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USERS GUIDE

TRADESHOW PACKING LIST

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)!

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

Tradeshow Packing List Guide

DETAILS TAB OVERVIEW


Part 1

*
1.
2.

Make sure you follow Steps 1-3 before


changing anything on the Checklist Tab!

Go to the Details tab

Fill in the Show Name & the


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

Tradeshow Packing List Guide

First Things First!

3.

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

When Adding new Employees to the list, it should automaCcally expand the table, but if it doesnt, simply
drag the boLom corner to include or remove entries.

Tradeshow Packing List Guide

4.

The rest of the Details Tab is


opConal and can be lled out at
any Cme. The categories are
linked to the Packing List Tab,
but you only need to edit them
to t your needs if necessary.

# This Cells Auto-Update


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
1

3
4

Tradeshow Packing List Guide

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.

PACKING LIST TAB OVERVIEW


Part 2

Go to the Packing List tab. Now that you have entered the beginning details, your listshould look
like the image below. If it doesnt you should check to make sure you entered all the details
correctly from steps 1-4.

A
B

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

G. Status Current compleCon status of item

B. Progress Bar The percentage of tasks already completed

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

C. ID # - This is a task ID number

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

D. Item This is the specic item to bring to the show


E. Category What type of Item is this
F. Owner Person responsible for bringing this to the show

Columns Explained ID
C.
*

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*.

Warning: If you use the column for sorCng and add in a new row, youll
noCce that it does not automaCcally receive and ID number. If you dont
want to have to renumber all the other cells in order to insert it at a
specic spot, you can get a unique number that ts 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

Tradeshow Packing List Guide

Columns Explained Item


D.

The Item column simply contains the name or a


brief descripCon of a specic 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 nal list is up to you. You should
remove any rows that contain items that arent
applicable to your show. Every show is dierent so
make sure you add any addiConal items that may
be missing from the original list.

Tradeshow Packing List Guide

Columns Explained Category


E.
*

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.
Use column ltering and sorCng to help keep
track of items and create the perfect view of
your teams progress.

Tradeshow Packing List Guide

Columns Explained Owner


F.

The Owner column is where you select the


member of your team that is responsible for
bringing that specic 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.

Tradeshow Packing List Guide

Columns Explained Status


G.

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.

Tradeshow Packing List Guide

Columns Explained Notes


H.

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

Tradeshow Packing List Guide

Thank You!
Have any questions? Stay in touch!
https://twitter.com/PLEXKITS
https://plus.google.com/+Plexkits
http://ca.linkedin.com/in/rickbannerman/

www.plexkits.com

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