Event Creation Wizard

Four steps. That’s all it takes to go from “I’m planning an event” to a fully loaded dashboard with tasks, timelines, and budget templates ready to go.

Step 1: Event Type

Choose from 7 event types: Wedding, Corporate, Birthday, Bar/Bat Mitzvah, Sweet 16, Baby Shower, or General. Each type loads a tailored set of task templates — so you’re not starting from scratch.

Step 2: Event Details

Enter your event name, date, location, expected guests, and budget. Only name and date are required — fill in the rest whenever you’re ready.

Step 3: Checklist Preview

Browse the suggested tasks for your event type, grouped by category. All tasks are selected by default — deselect any you don’t need.

Step 4: Summary & Create

Review everything and hit create. Your event gets a full dashboard with tasks organized into milestone groups (Foundation, Invitations & Coordination, Final Prep, Post-Event).

Task Templates

Each event type comes with curated task templates including:

Name and description for the task
Category (venue, catering, decor, etc.)
Priority (high, medium, low)
Typical timeline (days before/after event)
Milestone group for organization

Duplicate Protection

Tasks are deduplicated by name — re-applying templates won’t create duplicates
Task groups are deduplicated by event + name — existing groups are reused

Language Support

The wizard is fully translated in English and Hebrew.