Is the seminar and webinar planning checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

Seminar and webinar planning checklist with every task dated from the day you start

Topic, invites, content, the session, and the follow-up that turns attendees into appointments.

5 sections
17 tasks
Opens as a list
Dated from day 1

Seminar

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Four weeks out

Pick the topic and the audienceDay 1HighOne problem for one kind of person: "CPF at 55 for people in their forties".
Book the venue or set up the webinar linkDay 2
Write the invitation and the registration formDay 4
List who to invite: clients, leads, referrals, past attendeesDay 4

Three weeks out

First invitation waveDay 8High
Outline the talk: problem, three points, one actionDay 9
Draft the slidesDay 12

Two weeks out

Second invitation waveDay 15High
Rehearse once, timedDay 17
Prepare the handout and the appointment offerDay 18

Final week

Third invitation wave and personal calls to the maybesDay 22High
Confirm registrations and send the reminderDay 26
SessionDay 28, 19:00Urgent

After

Thank-you message with the slides and the appointment linkDay 29, 9:00Urgent
Call every attendee who asked a questionDay 29
Book appointmentsDay 30
Count: invited, registered, attended, appointmentsDay 32

About this template

A seminar is four weeks of preparation for one hour that either fills your calendar or does not. This project plans it backwards from the date, with the invitation push and the follow-up given as much weight as the slides.

Tips from the template

Set the session date first (the "Session" task) and the rest falls into place.
Invite three times; most people register on the third.
Book appointments in the 48 hours after; that is when they say yes.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Seminar or webinar and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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