Monday.com Dropdown Template for Event Planning

Event Planning Template Overview

Coordinate events with cascading venue types and automated task triggers.

Board Structure

Groups

• Upcoming
• In Planning
• Confirmed
• Past Events

Columns

Column	Type	Purpose
Event	Text	Track event
Type	Dropdown	Options: Conference, Workshop, Webinar, Social, Fundraiser, Training
Status	Dropdown	Options: Planning, Confirmed, Logistics, Day-Of, Post-Event, Complete
Venue	Text	Track venue
Date	Date	Track date
Budget	Text	Track budget
Coordinator	Person	Track coordinator

## Dropdown Configuration

Type

Options: Conference → Workshop → Webinar → Social → Fundraiser → Training

Status

Options: Planning → Confirmed → Logistics → Day-Of → Post-Event → Complete

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Status changes to Confirmed → create logistics checklist + book venue
• When Status changes to Day-Of → notify all team members + activate run sheet
• Cascade: Type → Venue Type (Conference → [Hotel, Convention Center]; Webinar → [Zoom, Teams])

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Upcoming, In Planning, Confirmed, Past Events
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships