Preparing ClickUp and SOW for Aladdin Meeting Day

In this training course, participants will gain hands-on experience in preparing ClickUp task boards and editing Scope of Work (SOW) documents to streamline planning for Aladdin’s B2B Matchmaking events. Focusing on real-life applications, the course guides learners through duplicating and adapting templates from past events, such as the Aladdin Real Estate Trade Show, to plan for upcoming verticals, including Hospitality, efficiently.

The first lesson guides participants step-by-step on how to replicate a task structure in ClickUp from an existing event, reassign responsibilities, set clear deadlines, and ensure alignment of all tasks before, during, and after the program. Learners will also learn how to troubleshoot visibility issues, reset task statuses (e.g., from Closed to To-Do), and properly sequence critical tasks, including database imports, portal preparation, branding, email campaigns, and client calling schedules.

In the second lesson, learners will shift focus to preparing the Scope of Work document by duplicating and editing an existing SOW. Emphasis is placed on using “Find and Replace” tools effectively, customizing dates for deliverables, and verifying batch submission timelines. Participants will also learn where to store and link SOW files within shared drive folders and ClickUp.

By the end of this course, team members will be equipped to independently launch project workflows for new events using a proven system, while ensuring deadlines and responsibilities are communicated across internal teams. This course is essential for operations professionals, project coordinators, and Aladdin event staff involved in event execution and client success.