Skip to main content

Best Free Event Planning Template - How to Build It Step-By-Step


 For a better execution efficiency, market operators use event planning template to help them manage and carry out their tasks.

Save time with Event Planning Template

These templates also include a variety ecological of custom fields as well which are very useful to help users keep track of any additional details that are important to their tasks.

For example, users might have a due date custom field for product delivery date. If they’re waiting on a vendor to ship something for an event, they could also have an email field to keep track of contact information for a vendor or a customer.

Tracup_template_entire_pageAnd a few of the other examples that are included in this template would be things like a label custom, to keep track of what event a task pertains to.

Tracup_event_planning_custom_fieldThis might not be an optimal setup for users, because they need to be able to manage a larger scope of work related to a smaller number of events.

Tracup_task_type

If that’s the case they may want to check out the event planning template, this one is set up a little bit differently in that it shows them how users could use a Tracup list for each event that they’re overseeing or planning. So this enables users to have tasks in each list that are related specifically to just one event, so users can really create a task.

Different Stages of Event Planning

Tracup event planning template conclude five different stages of event planning process.

Here are the description of each of them:

✔[Activity Planning Stage]:

Tracup_template_for_planning

  • The specific process, participants and materials of these activities is required by planning schemes in detail.

👌[Activity Preparation Stage] :

Tracup_preparation_stage

  • Execution of Activity Planning: The specific process, participants and materials of these activities is required by planning schemes in detail.

  • Production of Online Activity Landing Page: The theme of activity should be emphasized, as well as process and content of activity should be shown in online activity landing page.

  • Script of Introduction Video

  • Follow-up the Design and Production of Offline Event Brochure: Design of brochure

  • Follow-up the Customized Activity Gifts: Contact suppliers in advance and check the quantity, category and requirements of gift.

🖐[Activity Execution Stage]:

Tracup_excution_stage

  • Daily Provide Potential Clues of Clients For Sale During Activity: For better follow-up of the salesman, clients registered during activity should be collected.
  • Online Promotional Activities on Various Platform: Operational apartment needs to promote online activity and put introduction and details on the third-party platform.
  • Offline Activity Propaganda
  • Share Activity Content Around Community During Activity

💹[Activity Data Summarize]:

Tracup_summary_review_stage

  • Data Summarize of Online Operation: Summarize and Sort data of online operation during activity. Summarize CTR of public account, twitter and Facebook.
  • Conversion Rate of New Users that Have Already Paid
  • Renewal Rate of Existing Users
  • Total Sales During Activity

👁‍🗨[Activity Review Stage]:

  • Summarize and Review of Online Introduction
  • Review Questions During Execution Stage

The Template Default

Task Status:✔[Activity Planning Stage]👌[Activity Preparation Stage] 🖐[Activity Execution Stage]💹[Activity Data Summarize]👁‍🗨[Activity Review Stage]
Task Type:[Execution], [Data Summarize], [Review], [Planning], [Material Preparation]
Custom Field:Apartment, Manager
Task View:List, Board. File, Wiki
Custom Field can be shown:Create Time, Expire Date, Assignee, Type, Apartment, Manager


Keywords: Project management template, Event planning, Activity Planning Stage, Review Stage, Event planning template, Tracup

Labels:

Comments

Post a Comment

Popular posts from this blog

What Is The Best Sale CRM Tools For Startups And Small Business

  With Tracup, users can make and save tons of templates to reuse in the future and save even more time. It all starts in the project template center. Project Templates Overview Tracup  can now become your  Sale CRM Tool  or  customer management  hub. Come to the  project template center  to set up a ready-to-use template that works for users. Set users lists with phone numbers,  service plan ,  transaction amount  and prospect status that show how to take action in a glance. The  custom fields  expand the number of columns available on a  List view ,  Board ,  File  and  Wiki . So now contact details will be immediately available just on the list view without clicking through to specific task details. Create A Template Users can get here in a following ways. Click the menu of the location users want to apply the template or if they’re an admin or owner. Users can access center from their workspace...
Post a Comment
Read more

Awesome Discord Slash Commands But How To Use In Tracup And Locations Where Can Use Them?

The Slash Commands  allows the user to invoke the application by entering a string in the task composition box, triggering interaction with the application directly from Discord and Tracup Task box . If you’ve never used  Slash Commands  before, say hello to your new best friend. This feature takes saving time to a whole new level. Instead of having to click around and hunt for the right buttons, options or pages. The actions you need to select text format, embed web links and more are always at your fingertips. In order to remove the unnecessary procedures, Tracup created a game-changing feature: “/” Slash Commands in Tracup . Use this feature to quickly add elements like, media, external content or change text format. What you’ll need To use /Slash Commands, navigate to a location where they can be applied. We’ll start with using slash commands in tasks. Once your task is created, hit the forward key in the task title. First things first, let’s assign this t...
Post a Comment
Read more

How To Manage Works On Tracup Board View?

Board view is ideal for agile teams due to its fast and powerful drag-and-drop interface. Here's how to use Board view to advantages in Tracup and provide some pro tips to help move faster right away! One of the most special views in Tracup is the board view, and the board view is also known as a Kanban board. Board view is a special way to manage their tasks and teams. And it is also a visual way for their to manage tasks and drag and drop anything through a workbench. Instructions in details If users want to enter the board, they need to click the board option in the view selector at the top of  Tracup  page. At the top of the view board, there are bunch of types of tasks exit on board. Here they can see each status for this group of tasks. And they also can customize status at the folder or list level. By default tasks in board view are grouped by status and arranged vertically by their order. If they would like to convert something different such as assignee, tags, due da...
Post a Comment
Read more