TRADESHOW CHECKLIST & DASHBOARD

USERS GUIDE
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Tradeshow Checklist & Dashboard Guide
DETAILS TAB OVERVIEW p4
First Things First p5
Main Details p6
Other Details p7
Checklist Tab Overview p8
Overview p9
Columns Explained p10
Reminders** - p19
Dashboard Overview p20
Overview p21
Budget Tracking p22
Step-by-Step p23
PLEXKITS Social Links p27

Part 1
Tradeshow Checklist & Dashboard Guide
Make sure you follow SLeps 1-3 before
changlng anyLhlng on Lhe CheckllsL 1ab!
Co Lo Lhe !"#$%&' Lab
llll ln Lhe )*+, -$." & Lhe
)*+, )#$/# !$#"0
Tradeshow Checklist & Dashboard Guide
Whlle sull on Lhe !"#$%&' 1$2 - llll
ouL Lhe -$." 3 4.$%& 566/"''
Columns, buL leave Lhe 1$'7
8+9:# Column Lhe way lL ls.
1 h e s e c e l l s wl l l u p d a L e
auLomaucally as you asslgn Lasks
on Lhe checkllsL Lab
When Addlng new Lmployees Lo Lhe llsL, lL should auLomaucally expand Lhe Lable, buL lf lL doesn'L, slmply
drag Lhe bouom corner Lo lnclude or remove enLrles.
Tradeshow Checklist & Dashboard Guide
1he resL of Lhe !"#$%&' 1$2 ls
opuonal and can be lled ouL aL
any ume. Some are llnked Lo
oLher lLems, buL leavlng Lhem
blank won'L cause any
problems.
!"#$ &'()*+!
1. LvenL 8udgeL - otet yoot pteJetetmloeJ 8oJqet fot tbe eveot bete. 1bls
oombet ls oeeJeJ fot tbe boJqet cbott oo tbe uosbbootJ tob
2. AcLual CosL - 1bls oombet ls ootomoucolly colcoloteJ ftom tbe costs eoteteJ
lo tbe cbeckllst

,'-.' &'()*+!
3. venue name - otet tbe oome of tbe veooe wbete tbe sbow ls tokloq ploce
4. venue Address - 1bls wlll be oseJ to qeoetote tbe mop llok
3. Map Lo venue - A llok to Cooqle Mops wlll be ooto qeoetoteJ bete

'/.*01'-( !"*00*-2 &'()*+! 3#456789:
6. name - otet tbe oome of tbe locouoo wbete epolpmeot ls beloq sblppeJ
7. Shlpplng Address - 1bls wlll be oseJ to qeoetote tbe mop llok
8. Map Lo venue - A llok to o Cooqle Mop wlll be ooto qeoetoteJ bete
9. ShlpmenL ueadllne - 1bls voloe wlll be losetteJ oo tbe cbeckllst

