🧠 Why default To-Do templates exist
Planning a wedding involves many moving parts. Default templates provide structure without making the process feel overwhelming.
They help you:
🧭 Start with a clear planning foundation
📝 Remember commonly overlooked tasks
🕒 Reduce early planning decision fatigue
✅ Keep planning moving forward smoothly
These templates are there to guide you — not restrict you.They’re there to guide, not dictate.
📦 What’s included in a default template
Default To-Do templates are pre-populated with commonly needed tasks, such as:
📅 Key planning milestones
👥 Guest-related tasks
📬 RSVP and communication reminders
🪑 Seating and logistics preparation
🗂️ Final checks leading up to the wedding
These tasks reflect how weddings are typically planned, based on real planner workflows.
🏠 Creating templates from your main dashboard
You can create and manage your own To-Do templates directly from the Templates section in your main dashboard.
This allows you to:
Create reusable planning structures
Organise your preferred workflows
Quickly apply templates to future weddings or events
Click this link under To Do's for instructions on how to create a To-Do template from the main dashboard.
Once a template is created, it can easily be imported into a specific wedding.
➕ Adding a template to a wedding
When you add a To-Do template to a specific wedding:
Tasks are automatically imported into that event’s To-Do section
Due dates are calculated based on the wedding/event date
You can choose which tasks to include before importing
This makes it easy to tailor the planning process for each client.
👥 Tagging clients and assigning tasks
Once the template has been added to a wedding, you can:
👤 Tag clients directly inside the wedding To-Do items
🤝 Assign tasks to couples, planners, or team members
👀 Keep everyone aligned on responsibilities and progress
This helps improve collaboration and keeps communication organised within the event workspace.
✏️ You’re always in control
✏️ You’re always in control
Templates are fully flexible and customizable.
You can:
➕ Add new To-Do items anytime
✍️ Edit existing tasks
🗑️ Remove tasks that don’t apply
🔄 Adjust timelines as plans evolve
Nothing is locked or mandatory.
🤝 Built for collaboration
To-Do templates are designed to support teamwork between couples and planners.
They help:
Keep everyone updated in one place
Avoid duplicated work
Track completed and pending tasks clearly
Improve communication throughout planning
🧘♀️ A guide - not a strict checklist
Every wedding is different. Templates are meant to support your process, not force one.
🧩 Use what’s helpful
🚫 Ignore what isn’t relevant
🌿 Plan in a way that feels manageable and stress-free
✅ Quick Tip: Default To-Do templates help you stay organised while keeping your planning flexible and collaborative.
Use them as a starting point, then customise tasks to fit your workflow and wedding needs.