Event Planners: Organize, Coordinate, Execute

1. OCPs
2. Clients & Intake
3. Projects and deliverables
4. Publishing, forms and external sharing
5. Collaboration and knowledge sharing
6. Scoping & Quoting
7. Plan & Execute
8. Share & Align
9. Billing & Wrap-up
How Priority-Zero adapts to your workflow

Practical features for Event Planners:

  • Set each event up as a project, with deliverables for venues, catering, vendors, marketing, logistics, and follow-up tasks.
  • Keep contracts, proposals, and checklists tied directly to each deliverable so nothing gets lost.
  • Attach floor plans, guest lists, run sheets, and documents securely in your own OneDrive or Google Drive account. Everything stays organised, and you always keep full ownership.
  • Plan timelines, deadlines, and milestones with reminders in your calendar so nothing slips through the cracks.
  • Track progress across all aspects of an event, from vendor bookings to guest management, in one place.
  • Set up meetings with clients, venues, or suppliers and link agendas and outcomes to the right event.
  • Share schedules, instructions, or event details with clients, teams, or vendors through secure links.
  • Create custom forms to capture RSVPs, dietary requirements, or vendor information directly into projects.

A reliable way to keep events on track, reduce stress, and deliver memorable experiences.

A Day Planning Events with Priority-Zero

  1. Start the day with a daily view showing upcoming deadlines, meetings, and vendor tasks.
  2. Open the event project and review deliverables due today, such as confirming a venue or finalising catering numbers.
  3. Bring up notes, contracts, and attached files linked to each deliverable.
  4. Work through vendor tasks, update progress, and log time if billable.
  5. Share updated schedules or run sheets with clients and vendors using secure links.
  6. Collect guest responses or special requests through custom forms tied directly to the event.
  7. End the day with a clear picture of what’s confirmed, what’s pending, and what needs attention tomorrow.

Frequently asked questions

Can I manage multiple events at once?

Yes. Each event is its own project with deliverables for venues, vendors, logistics, and marketing. You can track them side by side in one system.

Is sensitive client or event data secure?

Yes. All files are stored securely in your own OneDrive or Google Drive account. You keep full ownership and control.

Can I share schedules and event details with clients and vendors?

Yes. Share read-only links for run sheets, schedules, or updates. Clients and vendors don’t need an account to view them.

Does it help track deadlines and milestones?

Yes. You can set dates and reminders for every deliverable, from venue booking to final guest confirmations.

Can I capture RSVPs and special requests?

Yes. Custom forms make it easy to collect RSVPs, dietary needs, or vendor info directly into your project workflow.

Does it support billing and invoicing for events?

Yes. You can log billable hours, track costs, and generate invoices linked directly to event deliverables if needed.

Can I collaborate with my team on events?

Yes. Share projects with your team, assign deliverables, and keep everyone on the same page with shared notes and files.

Ready to Take Control of Your Work and Life?

Simplify project management, stay organised, and achieve your goals with Priority-Zero. Start today – no credit card required.

14 DAY FREE TRIAL / NO CREDIT CARD REQUIRED

Need to learn more? Explore Features