Using our Planning Checklists

Easy Guide to Using our Planning Checklists

Step-by-Step Instructions

Using our planning checklists is a breeze. Our comprehensive checklists are event-specific but the instructions are common to all.


To change a task:

Simply overwrite what’s in the current task box.  This task will have the due date of the original task.

To add a task:

  • Add another row within the checklist by right clicking on the row number, then clicking ‘insert one above/below’.
  • Merge the three cells within the task box area for uniformity.
  • NOTE: This new task won’t have a due date.  You can add one manually, if you want, and it will still have the properties of turning yellow and red.  You may want to assign someone to this task right away so you know that it’s being taken care of.

To delete a task:

Simply right click on the row number, then click delete row.

To assign people:

Type their name in the ‘person assigned’ box.  If you are working with people through google, people can add their own names.

To filter information:

Click the triangular icon in the title cell of a column, then select criteria.

Here are some common questions you might want to filter for:

  • To see what still needs to get done: Use the ‘Done?’ heading, select ‘FALSE’ for criteria..
  • To see all tasks for a specific person: Use the ‘Person Assigned’ heading, select only that person’s name.
  • To see a specific task type: Use the ‘Task Type’ heading, select only that specific type of task.

To change a due date or reorder tasks:

If you want to reorder a task, you can manually change the due date.  This will make the task not change due dates if you change your event date, but it will still change colors when the date is approaching or has passed.  If you want the tasks to be in order by due date with this change, you can drag that row to where it would belong, or sort by due date.

FAQs on using our planning checklists:


How is the checklist sorted? 

Descending date order.

I accidentally deleted a task.  Can I get it back? 

If you just deleted it, you can undo the action (ctrl +z). You can also check the last edited version on google sheets and find the version before you deleted the task.

Do I need to make an account on EEP to use the checklist?

No.

What if the date I had planned for my event changes?

You can change the date in the checklist, and it will autoscale to the new date.  This will not apply to tasks you manually edited the date of or new tasks you added yourself.

What do the different task types mean (Photography, Attire, Decor, etc.)?

The task types will help you organize who will be completing which part of the event planning process.  For example, you could assign yourself to all of the decorations tasks while one of your friends takes care of all of the tasks related to food.

Does Easy Event Planning have access to my checklist?

Once you save your own personal file of this document, it is private to you and whoever you share it with.

Can I use Excel instead of Google Sheets?

Yes, you can download the document and use it as an Excel file.  If you do so, you can’t edit it in real time with contributors.

What if I accidentally delete the checklist?  

If you are using it within Google Drive, you can find deleted files in the trash.  You can retrieve the file there.  

If you are using it in Excel, you can find the deleted file in your computer’s recycle bin and retrieve it there.

Where can I find the checklist after I created my own version? 

If you downloaded it as an Excel file, you will find the document in your downloads.  From there you can rename it and save it somewhere else.

If you created a copy in Google Drive, you will find it in your drive files.  

Can more than one person make edits at the same time? 

If you are using it within Google Drive, you can edit it at the same time as any of your contributors. 

In Excel, you can only edit it one at a time.

How do I share the checklist?

You can share the checklist if you are using it in Google Drive.  Open the file in Google Sheets and click the share icon at the top right of the screen.  It will give you a menu to choose from, and you can either add people by using their emails, or share it by allowing anyone with the link to use the sheet, and it will give you a link to share with your contributors.

Do you have similar checklists for other events?

Yes!  We have checklists for many different events, spanning from Valentine’s day to Company Holiday Parties and Birthdays.

Can I create more than one version?

You can save the document as many times as you like and create variations that way.  Once you save the document to your Google Drive or as an Excel file, you can create a copy, save it as a different name, and have more than one version.

How can I assign someone else to a task? 

You can change who is assigned by simply overwriting the name that is currently in the cell.

What if a task isn’t relevant for my event?

You can simply highlight the entire row by placing your cursor on the row’s letter on the left and clicking the Delete button. That will remove the content in case you want to add another task in its place. If you want to complete remove the row, simply right-click and choose Delete from the menu.

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