Keeping track of which events you are exhibiting or showing at can be a real problem for all those involved. I can create an events list that holds static data for the event such as name, contact and date as well as a lookup to the venue to save typing location, postcode and nearest public transport or car parking facilities.

Who is doing what

It's likely that each event has a set of repeating tasks that I can template for you. This means you can easily set up a new event and a basic list of tasks and activities around it. The actions list would easily allow all those involved with the planning of the event to see what has been done and what remains to be done, all with the aim of making sure you don't forget anything. Actions are normally assigned to an individual and can also have a manager tagged to them as well. I can record the action status as well as a RAG (red/amber/green) status to flag up when things are not on track. Each action would get a log that time and date stamps the last entry, along with the author. This really helps when covering for a colleague and shows what they have done or what is next to be done.

Dashboard

I like to make things simple for all, so the creation of 'role based' dashboards would mean that the person managing the event gets a full picture of the story so far, with any deviations or issues highlighted.

Another useful dashboard is 'My Dashboard', which shows any actions or activities which are owned by or assigned to the person logged in, as well as recent documents they have modified. 

Microsoft Teams and Microsoft Planner

These great M365 tools are going to revolutionise the way you plan events. Each event gets its own ‘project’ team site that contains all the documentation, tasks and discussions. They can both be accessed from the web or from apps on smartphones.