TEMPLATE · MARKETING

Event planner template

Every event you run or attend, with its to-do list, its guest list and what it is costing. Add it to your workspace and it starts with your own data.

Event plannerExample data
NameStatusBudgetSpent
Customer evening, NairobiPromoting3,5001,900
Webinar: year in reviewBooked3000
Africa Logistics ExpoBooked12,0006,000
Partner breakfast, LondonPlanning1,8000
Year-end partyIdea2,500

WHAT'S INSIDE

Laid out and ready on day one.

4 pages your team opens every day, each with the views it needs.

Page · 01

Calendar

  • Headline figures
  • Calendar of events
  • Tasks due next
  • Budget used
Page · 02

Events

  • Board of events
  • Table of events
Page · 03

Tasks

  • Who is doing what
  • Table of tasks
Page · 04

Guests

  • Table of guests
  • Add a guest
  • Replies

FILLED FROM YOUR APPS

Starts with your own data.

When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.

  • Events from your calendar

    Conferences, trade shows, launches and customer evenings in your calendar.

    From Google Calendar or Outlook

  • Replies to your invitations

    Who said yes or no to an invitation, linked to the event.

    From Gmail, Outlook or your AI teammates' inbox

ON YOUR DASHBOARD

Its numbers, where you look first.

Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.

Upcoming events

in 9 daysNext event
2Tasks overdue

Event budgets

$24,100Budget
$10,250Spent

Figures from the template’s example data

Start from the Event planner template

Add it to your workspace, choose where its data comes from, and your team can work in it today.