Event Management Template

A structured approach to planning events. Break your event plan down into stages, assign due dates to tasks, and track progress on a visual timeline.

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1 project 5 folders10 sample tasks1 dashboard
#Marketing#Event Marketing

A complete event planning, scheduling, and management system

From planning the big picture to handling tiny day-of details, successful event managers are masters of switching focus between the micro and the macro. Planning an event requires hundreds of moving parts to align, and the modern corporate event planner must be able to both zoom out to the birds-eye view and quickly dive into the weeds when necessary. This flexible event planning template is more than a simple checklist — it’s a complete event coordination, management, and scheduling system.

Break events down into stages, coordinate schedules, manage due dates, assign tasks and track their progress on a visual timeline. With an interactive Gantt chart, dynamic calendars, and multiple work views, Wrike offers powerful features that are unmatched even by dedicated events management software. Move beyond a basic event planner checklist and try Wrike’s customizable event management template to take your events to the next level.

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How to use the Event Management Template in Wrike

This template will help you get up and running quickly with Wrike. Use it as a reference event planning project to learn how Wrike works or to start managing a real event today. The guide below will show you how to:

  • Break your event down into tasks and assign them
  • Plan your event and track performance using the Table view
  • Review event planning progress using the dashboard

Start by defining the stages of your event. Use folders to represent each stage. This template comes with five sample stages to get you started:

  • Planning
  • Logistics
  • Creative
  • Event
  • Follow-up

Feel free to add, rename, or delete any of these folders and customize this template to meet your needs.

Next, break down each stage into actionable items called tasks. Tasks can be assigned to one or more members of your team. This template includes some sample tasks that can be renamed or deleted as needed. To assign a task, select it from the list, click Add assignee, and select a member of your team. If the person is not in Wrike yet, simply add their email address and an invitation to join Wrike will be sent to them.

After a task has been assigned, click on the date selector to set the start and due date.

To get an overview of progress, click on the event name in the folder tree on the left, and then click on the Gantt Chart view. This displays the project and all tasks on an interactive and dynamic timeline. This birds-eye view can help you spot any bottlenecks or roadblocks to ensure you meet your deadlines. To adjust the length of any task, simply drag the due-date marker.

This template also includes a preconfigured dashboard that allows you to see which tasks have been started, are overdue, or due this week. To customize this dashboard, click New Widget at the top of the screen, and select any one of our helpful widgets. These widgets are configured to display a variety of data so you can get all the critical information you need at a glance.

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Event Management resources

Learn from insightful case studies, ebooks, and whitepapers.