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Event planning template

Plan your next event and simplify all the details.

Includes
Workflow
Summary
Board
List
Calendar
Timeline
Reports
Forms
Automations
Use template
Calendar view in Jira Work Management
Problem solving window

Intuitive workflow

Capture every easy-to-miss detail. Change workflow steps to match the scale of your specific event.

Multiple documents

Powerful tracking and reporting

Use our pre-configured custom fields or add your own to track costs. Create event planning checklists, reports, or cross-project dashboards for a wider scope.

Focus mode

Seamless collaboration

Keep everyone aligned with the calendar view, deadlines, and reminders.

Use template

Featured product: Jira Work Management

The work tracker for business teams to stay on top of every type of task, from business as usual to ad-hoc requests and recurring work. Learn more

“The easiest way for teams to handle event planning tasks — whether it’s talking to vendors, designing assets, or obtaining approvals.”


Roman Bugaev

CTO, Flo

Flo logo

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How to get started with the event planning template

1. Add tasks to your team’s list Copy link to heading Copied! view +
  

You can choose whether to use the list, board, or calendar view to add tasks to your workflow. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.
2. Add start and due dates Copy link to heading Copied! view +
  

You can set start dates and due dates to your tasks. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.
3. Prioritize and organize Copy link to heading Copied! view +
  

You can quickly sort your list by priority to stay on top of your most important tasks.
4. Automate work Copy link to heading Copied! view +
  

Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

Ready to use this template?

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