How to effectively manage tasks in event budget?

Tasks (or a To-Do List) are a helpful feature in event budgets to keep track of everything you need for your big event. Read about budgets here. Here’s how you can manage tasks effectively:

Create a To-do list for your event budget

• While creating an event budget, you can add a To-Do List.
• Add tasks such as purchases, reservations, or preparations related to the event.

Link transactions to tasks

• After adding tasks, you can link specific transactions to each task. For example, if you have a task to book a venue, link the payment transaction to that task.

Keep track of completed tasks

• Mark tasks as completed to stay organized. This helps ensure nothing is overlooked as you prepare for your event.

Adjust and update tasks

• You can add, edit, or remove tasks as the event progresses.

Manage event budget together

• If you’ve shared the event budget with others, everyone can collaborate on the To-Do List. Assign tasks or update progress together.