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Event planning template

Plan your next event and simplify all the details.

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best for

Operations

key features

Task planning

Prioritization

Pipeline management

What is an event planning template?

The event planning template keeps track of all event planning tasks so all of your team's events, big and small, go smoothly.

What does the event planning template include?

Board

The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

Backlog screenshot

List

The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view

Calendar

The Calendar view helps you visualize and plan work. It makes it easy to see when tasks are due and get a quick glance at the next few weeks and months.

Calendar screenshot

Timeline

The Timeline view provides a Gantt-style chart that can be used to visualize and plan the timing, duration, and dependencies of tasks within your project. It enables you to easily see how long tasks take to complete and when things will land.

Timeline view

Reports

Get a high-level overview of your project's progress, priorities, activities, workload and more in the Summary view. Access a range of pre-configured reports that show statistics for people, projects, tasks, and more.

Timeline view
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.

How to get started with the event planning template

This template uses Jira to help your team plan, collaborate, and execute events.

1. Add tasks to your team’s list
  

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
  

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
  

You can quickly sort your list by priority to stay on top of your most important tasks.

4. Automate work
  

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.

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