Create your first event

Before you begin

You need permission to create events and available active event capacity in the selected workspace. Have the event name, dates, timezone and location ready. You can use a blank start if you do not need a prepared plan.

Event details

1. Open Events and choose New event.
2. In Event details, enter the event name and type.
3. Set the start and end dates and times. Choose the event timezone deliberately, especially if your team works elsewhere.
4. Add the place and other details relevant to this event. Correct any highlighted field errors before continuing. Then choose Choose starter plan.

Starter plan

Choose a starting structure in Starter plan. Review the proposed work and dates; a suggested plan still needs your judgement. If a schedule does not fit the time remaining, adjust it before creation. Choosing a starter is not the same as completing its tasks. When the starter review is ready, choose Review event.

Review and create

In Review and create, check the details, schedule, owners and any budget decisions presented. Use the edit controls to correct a section, then choose Create event once. Wait for the event to open. If creation fails, review the error and check Events before retrying to avoid an unintended duplicate.

What happens next

Review the event overview. Add or assign tasks, build the guest list and prepare the Run of Show. Invite collaborators only to the workspace or events they need.