tradeshow packing list instructions

TRADESHOW PACKING LIST USERS GUIDE

Thank You! Thank you for purchasing our Tradeshow Packing List template. This document is a guide to help you get started with your template and get the most out of it while planning your next trade show. If you have any questions that are beyond the scope of this document, please feel free to email via our website contact form (http://plexkits.com/contact-us/) or send us a Tweet (https://twitter.com/PLEXKITS)!

Tradeshow Packing List Guide

Table of Contents Part 1 - Details Tab Overview– p4 First Things First – p5 Main Details – p6 Other Details – p7 Part 2 - Packing List Tab Overview – p8 Overview – p9 Columns Explained – p10

DETAILS TAB OVERVIEW Part 1


Make sure you follow Steps 1-‐3 before changing anything on the Checklist Tab! *

Go to the Details tab 1.

First Things First!

Fill in the Show Name & the Show Start Date. The Show Name at the top of each page will update automaCcally.

2.


✓ ✖

While sCll on the Details Tab -‐ Fill out the Name & Email Address columns, but leave the Items Bringing and the S;ll to Pack column the way they are. These numbers will update automaCcally as you assign items to each member on the Packing List Tab

3.

When Adding new Employees to the list, it should automaCcally expand the table, but if it doesn’t, simply drag the boLom corner to include or remove entries. *

✓ ✖


The rest of the Details Tab is opConal and can be filled out at any Cme. The categories are linked to the Packing List Tab, but you only need to edit them to fit your needs if necessary.

VENUE DETAILS (Op/onal) 1.  Venue Name -‐ Enter the name of the venue where the show is taking place 2.  Venue Address -‐ This will be used to generate the map link 3.  Map to Venue – A link to Google Maps will be auto generated here

CATEGORIES (Op/onal) 4.  Item Categories – These Items will be selectable form the Packing List Tab

under Category, if you decide to add any new items. All Categories can be edited or removed. To add a new category that is missing from the list, add it underneath the current table and drag the corner down the same way we did in Step 3.

4.

1 2

3

4

# This Cells Auto-Update

PACKING LIST TAB OVERVIEW Part 2

A

B

C D E F G H

Go to the Packing List tab. Now that you have entered the beginning details, your listshould look like the image below. If it doesn’t you should check to make sure you entered all the details correctly from steps 1-‐4.

A.   Event Title – Title of the event from the details tab

B.   Progress Bar –The percentage of tasks already completed

C.   ID # -‐ This is a task ID number

D.   Item– This is the specific item to bring to the show

E.   Category – What type of Item is this

F.   Owner – Person responsible for bringing this to the show

G.   Status – Current compleCon status of item

H.   Notes – A space for personal notes or comments about task

I.   Details BuIon – A quick link to get you back to the details tab

I


The ID column contains a simple ascending count of the tasks when you begin. This column always stays in order so that you can see how many items you have. If you want to use the ID for sorCng purposes, aWer you have the items in the proper order, copy the whole column and paste the value. You will then be able to sort your trade show items by ID*.

C.

Columns Explained – ID

Warning: If you use the column for sorCng and add in a new row, you’ll noCce that it does not automaCcally receive and ID number. If you don’t want to have to renumber all the other cells in order to insert it at a specific spot, you can get a unique number that fits the order by using decimals. For instance if you insert a line between 10 and 11, instead of renumbering all the tasks from 11 to the end, you could just give the new item a number of 10.1

*


The Item column simply contains the name or a brief descripCon of a specific item to bring to the trade show. The list begins as an exhausted list to get you started, but this column is completely editable and the final list is up to you. You should remove any rows that contain items that aren’t applicable to your show. Every show is different so make sure you add any addiConal items that may be missing from the original list.

D.

Columns Explained – Item


The & Category column is a completely customizable column used for the purpose of sorCng. You can come up with as many categories as you would like to help organize your trade show items.

E.

Columns Explained –Category

Use column filtering and sorCng to help keep track of items and create the perfect view of your team’s progress. *


The Owner column is where you select the member of your team that is responsible for bringing that specific item to the trade show. The value must be chosen from a dropdown box that consists of all the Team Members listed on the Details tab.

F.

Columns Explained – Owner


The Status column is where you indicate the current status of an item. You can select either Packed, Not Packed or Wai;ng On for the various stages of compleCon. If you do have an item that you no longer need to bring, instead of deleCng it, you can simply mark it as N/A. Marking a task as Packed will further your progression towards 100% compleCon. Marking a task as N/A removes it from all totals and counts in the spreadsheet.

G.

Columns Explained – Status


The Notes column is just that, a place to enter any notes or comments that you would like to remember for later. There isn’t much to this column, it’s only for convenience and is not connected to any formulas or other cells. H .

Columns Explained – Notes

Thank You! Have any questions? Stay in touch!

www.plexkits.com

https://twitter.com/PLEXKITS

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http://ca.linkedin.com/in/rickbannerman/

tradeshow packing list instructions

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