Let's take a look at how Timelines and Tasks can help your team stay on track!

Navigate to the Timeline & Tasks section to manage and track all event-related tasks in a single, organized view.

This task timeline is preloaded with resources to support best practices for event planning, design, marketing, production, and reporting.

You can customize this list by adding, removing, editing, reviewing, and assigning tasks, so you can seamlessly manage your own custom process.

Let's click a specific task in the timeline to review its details or update its progress as the event approaches.

You can use the status dropdown to update a task’s progress, marking it as started, in review, or completed as needed.

Click the Edit button to modify task details such as description, due date, assignees, or status.

Edit the task information in the provided text field to ensure your task is aligned.

Click Save to apply your changes and update the task in the event timeline.

Update the task status from the dropdown to reflect its current progress and keep your event planning on track.

Set a task to In Review status to indicate it is currently being evaluated or checked by your team.

Use the Task Type filter to focus on specific categories of tasks, such as Planning or Production, for streamlined management.

Filter tasks by status to quickly see which items are not started, in progress, or completed.

Click Users & groups to manage team assignments and ensure the right people are responsible for each task.

Click Add Task to create a new action item and assign it to your event timeline.

Add the task information in the provided text field to ensure your task is aligned.

Add a watcher to the task to keep them informed about any updates or changes.

Click Save to add your new task to the event timeline and notify assigned team members.

Not the right time? Click on a task in the timeline to review or update its details during your event preparation.

Edit the task to update its details, such as description, due date, or assignees, ensuring accuracy and clarity.

Change the due date to reschedule the task and adjust your event planning timeline as needed.

Select a new date in the calendar to update when the task should be completed.

Click Save to apply changes and keep your event planning timeline up to date.

Open a specific task to view or update its details and track its progress.

Close the task details popup to return to the main event timeline and continue managing other tasks.

Click on a task to view, update, or assign responsibilities as part of your event planning process.

Use the status dropdown to update the task’s progress, marking it as started, in review, or completed as needed.

Need to view the timeline and tasks as a list? Click the hamburger menu to switch to list view.

Click on the watcher action to make an edit.

Click on the pencil to edit the task.

Click on the trash can to delete the task name.

Delete the task by selecting the trash can.

Delete the task by deleting the task.

Next, we'll cover Guests to understand how we can invite and review the guest list for the events.