Event Checklist
Every event comes with a built-in planning checklist to help you organize everything step by step. The checklist tracks your progress and automatically marks tasks as complete when you perform the corresponding action.
Viewing the Checklist
Section titled “Viewing the Checklist”- Open any event from Events.
- Click the Checklist tab in the event sub-navigation.
You will see a progress bar showing how many tasks are complete, followed by tasks grouped into four categories: Setup, Content, Marketing, and Logistics.
Predefined Tasks
Section titled “Predefined Tasks”Each new event is seeded with 18 planning tasks:
| Category | Task | Auto-completes when… |
|---|---|---|
| Setup | Complete event information | Event has dates, description, and timezone |
| Setup | Add a venue | A venue is assigned |
| Setup | Upload event banner / logo | A banner or logo is uploaded |
| Setup | Create ticket types | At least one ticket type exists |
| Setup | Configure registration form fields | Custom fields are added beyond name & email |
| Setup | Set attendee capacity | Max attendees is set |
| Content | Add sessions to the agenda | At least one session exists |
| Content | Invite speakers | At least one speaker is linked |
| Content | Customize email templates | A template has custom HTML content |
| Content | Create event website | An event website is created |
| Marketing | Add partners or sponsors | At least one partner exists |
| Marketing | Create a promo / discount code | A promo code exists |
| Marketing | Set up an email campaign | A campaign exists |
| Marketing | Publish the event | Event status is Published |
| Logistics | Design attendee badges | Badge settings are configured |
| Logistics | Prepare check-in process | At least one attendee has been checked in |
| Logistics | Test the registration flow | At least one registration exists |
| Logistics | Get your first registration | A confirmed registration exists |
Tip: You don’t need to check off these tasks manually — the platform detects when you’ve completed the action and updates the checklist automatically.
Adding Custom Tasks
Section titled “Adding Custom Tasks”- Click + Add Task at the top of the checklist.
- Enter a task name and select a category.
- Click Create.
Custom tasks can be checked off manually and deleted. System tasks cannot be deleted.
Exporting to External Apps
Section titled “Exporting to External Apps”If you use Trello, Todoist, or Microsoft To Do, you can export your checklist to those apps.
- Click Export to apps at the top of the checklist.
- The checklist is sent to all enabled project management integrations.
- Each app receives the full task list — completed items are marked as done.
Note: You must first enable the integration in Settings -> Integrations and provide your API credentials.
Multilingual Support
Section titled “Multilingual Support”Checklist task names are displayed in your active language (English or French). Custom tasks you add are stored in the language you typed them in.