10 Best Monday.com Event Planning Templates to Use

Event planning is all about timing. Vendor bookings, rehearsals, and guest communications all need to run like clockwork. One missed date can trigger a chain reaction of delays across the entire event. 

And, the bigger the event, the bigger the mess. Especially if you’re still handling it through disconnected spreadsheets and email threads.

To help manage events better, monday.com event planning templates give you a ready-made system to organize your tasks, track progress, and keep every event detail in check. 

And if you want even more flexibility and automation, we’ll also show you how ClickUp can take your planning workflow to the next level.

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Event Planning Templates at a Glance

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What Makes a Good monday.com Event Planning Template? 

Before choosing any template, ensure it actually simplifies your event planning. Here’s what to look for in any monday.com event planning template 👇

• Clear task breakdown: Pick a template that splits your event into simple, step-by-step tasks from booking the venue to post-event follow-ups
• Timeline and deadlines: Choose a template that shows due dates clearly, ideally with a timeline or Gantt view to avoid surprises
• Team collaboration: Ensure the template lets you assign tasks, tag teammates, and keep all updates in one place
• Budget tracking: Look for built-in fields to track costs, vendor payments, and resources 
• Customization: Select a template that you can easily customize to fit your event needs, be it a small meetup or a large virtual conference event
• Progress visibility: Pick one that gives you clear dashboards, status updates, or color codes so you always know what’s done and what’s pending
• Post-event wrap-up: Ensure the template includes space for follow-ups, reports, and feedback after the event ends

Watch this video to learn how to use AI for event planning ⬇️

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Free monday.com Event Planning Templates 

To save you the trouble of sorting through them all, we’ve rounded up the best monday.com event planning templates with a breakdown of what each does, their standout features, and when you should use them.

1. Event Management Template

The Event Management Template by monday gives you complete control over your event planning process by bringing together everything, including task assignments, RSVPs, budgets, and timelines, into one central workspace.

With this template, you can easily assign tasks to your teammates, monitor your event campaign progress, and also compare the actual vs. planned budgets of your campaign. The built-in dashboards and visual views make it simple to track your event performance easily and pivot if required. 

Why you’ll love this template: 

• Collect RSVPs instantly with a built-in form that feeds responses straight into your board
• Assign tasks and track statuses using customizable columns and labels
• Automate reminders for deadlines and priority changes

2. Event Planning Checklist Template

If you need a step-by-step checklist to plan your event, then this Event Planning Checklist Template by monday is what you need. From sending invites and confirming vendors to budgeting and follow-ups, it makes sure nothing is left to your memory and everything is clearly laid out.

It’s great for you if you love ticking off tasks one by one and feel the relief of knowing every single detail has been handled.

Why you’ll love this template: 

• Visualize upcoming tasks with a timeline and calendar view
• Collaborate with your team and vendors by sharing updates in real time
• Store contracts, invites, and key documents right inside the template
• Adjust plans instantly with live item updates whenever something changes

🎯 Friendly Tip: Planning an event is about bringing together people, vendors, timelines, and budgets without losing sight of the overall context. That’s where ClickUp Brain comes in.

Use it to:

• Auto-generate event agendas or promotional copy
• Summarize vendor chats and extract action items instantly
• Search across tasks, docs, and chats to find details in seconds
• Generate real-time status reports for stakeholders without manual prep

For example, prompt Brain to ‘Generate an event agenda for a one-day product launch that includes keynote, breakout sessions, lunch, and networking’

Try ClickUp Brain For Free

3. Cross Company Event Planning Template

The Cross-Company Event Planning Template is for organizations that need to coordinate their internal events across multiple teams or departments. It pulls everything together, from pre-planning and scheduling sessions to running activities and follow-ups. It also makes collaboration easy by assigning clear ownership for tasks and tracking progress with Gantt and Kanban views. 

Why you’ll love this template: 

• Attach important files, like agendas, training material, or presentation decks, directly to tasks
• Automate reminders, notifications, and status updates to cut down on manual back-and-forth
• Integrate with tools like Gmail, Slack, Eventbrite, or Google Calendar to sync communication and deadlines

4. Post Event Opportunities Template 

After your event ends, follow-ups, feedback, and future opportunities take centre stage. This is where the monday Post-Event Opportunities Template helps you capture attendee feedback, evaluate the event’s success, and identify new business opportunities that emerged from it.

Instead of letting valuable connections and insights slip away, you can also organize leads by priority, assign owners for follow-ups, and measure overall success with dashboards.

