How do task readiness items differ from planning cards?

Short answer

Readiness tasks track whether the event or workflow is operationally ready, while planning cards collect the details, answers, notes, and music requests for the event.

Learn moreWhat are task boards for?How do I edit an event timeline?

Readiness tasks

  • Use readiness tasks for high-level checks such as agreement signed, payment received, timeline reviewed, staff assigned, or event ready.
  • Readiness should help identify whether something needs attention without creating a task for every single timeline card.
Learn moreWhat are task boards for?How do I edit an event timeline?

Planning cards

  • Use planning cards for detailed event information like must-play songs, ceremony details, vendor notes, guest requests, and timeline prompts.
  • Planning cards should stay editable according to event status and card lock rules.
Learn moreHow do I edit an event timeline?How do event lock dates and statuses work?

How they work together

  1. Incomplete planning details can affect event readiness, but they should not overwhelm the readiness view with too many small tasks.
Learn moreWhat are task boards for?

Related articles

What are task boards for?Learn moreHow do I edit an event timeline?Learn moreHow do event lock dates and statuses work?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.