You can always edit your client’s names, project name, event date, event location, event timezone, estimated guest count and currency for any of your events. You can access the Settings menu for any project from both your pro dashboard, as well as from within each project.
To Change the Event Date From Your Project Index
From your Project Index, hover your pointer over the event or project you’d like to edit and click on the gold Settings link that appears on hover.
Edit the client’s names or project name, event date, location, timezone, estimated guest count, service type or currency preference here, then click anywhere outside of the field you changed to save your changes and return to your Project Index.
Understanding How Event Date Changes Affect Checklist Due Dates
When you update the event date of a project, you will be asked if you also want to update that project's checklist due dates. If you click "Yes," tasks with specific due dates that you have explicitly set will be adjusted to align with the new event date. However, tasks categorized by date ranges or timeframes (e.g., "1-2 weeks before the event") will not be automatically updated and will retain their original scheduling unless manually adjusted. If you choose "No," all the due dates will remain as is.
Limitations and Manual Adjustments
Multiple Event Date Changes: If the event date is changed more than twice, the system may no longer adjust checklist due dates correctly. In such cases, some or all tasks may require manual updates to ensure their due dates align with the new event date.
Manual Adjustments: For tasks that are not automatically updated, you can manually adjust their due dates to reflect the new timeline. This is particularly important for timeframe-based tasks or when multiple event date changes have occurred.
Best Practices for Managing Event Dates
Plan Ahead: Minimize the number of event date changes to reduce the need for manual adjustments.
Review Task Dates: After changing the event date, review all checklist tasks to ensure their due dates align with the updated schedule.
Use Explicit Due Dates: Assign specific due dates to critical tasks to ensure they are automatically updated when the event date changes.
To Change The Event Date or any Settings From Within Your Project
You can also access this Settings menu to make updates from within each project. Just click on the three dots towards the top right of your screen.