Why you’ll love this template: 

• Segment new leads into groups (by size, value, or urgency) to prioritize follow-ups
• Assign team members to handle post-event actions like calls, emails, or demos
• Visualize key metrics like number of leads, ticket sales, and overall event score

5. Content Calendar Template

You can repurpose this Content Calendar Template by monday for event planning. It helps you map out your event deadlines, promotional campaigns, RSVPs, and task ownership in one visual space. Also, with built-in automation and reminders, this template ensures your event timeline stays tight. It’s especially useful for events that involve multiple stakeholders or span over several days.

Why you’ll love this template:

• Plan campaigns and activities in a calendar view so you never miss key event milestones
• Assign responsibilities by tagging team members for tasks like vendor coordination, promotion, or logistics
• Track budgets and audiences by adding details like expected costs, invitee lists, or attendee categories

6. Work Calendar Template

The Work Calendar Template by monday gives you a shared calendar where every single event detail of yours, big or small, sits in one place. You can assign tasks to vendors, add due dates for approvals, and even track venue preparations in real time.

Moreover, you can sync it with tools like Google Calendar or Zoom to share updates instantly with your team and manage everything from pre-event setup to post-event wrap-up.

Why you’ll love this template: 

• Use multiple views (calendar, Kanban, timeline) to manage both big-picture milestones and daily details.
• Get notified when tasks are assigned, delayed, or completed
• Assign owners and collaborators so accountability is never lost

7. Contacts Template

Managing hundreds of attendees, vendors, and sponsors during an event gets difficult with spreadsheets. The Contacts Template by monday helps you store and track every contact connected to your event, like speakers, vendors, volunteers, or sponsors. 

You can add details like company names, roles, last interactions, and even custom fields like sponsorship levels or their dietary preferences. This helps keep everything organized—it eliminates duplicate records, reduces communication gaps, and ensures timely follow-ups before, during, and after the event. 

Why you’ll love this template:

• Track communication history and commitments for clear accountability
• Quickly filter and segment contacts by role (sponsor, attendee, vendor, staff, etc.)
• Streamline post-event follow-ups with structured data at your fingertips

8. Marketing Campaign Template

Getting the word out about your event is just as important as planning the event itself. The Marketing Campaign Template helps you map your campaign timelines for social posts, email blasts, ad spend, and sponsor promotions.

You’ll know exactly what’s going live, when it’s happening, and how much you have spent so far. Plus, integrations with tools like Mailchimp, Facebook Ads, and LinkedIn make it easier to centralize your outreach efforts and measure ROI across channels.

Why you’ll love this template:

• Track multiple campaigns side by side to see which ones drive the most engagement
• Pinpoint deadlines using campaign timeline views so every activity launches on time
• Forecast and control budgets with expense columns that automatically tally spend

💡 Pro Tip: Keeping track of dates across vendors, campaigns, and event milestones can get confusing fast. Use ClickUp Calendar to drag and drop tasks to reschedule deadlines, see your full event schedule at a glance, and even sync it with Google or Outlook calendars for seamless coordination.

You can also:

• Filter by assignee, tags, or statuses to highlight who’s handling what and when
• Use daily, weekly, or monthly views to shift effortlessly from big-picture planning to minute-by-minute details

9. Marketing Activities Template

This Marketing Activities Template by monday helps break down your event into specific activities. Everything from speaker sessions and sponsor activations to catering schedules, entertainment slots, and volunteer shifts lives on this editable framework.

With this, your team, vendors, and volunteers stay in sync, and you get a live view of what’s done, what’s stuck, and what needs follow-up. Also, with built-in automations and visual views, you will always know which activities are running smoothly and which ones need urgent attention. 

Why you’ll love this template: 

• Build forms to collect sponsor requests, vendor submissions, or guest registrations
• Use timeline or Kanban views to quickly identify where things are delayed
• Track sessions, booths, catering, logistics, and more as separate but connected activities

10. Marketing Team Planning Template

This monday Marketing Team Planning Template is like your personal event HQ, i.e, it keeps everyone organized, motivated, and on the same page. You get a smart to-do list that covers both your long-term event goals (like finalizing the venue or securing sponsors) and your day-to-day tasks (like approving invites or scheduling rehearsals).

Event coordinators can also assign tasks to teammates, check who’s doing what, and ensure that nothing is left for the last minute.

Why you’ll love this template: 

• Separate one-time event goals (venue booking, sponsor sign-off) from daily execution tasks (design approvals, catering updates)
• Use progress dashboards to quickly spot workload imbalances
• Automate repetitive updates, like notifying the décor team when a budget item is approved

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monday.com Limitations

monday is a versatile and visually appealing project management software for events, but it’s not without its drawbacks. Users frequently point to areas where the tool could improve, particularly around accessibility and mobile usability.

