Luella Mauzy April 10, 2020 Checklist Template
I see the spreadsheet as my notepad for all details. 2. The database style checklist is great for template style event detail. You can program in a variety of fields and the database functions easily. Most professional event planning software is really just a database with a user friendly interface. The database also works really well for pulling detail from a variety of other electronic sources, such as pdf files, jpg`s and word documents. Databases also work really for communicating details to others because of their slick interfaces.
It also works well within teams where tasks have to be scheduled to every member of the team. As tasks are completed, it is ticked off and new tasks are assigned. The display options can be altered as needed. Web based intranet applications will be best suited in this particular scenario.
Once your list is created you need to start putting your tasks in the order that they are going to need to be done. For instance, you can not start worrying about prepping the food until you buy the groceries, and you ca not start buying groceries until the menu is written. Try to create some time order to your entire task list.
Here are few important things to remember when you build your checklist: 1. The devil is in the details. Include as many details as possible, even if for your own reference. 2. Include an autodate/time stamp function so each time you update the checklist, the file keeps track of when you did it. 3. Incorporate a way to communicate your checklist. Not every event participant needs your level of detail, nor does everyone need to see the budget. But do develop a nice summary style interface that people can scan for information. Spreadsheets do not lend themselves well to this, but something like Bento by filemaker does. Linking spreadsheet detail to your database is simple. 4. Also incorporate a way to quickly and easily communicate checklist details to everyone. In Bento it is very easy to pull email addresses from your contacts and send the information in just a few keystrokes.
The sharepoint packing includes various templates that users can make use of to compile their information in the manner which is relevant to them. The templates are adaptable and one can also create a new structure from scratch. The visual appearance of the templates can be changed and this is especially handy when the information will be used on websites. One can simply adapt them with company logos and corporate colors.
Follow the tasks on your checklist and tick them off as you complete them. You may find it handy to keep an updated version on your computer where you can add notes such as deposits paid and when final payments are due. Use a notebook to record any notes rather than writing them on the checklist itself as it can soon become crowded and illegible!