Company events such as trips, employee celebrations or even weekly meetings and conferences, bring employees together to develop interpersonal relationships that couldn't exist inside the structured environment of the office. It validates your employees, breaks up the monotony of work, increases morale, and creates a more productive team.

Planning and executing a successful company event is no simple task!

That’s why we created for you 6 steps you can do when a company event is coming up, using Connecteam:

  1. Assign tasks to your employees regarding the event- using the Quick Task feature.

  2. Create a registration form to find out your employee's different preferences for the event using the Forms feature.

  3. Notify your employees about the upcoming event and create an attendance list using the Events feature.

  4. Send an update to your employees to remind them about the event using the Update feature.

  5. Get feedback from your employees about the event with the Survey feature.

  6. Share your company photos from the event in the Knowledge Base feature.

✍️ Step 1: Assign tasks to your employees to get everything done for your event- using the Quick Task feature.

After you thought about all your company’s event details (Goals & objectives, budget, date & Venue, event program, and more), Now it’s time to make all the arrangements you need for the upcoming event.

With the Quick Task feature, you will be able to create individual tasks, group tasks, or subtasks, regarding the event you are planning and have full transparency into seeing everyone’s execution. This stage will help you save tons of time, make your day much more efficient and make sure everyone is aware of what they need to do.

A task can be anything you need to do regarding your event, like creating an itinerary, arranging transportation, creating a registration form, or buying supplies.

It couldn’t have been easier to view all the relevant task information - with descriptions, images and files, due dates, and much much more. Once you have that setup, you can assign these tasks to the relevant employees, and even get notified once they have seen them and of course, completed them.

💡Pro Tip: Organize your company events tasks by labeling them (view the picture below). This will make your event planning process more efficient and structured.

Click Here to learn how to utilize Quick Tasks.

📝 Step 2: Create a registration form to find out your employee's different preferences for the event using the Forms feature.

Collecting your employee's information and preferences prior to your company event is a crucial step in organizing your event and satisfying your attendees. With Connecteam’s Forms feature, you can easily collect your attendee’s information, like their dietary restrictions, transportation needs, accommodation preferences, availability, and more.

Creating a registration form will help you collect the necessary information you need and prepare for your company event.

✳️ Increase exposure to the registration form by attaching a shortcut of it on the event you created, on an update, and even on a task, you assign to your users on the Quick Task feature.

💡Pro Tip: Personalize your registration form to your employees, make it user-friendly and ask short questions. This will make your employees excited about the upcoming event and feel like they are going to be taken care of.

Click Here to learn how to create a Form.

Click Here to learn how to attach a Shortcut.

🎉 Step 3: Notify your employees about the upcoming event and create an attendance list using the Events feature.

If people don’t know about your event, no one will show up! Start Using the Events feature to promote your event and boost your company's events experience!

In just a few clicks, using the Events feature, you will be able to create your event information, notify employees about the date, time & location, manage, track attendance and communicate about internal events.

✳️ You can even add a shortcut on the event to the registration form- so everyone will fill it out!

💡 Pro Tip: A successful event has a theme or concept, which the invitation looks attractive. Use the Event feature to boost your company's events experience.

Click Here to learn how to create an Event.

Click Here to learn how to attach a Shortcut.

📣 Step 4: Send an Update to your employees to remind them about the Event to boost your employee’s engagement and keep everyone up to date.

Your event is coming up? That’s exciting! Now it’s time to send an update about it to your users, to remind them about the event, get them pumped out about it, and get them engaged with one another. Think of the Update Feature as your social wall, where you can add the upcoming event details, attach the event schedule, and more.

💡 Pro Tip: Create an update that will encourage your users to get excited about the event and have fun. When your attendees are happy, your event is bound to be a success.

Click Here to learn how to create an Update.

💭 Step 5: Want to know what your employees thought about your event after it finished? Send them a Survey!

Your company event ended and we are sure it was a huge success! Now it’s time to get feedback from your attendees about it!

Create a Survey with Connecteam’s Survey feature to help you determine if the event met your original goals and what impact it had on your employees.

For example, if you had a company trip, you can create a survey to measure your employee’s satisfaction from the trip, find out how they really felt about it, what they liked and what was missing for them. Analyzing the survey answers will help you learn and refine your planning for the next trip.

💡 Pro Tip: Create a survey that is anonymous, so your employees will feel comfortable expressing their real thoughts.

Click Here to learn how to create a Survey.

📷 Step 6: Share your company photos from the event in the Knowledge Base feature.

If you didn’t post it, did it even happen?

Wouldn’t it be great to have all your company event’s pictures, files, and relevant information in one place and accessible for everyone to see? Just think how wonderful it would be to share your memorable moments with your colleagues in a few clicks, using the Knowledge Base feature.

In the Knowledge base feature, you can create separate sections for each company event you had, and have the content in each of them folders, pictures, text, links, or documents.

💡 Pro Tip: Sharing your company photos will increase engagement with one another and make everyone feel closer to each other.

Click Here to learn how to create a Knowledge Base.


✳️ This article’s purpose is to boost your creativity on what can be done using Connecteam as an all-in-one solution. It is important for us to say that depending on your company size, event complexity, and more, not every step might be relevant to you.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question!

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