Committees & planning

A committee is the private workspace where your co-planners get things done, away from the public event page. It has tabs for the Dashboard, Budget, Members, Planning, Tasks, Documents, Discussions, and Settings.

A committee is usually linked to an event, but it can also stand alone, say a family council that plans something new every year.

See alsoYour committees

The person who creates the committee is its organizer, and they manage settings, the budget, members, and roles. Everyone else joins as a member: members work on tasks, record expenses, upload documents, join discussions, and vote on payout requests.

To add people, the organizer sends an email invite from the Members tab. Invitees join as members once they accept.

The Tasks tab keeps the to-do list in one place, as a list or a kanban board. Each task can have an assignee, a priority, a due date, and a link to a milestone. Assignees are notified when a task lands on their plate, and tasks can be edited or reassigned as plans shift.

Milestones break the event into phases: Book the Venue, Send Invitations, Confirm Catering. Each one shows its status, due date, linked tasks and documents, and its slice of the budget.

If your event has a shared fund, milestones with dollar amounts double as spending targets, so everyone can see what the money is for before it moves.

The organizer sets a total budget with per-milestone allocations; any member can record expenses against categories as receipts come in. The tab totals spent versus remaining with at-a-glance health colors, and you can export everything as a CSV or a printable report.

Yes. The Documents tab stores private files (PDFs, Office documents, images, up to 10 MB each) visible only to committee members. Documents can be categorized, described, and linked to a milestone, and members are notified when something new is uploaded. Only the uploader or an organizer can rename or delete a file.

Discussions is the committee's threaded forum, good for decisions that deserve a topic and replies, like venue options or menu debates. Team chat, in Messages, is the real-time conversation for quick back-and-forth. Big calls in Discussions, banter in chat.

See alsoMessages