Event Setup Checklist Template

What is in the Event Setup Checklist template?

The Event Setup Checklist template holds 8 questions grouped into 3 sections, 7 of which must be answered before it can be submitted and 1 of which is optional. Between them they capture yes-or-no answers and longer written comments.

Broken down by field type, the Event Setup checklist is 7 pass/fail checks and 1 comment boxes.

When should you use the Event Setup Checklist template?

The Event Setup Checklist is filed under “Event”, “Setup” and “Logistics”, in the Events & Entertainment part of the library, where it is aimed at event teams working a stand, a door or a queue with minutes per person. Track every setup task so nothing is missed before doors open.

Checklists get run by the person doing the work, on the device in their hand, at the moment they do it — which is the only time the answers are worth anything. At 8 questions, only 7 of them required, the Event Setup checklist is short enough to finish in one sitting, which is what keeps completion rates up.

Does the Event Setup Checklist work offline?

Yes. Once the Event Setup Checklist is published, the 8 fields and every answer option are stored on the device, so the checklist opens and completes with no connection at all. Each completed check is written to the device first and queued; when signal returns it syncs on its own, keeping the time it was actually captured rather than the time it uploaded.

Because all 8 fields in the Event Setup Checklist are text and choice inputs, a queued completed check is tiny and syncs the moment any connection appears — a shared hotspot is plenty. Kiosk mode locks a tablet to this checklist alone, so the next person cannot wander into anything else.

How do you customise the Event Setup Checklist template?

Open the Event Setup checklist in the builder and all 8 questions land as editable fields — nothing is locked to the template. Rewrite the wording, drag fields into a different order, flip any of the 7 required fields to optional (or the other way round), and add anything missing from the 20+ field types in the builder.

Its 3 section headings can be renamed or split across pages, and conditional logic can skip a whole section of the Event Setup checklist when an earlier answer makes it irrelevant.

Nothing about the Event Setup Checklist stays Survtapp-branded, either: your logo, your colours and your own URL slug replace ours, so the 8 fields you publish read as part of your own site rather than as a template someone downloaded.

What happens to the completed checks you collect?

Every completed check from the Event Setup checklist lands in one place with its timestamp, the agent who collected it and, where the device allows, where it was captured. From there pass and fail counts are totalled per check and written comments are listed in full rather than summarised away.

Export the lot to CSV, Excel, JSON or PDF whenever you want it elsewhere, or set a trigger so a completed check from the Event Setup Checklist emails the right person the moment it arrives. Data is held in Canada, the completed checks stay yours, and you can export or delete them at any time.