Work the events board
When to use this
Use this guide to get the most out of the Events page: seeing where every job stands, moving events through the pipeline, and keeping the list clean.
Three ways to see your events
The Events page has three views, and it remembers which one you were using:
- Board is the default: columns for each stage, cards you can drag.
- List is a sortable table with a status control on each row.
- Calendar lays events out by date, month or week. Hover a day for a summary, and double-click a day to start a new event with that date already filled in.
Search works across client, event, and venue names in every view.
Reading the cards
Event cards carry the signals you need at a glance:
- lead cards suggest the next step, such as sending a client brief
- proposal cards show chips when the client has viewed, requested changes, declined, or let the proposal expire
- the money figure is always labelled: Budget before acceptance, Accepted once a proposal is signed
- each column totals its events’ money at the top
Moving events along
Drag a card between columns to change its status, or use the card menu if you prefer not to drag. Only sensible moves are offered. The Week-of column fills by itself in the week of delivery, so you never drag into it.
Events that are mid-setup resume where you left off when you open them.
Bulk actions and export
Select several events (or all) to change status in bulk, archive completed and cancelled work, or export to CSV for a spreadsheet.
Archiving
Archiving removes an event from the working views without deleting anything. The Archived events page keeps the full table, and any archived event can be restored.
Keep the board honest. If a job dies, cancel it rather than letting it sit in Lead forever; if it is delivered, complete it. Reporting and the pipeline totals are only as good as the statuses underneath them.