Projects & Production
Plan, organize, and execute your projects from prep to post-event with powerful production tools.
By Jamie and 3 others4 authors28 articles
đź“Ś Project Overview
Snapshot of your Project, including key details, status, and quick actions.
- Project Page - Project Actions & Hover CardA short walkthrough of the Project Actions options displayed on the Project page.
- Project Overview : Navigating the Details TabThe Project Overview panel is your central hub for managing the high-level details of your event. From updating statuses to managing internal notes and syncs, this panel gives you quick…
- Project Templates & Duplicating ProjectsSave time creating a new proposal by duplicating a previous project.
- Project Activity LogThe Project Activity Log provides a complete history of what has happened within a specific project. This log helps you and your team stay on the same page by tracking…
- Proposal ExpirationFind out how to use Proposal Expirations to drive closing sales!
- Adding Documents Within ProjectsYou may add various file types to an project for internal or to share with a customer!
🛠️ Workroom
Your central hub for building and managing Projects—organize recipes, components, staffing, and production details all in one place
- Adjusting Fonts and Background ColorsThis article will cover where to go and how to adjust fonts and backgrounds within an project.
- Cover & Inspiration BoardsBuild out the cover and inspiration board of your proposal!
- Production NotesUse production notes to ensure your team is on the same page for your products!
- Drag and Drop ImagesEasily move images from Pinterest or your desktop into your Curate Proposal!
- Contact DetailsManage your customers and vendors straight from your proposal!
- RecipesHere's how to create a recipe
- Applying Proposal TemplatesLearn about section templates and adding templates into your proposal!
- Payments SectionSet up and manage your proposal payments!
- ContractsLearn how to edit the Contract section on your proposal!
- How To Create a Task List (AKA To Do List)In this article, we'll talk through how to add checklists to your events!
- How To Access a PDF Copy of An Event
- Project Proposal Versions Overview
- How to share an Project proposalReady to share your Project proposal with a client? Here’s everything you need to know to get it sent off smoothly!
- Orders Page - Moving Line Items Between Sections
- How to Copy & Paste a Recipe
- How to Use Tokens in CurateBy leveraging tokens in Curate, you can create a more personalized, efficient, and error-free process for managing your events and client interactions.
- Adding Fees As A Line Item
- OrdersBuilding accurate, profitable proposals has never been easier. The Orders feature in Curate gives you the tools to confidently price your services by allowing you to quickly build custom line…
đź“„ Prints & Reports
Lay out execution details, load-ins, staffing flow, and day-of logistics.
- Project PrintsHere's how to navigate and manage your Project prints.
- Curate Reports OverviewThis is your one stop shop to learn about all things reporting in Curate!
- Reports - Curate AI AnalysisWith AI-powered analysis, you can discover trends, optimize strategies, and uncover new opportunities like never before!
- Gameplan - Purchase Order