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How to Customize the Event Setup Checklist from the Backend

This guide explains how to customize the checklist modules in the Event Backend. Customizing the checklist allows you to align the event setup flow with your internal planning processes and helps your team stay consistent.

1. Log in and Navigate to the Checklist

  • Log in to the Event Backend.

  • Scroll to the Event Setup Checklist section.

2. Open the Checklist Editor

  • Click the pen icon in the top-right corner of the checklist panel.

  • A popup will appear with the list of available modules and sub-checklist items.

3. Customize Checklist Items

  • In the popup, you can:

    • Hide any module or sub-checklist item using the checkbox.

    • Rename any sub-checklist item by editing the corresponding text field.

  • Default labels will remain unless they are manually edited.

4. Save the Configuration

  • Click the Save Configuration button.

  • The checklist will update with your custom labels and visibility settings.

Outcome

Your checklist is now customized to match your event planning workflow. You can:

  • Hover over a checklist item and click Mark as Complete.

  • Quickly navigate to a specific module by clicking the arrow next to a checklist item.

Note: The checklist configuration is stored per event and will persist across logins and even when the event is cloned. All users with event access will see the updated labels.