Project management for events and marketing
Weddings, launches, conferences and campaigns all have a fixed date that can't move. Plan backwards from it on a calendar, keep every vendor on a checklist, and start next month's event from this one's template.
Free for 3 users, for as long as you like. Works on any device.
Events and campaigns, without the last-minute panic
The date is fixed, the vendors are many and the client changes their mind. These are the problems event and marketing teams bring to us.
Every event is planned from scratch
The team rebuilds the same list of venue, decor, AV, catering and guest tasks for each event and forgets something each time.
Save a past event as a template. The next one starts with its task lists, checklists and milestones, and every date moves to the new event day.
Vendor details get lost in chat
The stage size, the sound check time and the florist's phone number are buried in a group chat with two hundred messages.
Each vendor task holds its checklist, files and comments. Mention a colleague with @ and they are told.
Nobody sees the whole week
The planner knows the venue visit is Monday, but the designer finds out the print deadline on Thursday.
The calendar shows every task and meeting by day. Drag a task to a new day and its owner sees the change in My Work.
The budget leaks
Extras add up and the event that looked profitable barely breaks even.
Set a budget, record expenses on the project and charge them back to the client when agreed. The Finance tab shows profit before the event, not after.
From the brief to the event day
- Start from a template
Pick the wedding, launch or conference template and set the event day. All dates move with it.
- Book the vendors
Each vendor gets a task with a checklist, files and an owner. Milestones mark venue booked and guest list final.
- Meet the client
Plan review meetings with calendar invitations, keep the minutes, and share the plan through the client portal.
- Run the day and bill
Follow the run sheet on the calendar, then invoice the fixed fee and billable expenses with VAT or sales tax.
Built for deadlines that can't move
Calendar view
Every task and meeting by day. Drag a task to another day and its owner is told.
Templates with moving dates
Start each event from a template, and its dates follow the new event day.
Checklists on tasks
Tick off what each vendor must deliver, right on the task.
Repeating tasks
Daily social posts or weekly campaign reports make themselves again, with reminders by email.
Event budget and expenses
Record what you pay, bill it to the client when agreed and watch the budget.
Client portal
Clients follow the plan, comment, share files and pay invoices online.
Ready for the next event
- Turn your last event plan into a template.
- Create a project for each upcoming event and set the date.
- Add vendor tasks with checklists and owners.
- Set a budget and the billing method for each event.
- Invite the client and choose what they can see.
Add more Ellibo apps when you need them
One account, the same customers, items and team in every app.
CRMTrack enquiries and start the event project from a won deal. ExpenseStaff submit event receipts from their phones. SignGet the event contract signed before you book vendors. Email MarketingSend event invitations and reminders, with sign-up forms for guests.Projects for events & marketing: FAQ
Can I plan backwards from the event date?
Yes. Start the project from a template and set the start date. Every task, milestone and checklist date moves with it, and the calendar shows the whole run-up.
Can I keep vendor checklists?
Yes. Each task has a checklist, files and comments, so each vendor's brief and deliverables sit in one place.
Can I charge event expenses back to the client?
Yes. Record the expense on the project and tick Bill this to the client. It goes on the next invoice and can't be billed twice.
Can our marketing team run campaigns in it too?
Yes. Repeating tasks handle weekly posts and monthly reports, and the board or calendar shows the campaign as it runs.
Can clients see the plan?
Yes. Invite them to the client portal to follow tasks, milestones, documents and meetings you share. Anything marked Team only stays hidden.
Is there a free plan?
Yes. Projects is free for 3 users and 2 active projects, with a 14-day trial of every feature and no card needed.
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