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Step 1: Someone creates a project A colleague creates a project for an event. The example we ' re using here in the images you see is EDPA Access 2025- an event that Seth and co attended recently. Once the project is created, on the Home page of the event, they can add:
• Dates of the event
• Main HQ location- in this case the hotel
• A description- of the event, goals for attending, etc
• A cover image if desired
• This is the front page everyone sees when they join.
Step 2: Invite the team The lead invites everyone involved, so they all have access to the same dashboard.
Step 3: Add the schedule In a separate " module "( the various app features are divided into these
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modules) called Events, the team can add calendar items with information like who ' s attending and where it ' s being held( on the in-app map). These calendar items could be:
• Client meetings
• Networking receptions
• Internal team briefings
• Dinners and side events The crucial element here is the location feature. For each event in the schedule, you can add a location. So, you see pins for where each event is taking place, with an in-app map. From my own perspective, this would stop me having to bounce between calendars / emails / messages and Google Maps.
Step 4: Gather key info on a " Board " On the " Board " module, you can add important info from any of the other modules. In the below example, we have a planning document from the " Files " module, a key contact for quick access from the " Team " module, and a walkthrough plus launch-meeting from the " Events " module.
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Right:
The Chat module
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Step 5: Store documents in one place We also have the " Files " module- one centralised location where the team can add:
• Marketing materials
• Venue floorplan
• Speaker briefing documents
• Session agendas
Step 6: Chat with attending colleagues In my experience, when teams are attending an event, they usually create a WhatsApp group chat. It ' s the easiest way to start a conversation with everyone in attendance.
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Far left: there. app Events module
Left: The Boards module
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There. app has its own " Chat " module. This may be the most ambitious of all of the platform ' s features, as I predict that getting people to chat on there. app could be a real challenge, given how habitually we use our social media apps of choice. With that said, if there. app is being used for every other event-related need, it might be easier for convenience ' s sake to hop over to a different tab than a different app. And perhaps keeping everything in one place will be preferable.
Indeed, the " Chat " module offers some things that WhatsApp doesn ' t. Someone
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