Templates are the core of Partytrick — think of them as your event’s ready-to-go game plan, or a paint-by-numbers for streamlined event execution. Each template is a pre-built event guide packed with curated content: visual inspiration, setup tips, product recommendations, packing check-lists, vendor notes, and a timeline that covers everything from pre-planning to follow-up.
In the Templates tab on your dashboard, you can browse our collection, preview details, and choose the one that best fits your occasion. Once selected, it becomes your customizable command center for the event.
This guide walks you through how to explore, select, and set up a template for your event.
Getting Started: Dashboard Options
When you log in to Partytrick, your Dashboard gives you two ways to start:
Browse Templates – Explore our full catalog of templates for inspiration or to launch an event with a head start.
Create New Event – Jump straight to setting up your event details from scratch.
You can always browse templates first and then apply one, or start an event without a template and customize it later.
Setting Up a New Event
Click Create New Event from the dashboard or from the Events tab. A dialog will appear where you’ll enter your event details:
Required: Event name, location, start date & time, end date & time
Optional (editable later): Event description, collaborators or co-hosts, thumbnail image for your dashboard
Tip: You can adjust or add details anytime by clicking the Edit button in the Details tab of your event.
Once you click Save Event, you’ll land on your Event Dashboard, which includes:
Details tab: Event info (name, date, time, location) plus a quick stats widget for invites sent, RSVPs, and a countdown to your event.
Plan tab: Tools to design the look and feel of your event.
Invites tab: Where you can manage guest lists, invitations, and announcements.
Designing Your Event: The Plan Tab
Within the Plan tab, you’ll find two key sections:
1. Design
Click Edit to create your event’s look and feel.
Browse or search our mood images by theme, vibe, or occasion, then select the visuals that best capture your event.
Click Save Plan to lock in your mood board.
2. Plan
This section organizes everything you’ll need to bring your event to life. It’s divided into chapters, each with subcategories to help you find, add, and save items:
Set the Scene: Décor, tablescapes, linens, lighting, and other styling essentials.
Feed the Crowd: Food, drinks, and menu ideas.
Create Connections: Activities, entertainment, playlists, games, conversation cards, etc.
Make it Personal: Invitations, announcements, swag, welcome bags, favors, and gifts.
Keep it Running: Prep, service, storage, cleanup, and other logistics.
Dress the Part: Attire and styling ideas for hosts and guests.
Browse recommended products and DIY ideas or search by mood, vibe, or event type. Use the “+” icon in the top-right corner of each section to add items to your plan, then click Save Plan to confirm your selections.
Building Your Event Timeline: The Execute Section
At the bottom of the Plan tab, you’ll find the Execute section where you manage your event’s timeline:
Select a timeline template that matches your event type (e.g., Birthday Party, Kid’s Party).
Once selected, all recommended tasks automatically populate your timeline based on your event’s date and time.
Add your own tasks with Add New Task, or edit/delete existing ones using the menu options.
Note: Setting your event’s date and time ensures tasks align with the correct timeline. Without these, tasks will not be scheduled properly.
Creating an Event from a Template
If you click Browse Templates from the dashboard:
Use filters (by occasion, type, or theme—like Baby Shower, Bachelorette, Seasonal, etc.) to find the perfect match.
Open any template to see a preview page with:
Theme and purpose
Visual inspiration and setup tips
Suggested elements (products, recipes, décor, etc.)
A preview of the pre-loaded timeline & tasks
Click Create Event from Template to open the same event setup dialog as above.
Once created, the event will appear in your dashboard with:
A pre-loaded mood board you can edit or swap out
Chapters already filled with recommended products and recipes
A timeline of tasks tailored to the event type—all customizable, so you can add, remove, or edit as needed.
Using a template gives you a strong head start while keeping every detail fully customizable.
Summary
With your event set up and your template selected, you’re ready to bring your vision to life. Whether you’re hosting something big or keeping it casual, your Partytrick tools—mood boards, curated elements, tasks, and more—are here to keep you organized, inspired, and stress-free.
Need help along the way? Our support team is just a message away. Don’t forget to check out our other guides for tips on design, budgeting, timelines, and more.