--- title: Event Checklist Items description: You can create a Checklist from inside the event --- [Skip to content](https://faq.elecate.com/faq/event-checklist-items#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en) 3. [Event & Order Management](https://faq.elecate.com/faq/sales-marketing?hsLang=en#event-order-management) # Event Checklist Items ## You can create a Checklist from inside the event Event Checklist Items allows you to create and manage a task timeline associated with a specific event. Use this feature to track pending actions, assign responsibilities, and ensure all event preparation steps are completed on time. The checklist is accessed from within the event record and opens as a pop-up window called Event Checklist Timeline. 1. Go to ***Sales & Marketing*** in the left side panel. 2. Click on ***Event & Order Management*** option from the drop-down list. 3. Click ***Event Management -All Status Types Included***. 4. On the ***Action*** column, click on the pencil icon to open an event. 5. Go to the tab ***Event Info***. 6. Click on ***Timeline.*** ***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Jul-11-2024-04-32-56-0164-PM.png?width=670&height=337&name=undefined-Jul-11-2024-04-32-56-0164-PM.png)*** 7. The ***Event Checklist Timeline*** pop up window will appear.  ![](https://faq.elecate.com/hs-fs/hubfs/undefined-4.jpeg?width=670&height=370&name=undefined-4.jpeg) 8. On the column ***Action***, click on the pencil icon to open the record and once you filed out the information, click on ***Save***. ![](https://faq.elecate.com/hs-fs/hubfs/undefined-3.jpeg?width=670&height=376&name=undefined-3.jpeg) ### Edit Event Checklist — Form Fields Click the  **pencil icon** on any row to open the **Edit Event Checklist** form: | Field | What It Is | Format | Notes | | --- | --- | --- | --- | | **Group** | Category or phase the task belongs to | Dropdown | e.g., Pre Production, Production, Allergen. Groups related tasks in the timeline | | **Complete** | Marks whether the task has been completed | Toggle (OFF / ON) | Default: OFF. Toggle ON when the task is finished | | **Print Order** | Controls the order in which this item prints | Numeric | Lower numbers print first | | **Description** | Name or label of the checklist task | Dropdown + text | Required. Identifies the task (e.g., Flowers Ordered, Delivery Set) | | **Requested** | Date and time the task was requested or is due | Date + time | e.g., Thursday, June 13, 2024 4:28 PM. Use **\[Select Latest\]** to auto-fill with the most recent date | | **Vendor** | Vendor associated with this checklist item | Dropdown | Optional. Select Primary Vendor if the task involves a supplier | | **Contact Phone** | Phone number of the vendor or contact for this task | Text | Optional. Auto-populated or manually entered | | **Sales Person** | Salesperson linked to this checklist item | Dropdown | Optional | | **Quantity** | Quantity related to the task | Numeric | Default: 0 | | **Department** | Department responsible for completing the task | Dropdown | Optional. e.g., Production, Kitchen, Logistics | | **Notes** | Additional context or instructions for the task | Free text (multi-line) | Optional. 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