Executive business trip desk: itinerary, briefing and budget

What goes on the desk

• Document ‘Trip brief and itinerary’ (widget document)
• Spreadsheet ‘Trip budget’ with a formula checking the policy cap (widget spreadsheet)
• Map widgets for the hotel and meeting venues (widget map)
• Calendar (in beta) (widget calendar)
• Contacts for hosts and attendees (widget contacts)
• Tasks ‘Still open’ (ticket flights, confirm the dinner venue) (widget tasks)
• Inbox for the trip’s mail by rule (connected mailbox) (widget inbox).

Set it up

create the desk with the departure date as its due date; import the budget sheet; add a map per city.

1. Create a desk named for the real outcome, client or deadline.
2. Add the suggested widgets and rename each one for the job it performs.
3. Bring in the existing files or tables before inventing another copy of the information.
4. Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.

Open this desk in the interactive demo

Use it day to day

confirm items, tick tasks, send the final itinerary from the document.

A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.

A worked starting point

Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.

Where Plexii helps

Plexii answers what is still unconfirmed from the desk, with sources (ai assistant); the Document’s Draft with AI writes a briefing section you review (widget document).

Related resources

• demo
• board pack
• meeting agenda builder