Event planning
Product launch plan for people who run events. Every event task has an owner, a vendor and a budget line, the checkpoints count back from the event date, and in the final week the team gets the day's tasks every morning.
El resultado
Every event task has a vendor and a budget line, and owners get daily reminders in the final week.
Mírala en acción
La propia plantilla, con sus registros de ejemplo. Explórala antes de usarla.
Qué hay dentro
Todo lo de abajo viene funcionando, con registros de ejemplo, listo para que lo adaptes.
6 tablas
- Event
11 campos
- Team
7 campos
- Workstreams
6 campos
- Checkpoints
13 campos
- Tasks
17 campos
- Vendors
5 campos
1 automatización
- Daily reminder
Todos los días a las 09:00
2 aplicaciones
- Event plan
Una aplicación sobre las tablas
- Playbook
Una aplicación sobre las tablas
Conexiones
No necesita cuentas externas.
Ejecuciones de automatización
Unas 30 ejecuciones al mes
Sobre esta plantilla
En palabras de Jocky.
Qué hay dentro
- Tasks: owner, vendor, budget and actual cost, due date, and status
- Vendors: who you pay, what they do, the contact, and their email
- Risk check (AI): flags a late task and the checkpoint it blocks
- Daily reminder (automation): in the final week, every morning at 9, the day's tasks go to your Slack channel, or by email to each owner until Slack is connected
- Checkpoints: venue booked, vendors confirmed, final week, walkthrough, and event day, dated back from the event
- Event plan (app): my tasks with Mark done, all tasks, checkpoints, budget vs actual per workstream, and the Go/No-go call at the walkthrough
Get started
- Set your event date. Checkpoints move with it.
- Add your vendors and budget. A vendor and budget line on each task.
- Invite your team. They sign in with an email code.
Connect after you install. Optional: grant Slack as SLACK to the Daily reminder and put your channel in Event. Without it, reminders go by email.
Playbook. The first thing in the project walks you through every step, including connecting Slack, and ticks them off as you go. Delete it once you're done.
Sign-in. Your team signs in with Teable or a one-time code sent to their email.
Comes with sample data for a made-up town fair, Riverfront Fair. Every sample email is on example.com, and nothing is connected until you connect your own accounts.
1 clic. 1 frase. Tuya.
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Haz clic en «Usar plantilla» en esta página. Sus 6 tablas, 1 automatización y 2 aplicaciones se abren en tu Teable ya funcionando, con registros de ejemplo. Nada que instalar, nada que configurar.
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Cuéntale a Teable AI qué cambia en tu caso, con tus propias palabras: «Add a sponsors workstream and a thank-you email after the event». Adapta los campos, los pasos y las pantallas.
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Su automatización funciona sola. Tú solo te dedicas a lo tuyo.
Plantillas
Más para eventos
Primero las más usadas.
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Wedding Planner Studio
Run every wedding from booking to the big day, and share it with each couple: a roadmap that builds itself, a budget that starts from your package, vendor choices the couple can make, and payments with receipts.
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Club memberships and dues
Keep your member list up to date, track who has paid their dues, and remind members before their membership runs out.
Empieza con Event planning
1 clic para empezar, 1 frase para adaptarla a tu negocio. Sin desarrolladores y sin la aplicación que ya tienen todos los demás negocios. ¿Quieres ayuda para configurarla? Nuestro equipo puede hacerlo contigo.
