Event management workflow for Tallyfy

A repeatable process for every company event

Stop reinventing the wheel every time you plan a team retreat or company party. This procedure gives you a standard checklist that covers everything from vendor requests to post-event reports.

14 steps

Import into Tallyfy Preview steps

Entertainment Planning

Run this workflow in Tallyfy

Import this template into Tallyfy and assign event coordinators to planning tasks while routing Group Head approvals through the proper chain

Configure weekly deadline rules for vendor coordination and RSVP tracking, use multiselect fields to capture vendor types needed, and add fields for budget allocation and attendee capacity

Track the complete 14-step event lifecycle in real-time through Tallyfy from objective setting to invoice processing to post-event documentation

Import this template into Tallyfy

Process steps

Enter objective and catergory for event

2 days from previous step

task

Describe type, goals and details of this event:
Event Name: {{event-name-1695721}}
Tentative Event Date: {{tentative-event-date-1695722}}

Form fields in this step

Enter type of event

Objective of this event

Notes

Create event management team

1 weeks from previous step

task

Assign members to manage this event internally if required

Form fields in this step

Names of team members

Responsibilities

Decide event attributes

5 days from previous step

task

Enter information on resources needed for this event.

Form fields in this step

Approximate capacity

Location

Types of vendor, if required

Allocated Budget

Point of contact for event

Hotel booking required?

Notes

Determine program schedule and details

5 days from previous step

task

Describe the schedule of this event and who will be co-ordinating or hosting this event.

Notes:
{{enter-type-of-event-7643615}}
{{names-of-team-members-7643636}}
{{approximate-capacity-7643629}}
{{location-7643633}}
{{types-of-vendor-if-required-7643632}}
{{allocated-budget-7643630}}
{{point-of-contact-for-event-7643631}}

Form fields in this step

Who will host this event?

What material do we need to prepare for this event?

Enter sample welcome speech here:

Notes