Step 1
Drop the client brief in
Paste it in as-is — messy, half-formed, whatever the client sent you. We'll tidy it up for the team and pull a few angles to pitch with.
Mentioning pax count, budget, location, and event type (e.g. "wedding," "annual dinner," "product launch") gets you a sharper match.
3 story themes to pitch with
Step 2
Assign it out
Dashboard
Hey there
Add a project or task
Daily workload
Check your task quantity, then update Free / Busy / At Capacity above.
Project progress
Management only
Proposal & Quotation Master View
Only items assigned from New Brief appear here. Manual projects and task deadlines are excluded.
Due dates
My Calendar
Project event dates and proposal / quotation due dates only.
Agenda
Upcoming, in order
Year-end record
Approved & sent
Everything that's been sent to the client lives here, kept out of the active list so the team's view stays clean.