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Set up planning: cost categories, task statuses and task lists

Updated

This article explains how to define the basic settings under Planning › Settings that all events in your organisation use.

REQUIREMENTS

  • A role with permission to configure planning (Company Owner and Admin)

SETTINGS AT A GLANCE

In the main navigation, open Planning › Settings.

Area Content
Cost categories Cost areas such as catering, technology or venue, which you use to organise your budget, quotes and costs
Task statuses The columns on your task board, e.g. Open, In progress, Completed
Task lists Reusable templates for tasks, e.g. a checklist for every event
Finances VAT rates and a default reserve for new event budgets
Sponsorship packages Templates for sponsorship packages

CREATE COST CATEGORIES

  1. Open Planning › Settings › Cost categories.
  2. Create a new cost category and assign it a name.
  3. Click Save.

Clicking a cost category opens a flyout.
There, you can see where the cost category is used and rename, archive or delete it.

DEFINE TASK STATUSES

Each status represents a column on the board. Use the counts as completed option to specify which statuses are considered complete, e.g. for overdue tasks.

Important: There must always be at least two statuses.

CREATE TASK LISTS

  1. Open Planning › Settings › Task lists.
  2. Create a new list and assign it a name.
  3. Add entries with a title, cost category and timing, e.g. “30 days before the event starts”.
  4. Click Save.

You can then apply this list to any event.
The Planner calculates the due dates based on the event start.

Note: Cost categories and statuses that are already in use cannot be deleted. Archive them instead. The dialogue explains the reason.

DO YOU HAVE ANY QUESTIONS?

If you have any questions, our Customer Service Team will be happy to help.

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