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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.

  7. The Event Checklist Timeline pop up window will appear. 

  8. On the column Action, click on the pencil icon to open the record and once you filed out the information, click on Save.

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. Use for handoff details, special instructions, or follow-up notes