The PLEXKITS Trade Show Packing List Users Guide. This will help you get started with our template while helping your improve the efficiency of your trade show team.

1. TRADESHOW PACKING LIST
USERS GUIDE

2. 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)!

3. 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

4. DETAILS TAB OVERVIEW
Part 1

5. Tradeshow Packing List Guide
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.

6. Tradeshow Packing List Guide
✓ ✖
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.
*
✓ ✖

7. Tradeshow Packing List Guide
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

8. PACKING LIST TAB OVERVIEW
Part 2

9. 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

10. Tradeshow Packing List Guide
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
*

11. Tradeshow Packing List Guide
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

12. Tradeshow Packing List Guide
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.
*

13. Tradeshow Packing List Guide
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

14. Tradeshow Packing List Guide
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

15. Tradeshow Packing List Guide
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

16. Thank You!
Have any questions? Stay in touch!
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