"#('+ &'()*+! 3#456789:
10. PoLel name - otet tbe oome of tbe botel wbete yoot sto[ ls styoloq
11. PoLel Address - otet tbe oJJtess botel to qeoetote o mop
12. Map Lo PoLel - Aootbet ooto-qeoetoteJ Cooqle Mops llok to tbe botel
13. # of 8ooms 8eserved - otet tbe oombet of tooms yoo bove bookeJ
14. LengLh of SLay - otet tbe oombet of Joys yoo bove eocb toom fot
13. CosL per 8oom - otet tbe cost pet toom pet olqbt
16. 1oLal CosL of PoLels - 1bls cell colcolotes tbe totol costs of tbe botel
occommoJouoos ooJ eotets lt loto tbe opptoptlote cbeckllst cell. *lf yoo Joot bove
oll tbe Jetolls ooJ jost tbe totol cost, yoo coo ovetwtlte tbls cell wltb tbe totol voloe
1
2
3
4
6
5
7
8
9
10
11
13
12
14
15
16
# These Cells Auto-Update
**veooe uetolls, polpmeot 5blpploq ooJ notel uetolls wete
oJJeJ lo vetsloo 2.7
Part 2
A
B
C D E F G H I J K L
Co Lo Lhe 8*";7&%'# Lab. now LhaL you have enLered Lhe beglnnlng deLalls, your checkllsL should
look llke Lhe lmage below. lf lL doesn'L you should check Lo make sure you enLered all Lhe deLalls
correcLly from sLeps 1-4.
); '<=7> (?>9= - 1lLle of Lhe evenL from Lhe deLalls Lab
@; 0A6BA=CC @8A -1he percenLage of Lasks already compleLed
D; *& E - 1hls ls a Lask lu number
&; (8CF - 1hls ls Lhe name of a speclc Lask
'; !>8B= - Whlch SLage of Lhe process does Lhls Lask belong Lo
G; D8>=B6AH - WhaL Lype of Lask ls Lhls
2; 'I6A> - AmounL of eorL requlred Lo compleLe Lhls Lask
"; #J7=A - erson responslble for compleuon of speclc Lask
*; &K= &8>= - Speclc 1asks uue uaLe
L; D6C> - AcLual CosL of speclc lLem
M; !>8>KC - CurrenL compleuon sLaLus of Lask
+; -6>=C - A space for personal noLes or commenLs abouL Lask
Tradeshow Checklist & Dashboard Guide
1he <! column conLalns a slmple ascendlng counL of Lhe
Lasks when you begln. 1hls column does noL use any
formulas and Lhe numbers are sLauc. 1hls ls for sorung
purposes so LhaL lf you declde Lo sorL by any of Lhe oLher
columns, you can sull brlng lL back Lo Lhls orlglnal order. (N=
*& O69KP7 PKC> O67>8?7 8 .-*/.' 7KPQ=A ln order for Lhe
nLx1 1ASkS" lLems on Lhe dashboard Lo properly reglsLer.
lf you add ln a new column, you'll nouce LhaL lL does noL auLomaucally
recelve and lu number. lf you don'L wanL Lo have Lo renumber all Lhe
oLher cells ln order Lo lnserL lL aL a speclc spoL, you can geL a unlque
number LhaL Ls Lhe order by uslng declmals. lor lnsLance lf you lnserL a
llne beLween 10 and 11, lnsLead of renumberlng all Lhe Lasks from 11 Lo
Lhe end, you could [usL glve Lhe new lLem a number of 10.1
Tradeshow Checklist & Dashboard Guide
1he 15)= column slmple conLalns Lhe name or
brlef descrlpuon of a speclc Lask. 1he llsL beglns
wlLh a huge Lask llsL Lo geL you sLarLed, buL Lhls
column ls compleLely edlLable and compleLely up
Lo you. ?ou should remove any rows LhaL conLaln
Lasks aren'L appllcable Lo your show. Lvery show ls
dlerenL so make sure you add any addluonal
Lasks LhaL may be mlsslng from Lhe orlglnal llsL.
Tradeshow Checklist & Dashboard Guide
1he )#$>" 3 8$#">+/? columns are
compleLely cusLomlzable columns
used for Lhe purpose of sorung. ?ou
can come up wlLh as many sLages or
caLegorles as you would llke Lo help
organlze your Lasks.
use column lLerlng and sorung Lo help keep
Lrack of Lasks and creaLe Lhe perfecL vlew of
Lhe progress.
Tradeshow Checklist & Dashboard Guide
1he 4@+/# column ls Lhe amounL of work lnvolved
ln compleung LhaL speclc Lask. 1hls Lask uses a
dropdown box Lo selecL your cholce from Lhe
predeLermlned llsL. SelecL LCW lf lL lnvolves only a
small amounL of work. MLu ls for Lasks wlLh an
average amounL of work and PlCP are Lasks wlLh
Lhe mosL work. 1here ls also and n/A caLegory for
Lasks whlch eorL level does noL apply.
Lach Lasks value ls welghLed based on eorL level so LhaL you
can accuraLely gauge your progress so far for Lhe evenL. lor
example compleung a Plgh eorL Lask would lncrease your
overall percenL compleuon Lhan compleung low eorL Lasks.
Tradeshow Checklist & Dashboard Guide
1he A,:"/ column ls where you selecL Lhe
member of your Leam LhaL ls responslble for LhaL
speclc Lask. 1he value musL be chosen from a
dropdown box LhaL conslsLs of all Lhe names llsLed
on Lhe ueLalls Lab. lf you remove someone from
Lhe ueLalls Lab aer Lhey have been asslgned a
Lask, Lhe owner column wlll become greyed ouL Lo
leL you know lL needs Lo be asslgned Lo a new
person. A blank cell ls remalns greyed ouL unul lL
has a proper name selecLed.
1he name 8on ls no longer on Lhe
ueLalls 1ab so lL becomes greyed ouL
Tradeshow Checklist & Dashboard Guide
1he !9" !$#" column ls Lhe daLe on whlch LhaL speclc
Lask ls due. 1he daLe column works LogeLher wlLh Lhe
)#$#9' column. lf a Lask due daLe has pasL Anu Lhe Lask has
noL been marked as CompleLe" Lhe daLe wlll hlghllghL ln
8ed. lf a Lask has been compleLed, lL wlll noL Lurn red even
aer Lhe daLe has pasL. 1he &K= &8>=C LhaL you begln wlLh
are are esumauon based on Lhe daLe you enLered on Lhe
&=>8?9C Lab.
MosL of Lhe sLarL daLes are creaLed wlLh formulas LhaL look llke
Lhls =StartDate-60 Lo ad[usL a formula for your show you can
elLher ad[usL Lhe number ln Lhe formula or enLer an exacL daLe. 1o
ad[usL Lhe formula [usL change Lhe number Lo how many days
before Lhe Show SLarL uaLe you would llke Lhe Lask Lo be
compleLed. lf Lhe due daLe should be a week before Lhe show [usL
change Lhe formula Lo =StartDate-7
Tradeshow Checklist & Dashboard Guide
1he 8+'# column ls where you can keep Lrack of all
Lhe acLual cosLs of speclc lLems LhroughouL Lhe
enure process. uo noL enLer your budgeLed cosLs ln
Lhls column, as Lhe sum of Lhls column wlll be
compared Lo your orlglnal budgeL value you enLered
on Lhe deLalls Lab. 1he comparlson of AcLual Lo
8udgeLed spend ls dlsplayed on Lhe uashboard Lab.
A few of Lhe cosL cells wlll be auLomaucally populaLed wlLh daLa
you enLered on Lhe deLalls Lab (lf appllcable)
Tradeshow Checklist & Dashboard Guide
1he )#$#9' column ls where you lndlcaLe Lhe currenL
sLaLus of a Lask. ?ou can selecL elLher -+# )#$/#"6, <:
B/+>/"'' or 8+.C&"#"6 for Lhe varlous sLages of
compleuon. lf you do have a Lask LhaL you need Lo
mark as blank, selecung -D5 ln Lhe 4@+/# 8+&9.: wlll
remove Lhe SLaLus of LhaL speclc Lask. Marklng a Lask
as compleLe or ln progress wlll furLher your
progresslon Lowards 100 compleuon.
Tradeshow Checklist & Dashboard Guide
1he -+#"' column ls [usL LhaL, a place Lo enLer any
noLes or commenLs LhaL you would llke Lo remember
for laLer. 1here lsn'L much Lo Lhls column, lL's only for
convenlence and ls noL connecLed Lo any formulas or
oLher cells.

