01Tasks
Just the work assigned to you
See your tasks and due dates for each event, without wading through the rest of the plan.
For vas & coordinators
Do Your Job Well, Without Seeing What You Shouldn't.
Virtual assistants and coordinators need to get things done, not to read the contracts. Vision gives support staff exactly the tasks and files they need, and nothing more.
The access problem
Sharing a login is not a permission model.
Handing an assistant the owner's password means they see the budget, the contracts and the private notes. There is a better way to share the work.
What you get
Built Around the Way You Work.
02Files
The files you need
Open the documents attached to your tasks, such as guest lists, briefs and floor plans.
03Privacy
No financials, no contracts
Owners decide that budgets, contracts and internal notes stay out of sight.
04Guests
Guest lists and RSVPs
Update guests, track answers and handle the admin that keeps an event moving.
05Messages
Talk to vendors
Message or text the vendors on an event from the same thread, with a clear record.
06Mobile
Work from anywhere
Check tasks and update the plan from a phone, wherever the work happens.
For the owner too
Delegate With Confidence.
Owners hand off the admin and keep control of what matters. Every action is attributed, so you always know who did what and when.
- Roles that hide finances, contracts and notes
- Tasks and files scoped to the event
- A clear record of who changed what
The best support is trusted with the work, not the whole business.
Share only what is needed.
Getting started
Up and Running in Four Steps.
- 1
Get invited
The planner invites you to the events you will support.
- 2
See your tasks
Your dashboard lists the work assigned to you and its due dates.
- 3
Open what you need
Files and details attached to your tasks are ready to open.
- 4
Mark it done
Update tasks as you finish them so the planner sees progress.
Questions
Questions We Hear.
Can an assistant see our prices?
Not unless the owner allows it. Roles can hide budgets, invoices and contracts entirely.
Can I limit an assistant to one event?
Yes. Invite them to specific events and they see only those.
Do assistants need their own login?
Yes. Everyone has their own login, so actions are attributed to the person who took them.
Can they work from a phone?
Yes. Tasks and event details are available on mobile for people who work away from a desk.
Make Space for the CreativityThat Makes Your Work Exceptional.
The Founding Planner Beta is open. Early access, direct input on what gets built, and pricing locked in before public launch.
Empowering the people behind extraordinary events