event-planning-rs1

The Challenge

Since we’ve seen this specific request countless times, we decided to roll up from instances within this one project. Typically centering around a larger company event, we’ve created Event Planning processes from holiday parties to charity golf tournaments. Our clients are convinced there’s a better way to track these events instead of keeping up with a barrage of emailed RSVP’s and speadsheet trackers.

The Solution

By utlitizing Smartsheet and Monday.com, we’ve been able to significantly improve a company’s tracking for events while making it easy to re-create/duplicate these trackers for future events. Within these trackers, we are able to setup automations to allow for timely notifications such as follow-up reminders.

The Tools

Process Maps

Smartsheet Forms

Monday