All Templates

#Project #Common #Beginner

Event Preparation

In our daily lives, we may be involved in planning many events such as birthday parties, promotion parties, moving parties, holiday events, group trips, and so on.

Does it bother you that these events require a lot of preparation and many guests to be invited? This is where you can use Tracup to help you plan it all out clearly.

As the overall event organizer, you can use Tracup to list everything that needs to be ready before the event starts. As an event participant, you can use Tracup with other friends and make it a place for you to exchange ideas.

Template Configuration

Task status




At event

After event




Task type

Template Details

Event planning is difficult but can help your events smoothly. And a quality Event planning software can really streamline things for you.

What is event planning template?

Event planning is the most standard activity around current operation position.

The definition of Event Planning is relatively uniform from many operating books and courses.

Event planning is a relatively mature position in the current operation position, unlike what users do between the operation of this position may vary widely. From each operating book and course, the definition of event planning is relatively uniform.

Event planning is a kind of operation method that relates a clear goal, through planning and execution of activities to improve the operation data indicators of an operating means.

A Free Event Planning Template For Beginners

If users just getting started, Tracup recommends creating just one space for all of their events planning inside of a space. And Tracup also provide you a free event planning template.

Users also have lists which act as the tabs that break up a folder into more manageable pieces. So Tracup will walk through the actual templates that they’re seeing here in a moment, but just to get started.


This is a folder template called event planning that users will be able to add into their workspace to play around.

Users are using lists in this use case to break up things like activities facilities preparation to-do’s related to their event planning process.


So these are those concrete action items that they’ll be taking off as their plan and manage an event, and they incorporate things like assignee to hold people accountable for completing the task.


Users will also be able to keep track of their start and due dates here, it’s definitely a best practice especially in this use case to always make sure that they’re adding a due date.

If not a start and a due date to their tasks, so that they can visualize them in a Kanban view and keep track of everything that’s going on in their schedule.


Users mainly use this include:

1.Task status: use task status to record their task progress.

2.Custom Field: According to the specific scenario, users can add corresponding custom field to meet their needs of activity planning.

3.Task information and specific demands of record activity attachment and relevant documents.

Tips for using the template:

1)Adjust task status based on the specific scenario to meet users corresponding the activity operation procedure.

2)Add multi-type custom field based on the actual scenario to record activity operation.

3)Timely adjust relevant information based on operation activity to define current status.


Reminder: Custom fields, task types, task status etc. in the template can be customized, and you can adjust them according to the actual scenario.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.

Other Info

Built in 2022-11-17 10:45:38


Use Tracup to start your high performance collaboration

Enter your email to try out or ask your client service consultant at the lower right corner to know how Tracup can help you further

Add comment for