Trello Features and Power-Ups Used In This Template
By using Zapier, anytime an enquiry is received on their Google form, a new card is automatically created on the Trello board in the "Enquiry Received" column. This new card captures all of the information received in the form and creates a list to be triaged by Susan and Gerrie.
Trello labels give the Celebrate People team more context to their clients and processes. Susan and Gerrie easily can assign a label to each card, for example using red for clients who still owe a deposit, or green for clients who have completed payment. This is a great way to easily visualize the status of each client.
Checklists are another key feature utilized on the "Ceremony" board — helping to standardize everything that needs to happen before the happy couple says "I do!" With a Butler rule, the checklist can be automatically added to a card when it's moved to the "Booking Confirmed" list.
Templates For Any Occasion
Whether you’re a celebrant yourself, or simply planning your own milestone event, you can easily duplicate the Celebrate People template and customize it to fit your own needs!
Browse these other user-inspired templates for even more organizational bliss 🎊