Event planning desk: suppliers, registrations and the run sheet

What goes on the desk

• Document ‘Run sheet’ (time, segment, owner, notes) (widget document)
• Table ‘Suppliers’ (Supplier, Service, Quote, Status (single select), Contact) as Kanban by status (table views)
• Chart ‘Registrations by ticket type’ from a registrations table (widget chart)
• Tasks ‘Checklist’ with due dates counted back from the event (widget tasks planning)
• Contacts for suppliers and speakers (widget contacts)
• Map with the venue (widget map)
• a Timer per run-sheet segment, pinned to a corner on the day (widget timer).

Set it up

give the desk the event date as its due date (desk create); add the checklist tasks with due dates.

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

weekly supplier check; on the day run the timers.

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

Build a table with AI drafts a supplier or checklist table for you to review (widget table ai); Plexii answers what is still unconfirmed from the desk, with sources (ai assistant).

Related resources

• demo
• meeting agenda builder
• work breakdown structure
• gantt chart