Create templates for to-do lists and timelines

This guide covers how to create to-do templates (Part 1) and timeline templates (Part 2).

Part 1: Creating To-Do templates

The way you set up your templates is up to you. You can choose to set them up by:

• Language (eg. English template)

• Event type (eg. 3 day planning list)

• By date (eg. only items between month 12-10)

Here's an example:

Step 1: Add a to-do template & add list items

1. Go to the Template section and click on "+ Add To-Do Template."

2. Give your template a name and description, like "3 Day Events - English 🇬🇧, A to-do template for 3-day weddings in the UK." Click Save.

3. Click on the "Add Item" button to start adding list items to your template.

✏️ Optional: Pre-Assign owners, categories, due dates (eg. 12 months out from event date) and priorities.

⚠️ Please note: Add your to-do list items the order you would like them to appear in your template (currently not possible to re-order)

Step 2: Adding to an event

1. Navigate to the event > to-do's

2. Select a template from the dropdown menu.

3. Choose the items you want to add.

Here is a 2min to-do template demo:

Part 2: Creating Timeline Templates

Create multiple timeline templates and reuse them across your events! Import a timeline template into an event and it will automatically set to the ceremony date (or adjust using "date adjustment" for multiple events)Pre-assign times & edit if needed in the eventDuplicate templates to adjust for languages/event types

Step 1: Add a timeline template & add list items

1. In the Template section, click on "+ Add Timeline Template."

2. Provide a name and description, such as "3 Day Italy Wedding Timeline, A timeline template for 3-day weddings in Italy." Click Save.

3. Click on the "Add Item" button to start adding list items.

✏️ Optional: Pre-set start/end times and dates. Use "date adjustment" for presetting dates (0 means the timeline item will be set to the main event date when imported into the event). Adjust to -1 for the day before, or +1 for the day after.

⚠️ Please note: Add your to-do list items the order you would like them to appear in your template (currently not possible to re-order)

Here is a 2min timeline template demo:

By following these steps, you'll be able to create and customize both to-do and timeline templates for your events with ease!