Templates · Operations

Event planning

Run a conference or offsite: tasks, guests and RSVPs, vendors and the budget.

Use this template

3 tables, 19 sample records.

Tasks

6 fields, 7 sample records; views: Checklist, Board, Calendar.

TaskSingle line textStatusSingle selectDue dateDateOwnerSingle line textVendorLink to another recordNotesLong text
Sign the venue contractDoneSep 15, 2026Gus MoreauHarbour Hall
Open registrationDoneOct 1, 2026Hana Silva
Confirm the catering menuDoingNov 2, 2026Gus MoreauGreen Fork CateringTwo vegan mains, one gluten-free dessert.
Book the AV crewDoingNov 6, 2026Ivo HaddadBrightline AV
Print badgesTo doNov 20, 2026Hana SilvaPaper Lane Print

Guests

7 fields, 7 sample records; views: Guest list, RSVP form.

NameSingle line textEmailEmailCompanySingle line textRSVPSingle selectTicketSingle selectDietary needsMultiple selectChecked inCheckbox
Femi Okaforfemi@example.comAcmeGoingSpeakerVegetarian
Chloé Lindqvistchloe@example.comGlobexGoingAttendee
Dev Novakdev.novak@example.comInitechMaybeAttendeeGluten-free
Eun Pateleun@example.comHooliGoingSponsor
Jun Haddadjun@example.comTech DailyInvitedPress

Vendors

7 fields, 5 sample records; views: Grid view.

NameSingle line textServiceSingle selectCostCurrencyPaidCheckboxContact emailEmailPhonePhone numberTasksLink to another record
Harbour HallVenue€12,000checkedevents@harbourhall.example.com+31 20 555 0110
Green Fork CateringCatering€8,400hello@greenfork.example.com
Brightline AVAV€3,600bookings@brightline.example.com
Paper Lane PrintPrinting€450checkedorders@paperlane.example.com
Studio LumenPhotography€1,200studio@lumen.example.com