Introduction
The flexibility of checklists in Timeline Genius allows you to use them in various ways, tailored to different participants in the event planning process. Whether you need to keep clients, vendors, venues, or just yourself organized, Timeline Genius has you covered.
Versatile Uses for Checklists
Client Tasks:
Engage Your Clients:
Create checklists specifically for your clients. Share the checklist with them and allow them to check off tasks as they complete them.
Share Progress:
Keep your clients updated on what needs to be done and their progress by utilizing the Remind features.
Venues and Vendors:
Task Management:
Use checklists to keep venues and vendors informed and on schedule.
Set Reminders:
Assign tasks and set reminders to ensure that vendors and venues are aligned with your event timeline.
Planner Tasks:
Stay Organized:
Keep track of your own tasks as the planner. Use checklists to manage your workload and ensure nothing is missed.
Customizable Views:
Customize the checklist view to focus on your specific tasks and deadlines.
Mixture of All:
Collaborative Planning:
Use a combination of the above approaches to create a collaborative environment. Share checklists with clients, vendors, and venues, and assign tasks accordingly.
Assign Tasks and Set Reminders:
Tailor your checklist to include tasks for everyone involved in the event planning process. Set reminders for specific collaborators, including yourself.
How to Share and Assign Checklists
Choose Who to Share With:
Select "Checklist Actions" in the top right corner, then select "share." Choose who you'd like to share the checklist with, and select "Send Invite."
Assign Checklist Tasks:
Assign tasks to specific collaborators, ensuring everyone knows their responsibilities.
Set Reminders:
Set reminders for each task to keep collaborators on track and ensure timely completion.
Benefits of Using Checklists
Improved Organization: Keep all event tasks organized and easily accessible.
Enhanced Collaboration: Facilitate better communication and coordination among clients, vendors, venues, and planners.
Customizable and Flexible: Adapt checklists to fit the unique needs of each event and collaborator.
By leveraging the versatile functionality of checklists in Timeline Genius, you can streamline your event planning process and ensure everyone involved is on the same page.
Need More Help?
For further assistance or questions, feel free to reach out to our support team. We’re here to help you make the most out of your experience with Timeline Genius 🙂