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🗓️ Planning Your Event

Manage your tasks

The services and jobs your event needs, and how they connect to your budget.

Essential 3 steps 1 min read

What is this?

Tasks are the services and jobs your event needs, such as catering, décor or the venue.

Why it matters

Each task can hold cost items, and each cost item is what you request quotes for. Ticking tasks off moves your plan forward.

How to do it

  1. Open Tasks

    Choose Tasks under Plan. Filter by status to see what is open.

    Your event tasks.
    Your event tasks.
  2. Add your own task

    Choose Add Task, give it a name and, if it is an event service, a service category.

  3. Add a cost item

    Use Add Cost Item on a task card to record what it will cost.

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