily manage and access information about all the people involved in your ventures, from clients to colleagues.
• The Employees section enables you to efficiently manage your own team, keeping all relevant details about your team members in one organized space, which is essential for effective teamwork and communication. </aside>

<aside> 4️⃣ Finance - Cash is king!

• Track your event’s income and expenses effortlessly on this streamlined page, where you can record each transaction with just a single click! </aside>

Disclaimer: This template is provided for organizational purposes and should not be considered a substitute for professional accounting software or services. While it is designed to help you track income and expenses related to your event, it does not offer the comprehensive features and accuracy required for official financial reporting or accounting. Users are responsible for ensuring the accuracy of their financial data and should seek professional advice if needed. The authors of this template disclaim any liability for errors or omissions and for any financial decisions or consequences arising from the use of this tool.

Under deveopment features

Support

We hope you find this template useful in organizing your event. Please note that the version you are viewing is a work in progress, and we appreciate your understanding as we continue to refine it.

If you find this tool valuable and would like to support the creators, a small gesture such as buying us a coffee would be greatly appreciated. Your support helps us continue to develop and improve resources like this one. Thank you for your consideration!