Event planning workflow for Tallyfy

Plan events without the last-minute scramble

Event planning falls apart when tasks slip through the cracks. This checklist keeps team lunches, board meetings, conferences, and holiday parties on track from initial planning through post-event reporting.

14 steps

Import into Tallyfy Preview steps

Entertainment Planning

Run this workflow in Tallyfy

Import this template into Tallyfy and assign your event management team to planning tasks while routing director approvals to leadership

Configure deadline rules with week-based timelines for vendor coordination, use dropdown fields for event type selection, and capture budget allocation and vendor requirements in form fields

Track the full 14-step process in real-time through Tallyfy as your team handles invitations, vendor confirmations, procurement, and 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-7644056}} {{names-of-team-members-7644077}} {{approximate-capacity-7644070}} {{location-7644074}} {{types-of-vendor-if-required-7644073}} {{allocated-budget-7644071}} {{point-of-contact-for-event-7644072}}

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