Here are the most commonly cited software limitations: 

• Customization can feel overwhelming: Setting up workflows takes time and training, as the high level of customization isn’t always beginner-friendly
• Mobile app feels limited: The mobile version doesn’t match the desktop experience, making it harder to manage complex updates on the go
• Performance struggles at scale: Large boards or complex connections often slow down or hit limits (like the 10,000-item cap), which is tough for growing teams
• Adoption can be inconsistent: While the interface looks simple, some team members still find it intimidating, leading to uneven usage across teams

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Alternative monday.com Templates

Ever noticed how the smoothest events make it look effortless—while behind the scenes, someone’s frantically checking if the AV team confirmed, the caterer got the headcount update, and the keynote speaker has the right address?

The secret of success lies in having one source of truth instead of juggling lists across five different tools. ClickUp is the world’s first Converged AI Workspace that brings all your event planning chaos into one place. No more hunting through email threads to find the photographer’s contract or wondering if your team saw the venue’s last-minute restrictions.

ClickUp eliminates Work Sprawl so every detail, from initial brainstorm to post-event debrief, lives where your team can actually act on it. Plus, it offers 1000+ templates to choose from.

Here, we have highlighted ClickUp templates you can use as smarter, more versatile alternatives to monday.com event planning templates: 

1. ClickUp Event Project Brief Template

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The ClickUp Event Project Brief Template gives you a crystal-clear starting point for any event. It centralizes your goals, audience, schedule, and responsibilities in one well-structured doc.

From pre-planning to post-event evaluation, this template ensures everyone on your team has the same vision of success. This helps you reduce confusion, avoid costly mistakes, and keep your event marketing strategy sharp from day one.

Why you’ll love this template:

• Collect stakeholders’ input directly in the brief to build a stronger, unified strategy
• Define milestones and clarify schedules so no step of planning is left vague
• Map out responsibilities and budgets upfront to avoid scope creep
• Capture post-event insights to refine processes for future events

2. ClickUp Large Event Planning Template

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Big events like conferences, weddings, or music festivals involve countless things like vendors, RSVPs, logistics, and budgeting. The ClickUp Large Event Planning Template breaks down tasks into clear sections, ensuring every part of your planning process is well-organized and trackable.

With multiple views, automated progress tracking, and space for all event-related details, this template becomes your command center for running large-scale events with confidence.

Why you’ll love this template: 

• Organize your event into clear sections like pre-planning, execution, and post-event wrap-up
• Switch between List, Gantt, and Kanban board views to track timelines, dependencies, and overall progress
• Use pre-set sections to allocate budgets and monitor expenses for high-stakes events

Want a closer look at how the ClickUp Large Event Planning Template works in real life? Check out the video below: 

3. ClickUp Event Budget Template

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Keeping an event on budget is just as important as keeping it on schedule. The ClickUp Event Budget Template gives you a dedicated hub to plan, track, and analyze every cost of your event, including venue deposits, vendor payments, and any last-minute add-ons. You can also switch between List, Board, and Calendar views to see budgets from different angles. 

Why you’ll love this template: 

• Easily assign budget tasks and track project progress together with ClickUp Tasks integration
• Compare planned vs. actual spending to catch discrepancies early
• Use dropdowns, labels, and money fields to tailor expense tracking to your event’s specific needs

💡 Pro Tip: When planning an event, endless email threads or scattered DMs can slow you down. ClickUp Chat keeps your team aligned by bringing conversations and action items into the same workspace.

With ClickUp Chat, you can: 

• Create dedicated Chat channels for each event to centralize real-time discussions
• Turn important messages into tasks with FollowUps, so vendor calls, budget approvals, or content drafts are taken care of at the right time
• Use SyncUps (built-in video/audio calls) to finalize details instantly with stakeholders
• Share updates or announcements via Posts, ensuring everyone knows the latest schedule or venue changes
• Pin event-specific chats for quick access to key information during crunch time

4. ClickUp Event Management Template

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The ClickUp Event Management Template helps oversee every critical part of your event for everything from a product launch to a webinar series to several corporate functions in one quarter. Also, with advanced Custom Fields, you can track payment status, remaining budget, and progress percentages for each event in real time. 

Why you’ll love this template: 

• Plan and monitor multiple events side by side without losing focus on key deliverables
• Instantly see if an event is running under, over, or on budget with built-in financial status fields
• Use logged time and expense data to evaluate ROI and improve planning for future events
• Assign staff, vendors, and budgets to the right events at the right time to avoid overlap

💡 Pro Tip: Don’t just manage tasks. Instead, visualize your entire event with ClickUp Dashboards. Dashboards give you the big picture without losing sight of the details, perfect for keeping even the busiest events on track.

