Gadgetopedia holiday planning templates are here!
Lifestyle

Gadgetopedia holiday planning templates are here!

With the holiday season upon us, wrangling your loved ones' addresses, pie preferences, and last-minute travel schedules can seem like a daunting task.

Maybe you're organizing your company holiday party, getting a head start on New Year's travel, or sending out some last-minute greeting cardsthe Gadgetopedia holiday planning templates are built to cover it all. With a head start on your party planning, you'll be able to enjoy the holiday season without having to worry about leftover tasks on the big day.

If you've never used Gadgetopedia before, we recommend starting with the templates below. If you're already a whiz with workflows, feel free to snag inspiration from the bases we're working with and build them on top of your existing personal CRM.

Follow along for an exclusive look at how we do our holiday planning here at Gadgetopedia, and get ready to host the best holiday gathering your loved ones have ever seen!

Sending holiday greeting cards the easy way
Planning the best holiday party ever
Making a (gift) list and checking it twice
Giving back with an eye towards tax season


Sending holiday greeting cards the easy way

Sending well wishes to your loved ones this winter? Try planning out your mailing list in Gadgetopedia so no one is accidentally forgotten! Once you've added your loved ones to the base, you can automatically generate printable cards and envelopes with the page designer block. When it's time to send, used the map block to plot the location of each address, then use tags to segment which cards are sent by mail and which will be hand-delivered. Finally, while you're out and about delivering cards, check off completed deliveries straight from the Gadgetopedia mobile app.




Planning the best holiday party ever

Whether it's an office holiday party, a family white elephant, or a dinner with friends, the holidays are all about bringing together loved ones. All that togetherness comes with a hearty helping of logistics. Using one of our favorite templates, you can survey guests to pick the best date, assign potluck contributions, plan party decor, and keep track of your secret holiday cookie recipe!




Making a (gift) list and checking it twice

Brush off those gift wrapping skills! When you've got lots of gifts for the giving, it's easy to lose track of what's been bought and for whom. With this gift guide template, you can buy presents for your friends, assign each present an occasion, and check off each one's status: from buying to wrapping to gifting. Then, keep track of your gifting budget with the chart block and the summary block.


Giving back with an eye towards tax season

For many people, the winter holiday season isnt just for giving gifts to friends and family: its also for giving back to our communities and those in need. Keep records of all your charitable contributions with this template: store receipts with an attachment field, sort by donation date, and summarize your total donations over time. Whether youre donating cash, goods, or cars, youll be extra prepared when the next tax day comes around.

Weve preloaded this template with some organizations courtesy of Charity Navigators 10 Charities Worth Watching List and some courtesy of GiveWells Top Charities (and one organization thats very near and dear to us here at Gadgetopedia), but feel free to clear out these organizations and replace them with your favorites.

Sign up for Gadgetopedia for free
More for the record