Event checklist

The event checklist is your operational to-do list for a single event. It keeps the team aligned on what needs doing, by when, and by whom — separate from the CRM tasks tied to deals.

When to use this

Use a checklist for the recurring operational work an event always needs: confirm venue, order catering, finalize signage, brief staff, and so on. If your events follow a repeatable pattern, build a template once and apply it to every new event.

Where to find it

Open an event and click Checklist in the event nav (/t/<slug>/events/<id>/checklist).

Step by step

1. Open the event’s Checklist tab.
2. Click + Add item to create an item. Give it a title and an optional description. Checklist items carry no due date or assignee — for dated, assigned work use the event’s Tasks tab instead.
3. Check items off as they’re completed. Progress is summarized at the top so you can see at a glance how ready the event is.
4. Reorder or edit items as the plan changes.

Checklist templates

Rather than rebuild the same list every time, define reusable templates:

1. Go to Settings → Checklist templates.
2. Create a template (for example “Conference — standard”) and add the items that every event of that kind needs.
3. When you create or open an event, apply the template to populate the checklist in one click. You can then add event-specific items on top.

Tips & limits

• Checklist items cannot be assigned. There is no owner field — an item records who completed it, not who it is waiting on. For dated, assigned work use the event’s Tasks tab instead.
• Templates are a starting point, not a lock — applying a template copies its items into the event, where you can edit them freely without affecting the template.
• Keep checklist items operational; use Tasks for sales-pipeline follow-ups and the agenda for the run-of-show.

Next

• Event documents
• Command Center