With Dashboards, you can:

• Track RSVPs, vendor deadlines, and budgets in real time
• Display task progress with customizable widgets
• Share a live dashboard view with stakeholders for instant updates

5. ClickUp Events Planning Document Template

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Unlike broader event project management templates, the ClickUp Events Planning Document Template is your single source of truth for event information. It captures all the critical details that make or break an event, from vendor contacts and catering requirements to guest RSVPs and setup instructions.

You can even log dietary restrictions, vendor agreements, contracts, venue addresses, seating arrangements, and more in neatly organized pages. 

Why you’ll love this template: 

• Track contracts, invoices, and agreements directly alongside your event schedule
• Create setup checklists (event registration tables, receptions, cocktail hours, etc.) for on-the-ground teams
• Centralize all communication for seamless coordination across vendors and planners
• Track live progress and tackle delays before they happen using ClickUp Dashboards

6. ClickUp Event Marketing Plan Template

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Pulling off a show-stopping event is all about the buzz you create before, during, and after it happens, and that’s where the ClickUp Event Marketing Plan Template comes in.

With dedicated views like Marketing Tasks and Phase Board, you can map out every stage of the promotion process. Think all steps from securing media partnerships and managing social campaigns, to monitoring RSVPs and post-event feedback.

Why you’ll love this template: 

• Measure ROI instantly by applying formulas and reporting dashboards
• Visualize workflows by phase (planning, execution, evaluation) with a Kanban-style Phase Board
• Keep promotions on schedule using the Event Timeline and Calendar views
• Custom Fields for budgets, spend, and payment statuses mean you’ll never lose track of costs

7. ClickUp Event Promotion Template

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The ClickUp Event Promotion Template is built to supercharge your outreach efforts, from crafting social campaigns and sending email invites to managing influencer partnerships. Unlike general event templates, this one focuses specifically on marketing momentum and audience engagement, ensuring your event isn’t just well-planned but also well-promoted.

Why you’ll love this template: 

• Build and manage detailed promo timelines to ensure campaigns go live at the right moment
• Collaborate seamlessly with your marketing team, agencies, or external partners in real-time
• Track campaign reach, engagement, and ROI to refine strategies on the go

8. ClickUp Event Project Plan Template

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The ClickUp Event Project Plan Template is for managing events of any scale or complexity. It gives you a bird’s-eye view of every moving part, across multiple events, timelines, and stakeholders, while also letting you zoom into the smallest details when needed.

Custom Fields enable you to log everything from venue details to budget allocations, while ClickUp Automations take repetitive follow-ups off your plate, allowing you to focus on delivering standout events. 

Why you’ll love this template: 

• Visualize timelines with Gantt charts, calendars, and progress boards
• Monitor budgets, milestones, and deliverables across all your events
• Collaborate with your team by assigning tasks, sharing updates, and tracking comments 

9. ClickUp Simple Event Plan Template

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For event planners seeking clarity without overcomplication, the ClickUp Simple Event Plan Template is ideal. It helps you zero in on the essentials, like budgets, vendors, and timelines, so you can keep every event moving smoothly.

With built-in List, Board, and Calendar views, you can switch between big-picture planning and nitty-gritty details in seconds. Plus, its adaptability makes it ideal for mid-sized events where you need enough structure to stay organized but still want the flexibility to adjust plans on the go.

Why you’ll love this template: 

• Start faster with pre-saved lists for facilities, billing, activities, and pre-event tasks
• Personalize easily for any event type with intuitive customization options
• Set up ClickUp Task Dependencies to keep workflows clear and avoid last-minute mix-ups

10. ClickUp Advanced Event Plan Template

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Managing complex events can feel overwhelming, but the ClickUp Advanced Event Plan Template gives you the control and clarity you need. It is built to handle high-volume, multi-team collaboration events like international conferences, multi-day expos, or high-profile corporate events.

With its 29 Custom Task Statuses, you can track every moving element of your event, be it bookings, catering, sponsorships, vendor logistics, and more, without missing out on anything. 

Why you’ll love this template: 

• Break down mega-events into smaller, manageable phases with automated workflows
• Assign cross-department responsibilities clearly to avoid duplication of efforts
• Track resource allocation in real time to prevent budget overruns
• Use advanced reporting dashboards to showcase event progress to stakeholders

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Wrap Up Your Events with ClickUp

Planning events doesn’t always have to feel stressful or complicated. With ClickUp’s event planning templates, you get ready-made systems to organize every detail, big or small. 

From budgeting and vendor management to promotions and post-event reporting, there’s a template that fits your needs. They’re customizable, easy to use, and give you multiple views to plan the way that works best for your team.

So, if you’re ready to move beyond the basics, ClickUp gives you the confidence and structure to deliver events that are stellar, stress-free, and impactful.

Sign up for ClickUp today!

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