All Collections
Use Cases
Use Case: Event Planning
Use Case: Event Planning

How to use molti for event planning example.

Liz Splain avatar
Written by Liz Splain
Updated over a week ago

TL;DR - Use molti to manage your vendors as projects.  Use forms to track budgets and reports to see what items have been paid. Track notes, docs, files, statuses in one place so that information is stored in context of what's going on.

You've had a look around, but you're not quite sure how 'you' would use molti.  Molti is completely flexible and fully customizable.  The possibilities are really endless, so lets give you a few ideas to get started.

Wedding Planning Vendor & Payment Tracking 

GOAL: Track wedding vendors as the event is planned.  Keep budget and payment information attached to projects so a quick report can show all payment statuses.

Jill is getting married! 🥂

She wants to track everything she books for the wedding in one place.  But - she also wants to store contracts, photos, checklists and pull budget reports when she needs them.  Jill's an accountant, she likes reports.

Projects

Jill wants to track individual wedding vendors or things to be completed (like her 'Something Old, Something New!)  so she made each vendor or topic a project.

Workflows

Jill doesn't need a lengthy process, she just wants to quickly know what's booked and whats not.  She created 2 workflows:

  • To do ...

  • Booked!

Files

Weddings take a lot of paperwork.  Jill wants to keep all her information in one place and she wants to keep the caterer's contract with the caterer information, the florist's contract with the florist's information... you get the idea.  She's also a negotiator, so she needs to track changes between contracts to make sure shes not signing the wrong copy.

Look at that! Jill can upload copies of all her documents directly to the project for no-nonsense organization. Plus- molti supports automatic file versioning so Jill can see she's on 'V.2' of her contract.

Reports 

Jill loves a good spreadsheet. But she doesn't want to spend time updating projects and then adjusting a spreadsheet manually.  She wants to pull her budget information directly from the forms in her projects.  So- voila! 💫

Jill created a budget report that she can pull whenever she wants for the most up to date information.

Did this answer your question?