Tradeshow Checklist & Dashboard Guide
1he E".%:6"/ 4.$%& feaLure was removed
from our feaLure llsL as lL ls no longer
supporLed by mosL emall cllenLs, Lhough we
le lL ln [usL ln case. lf you are uslng mosL
CuLlook on a Wlndows machlne mosL
verslons wlll sull work correcLly. Lssenually lf
a Lask ls pasL due and noL yeL marked as
compleLe a llnk wlll appear LhaL when you
cllck lL wlll generaLe an emall Lo Lhe Lask
owner Lhan menuons whlch Lask ls sull pasL
due, all you have Lo do ls hlL send. lf you are
uslng a Mall CllenL LhaL doesn'L supporL Lhls
feaLure, feel free Lo deleLe or clear Lhe cells
Lo remove Lhe feaLure compleLely.
Part 3
A
B
C
D
E F
G
H
I
J
Co Lo Lhe !$'*2+$/6 Lab. no cells on Lhls Lab need Lo be edlLed, Lhey wlll auLomaucally updaLe as
you progress Lhrough Lhe plannlng process.
); '<=7> (?>9= - 1lLle of Lhe evenL from Lhe deLalls Lab
@; 0=AO=7> D6P49=>= -1he percenLage of Lasks already compleLed
D; @KRB=> 2A84N - A comparlson of acLual spend & budgeL
&; (8CFC @H #J7=A - A breakdown of number of Lasks per person
'; &8HC .759 '<=7> - uays le unul Lhe evenL beglns
G; (8CFC >6 D6P49=>= - number of Lasks le Lo compleLe
2; (8CFC 08C> &K= - number of Lasks LhaL are pasL Lhelr due daLe
"; 0=AO=7> 6S @KRB=> - AcLual Spend as a percenLage of 8udgeL
*; -=T> (8CF +?C> - A llsL of Lhe nexL Lasks Lo compleLe based on daLe
L; (8CFC QH !>8>KC - A breakdown of 1asks by compleuon sLaLus
Part 4
Tradeshow Checklist & Dashboard Guide
Co Lo Lhe !"#$%&' Lab
Make sure you have
enLered your budgeL ln
Lhe 4F":# G96>"# Cell
Tradeshow Checklist & Dashboard Guide
Co Lo Lhe 8*";7&%'# Lab
LnLer any cosLs from Lhe
evenL ln Lhe 8+'# Column of
Lhe appllcable Lask. x. 1be
52500 llsteJ bete, ls teloteJ
to tbe sobmlt foll poymeot
ltem. veo lf tbe ltem ls oot
motkeJ os complete, yoo
ote sull oble to eotet ooy
koowo costs.
Tradeshow Checklist & Dashboard Guide
lf you Lake a look aL Lhe !"#$%&' Lab now, you
wlll see Lhe 5;#9$& 8+'# cell has been
updaLed wlLh Lhe cosLs enLered so far.
Co Lo Lhe !$'*2+$/6 Lab
1he graph here wlll show your currenL cosLs compared Lo Lhe budgeL you seL for Lhe
evenL lnlually. 1he number Lo Lhe rlghL wlll glve you a qulck percenLage showlng you lf
you are on Lrack wlLh your budgeL. 1he Creen doL means you are sull under budgeL.
Tradeshow Checklist & Dashboard Guide
lf your 5;#9$& 8+'# ls hlgher Lhan your 4F":# G96>"#, you wlll see Lhls reecLed ln boLh Lhe graph and
on Lhe !"#$%&' 1ab. 1he uoL on Lhe !$'*2+$/6 Lab wlll Lurn from green Lo red once you are no longer
wlLhln your budgeL.
Thank You!
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