Events
Describe the event. Get the whole plan.
Talk it through or type it in a couple of minutes, or fill in the form. Events writes the plan: the schedule, the teams and their tasks, and the checklists. Print it or save a PDF.
How it works
Say what it is. Read the plan. Print it.
A grand opening, described in two minutes, becomes a plan the whole team can work from.
unitetools.com/events · Grand openingExample data
Grand opening · Reyes Bakery
Setup and samples outFront tables, sign at the door
Doors openFirst 50 get a free concha
Ribbon cuttingChamber photo, two minutes
Raffle drawingNames from the sign-up form
TeamsSetup · Counter · Program
Checklist12 of 18 done
PrintSave as PDF
Example plan · illustrative data
- Describe itBy voice or typing: what it is, when, how many people, who’s helping. Or use the form.
- Read the planThe schedule, the teams with their leads and tasks, and checklists. Change anything in the form.
- Print itPrint it or save a PDF for everyone working the day.
Everything it does
What Events does today.
Describe it
- Talk it through or type it
- Or fill in the form, field by field
- Works for grand openings, open houses, fundraisers, services and meetings
The plan
- A schedule, one line per moment of the day
- Teams with a lead, members and their tasks
- Checklists by category, from setup to clean-up
- Headcount and the basics in one place
On the day
- Print the plan or save it as a PDF
- Change any part and print it again
Events writes the plan. It doesn’t keep a guest list or RSVPs (sign-ups live in the CRM) or check people in at the door (that’s Check-In, coming soon).
Who uses it
For the days small businesses can’t afford to wing.
Works even better connected
On its own, it writes the plan. Connected, the plan sits on the job card.
Inside Unite, the event plan sits on the job with the people, the proposal and the crew’s tasks.