Prepare an agreed catering event for delivery

The organizer has agreed to the menu and service scope for the 60-person lunch. The event owner now needs to coordinate preparation against that agreement. This gives the next person a usable checklist with the agreement behind each task.

Before you start

Enable Client onboarding and Overdue commitments in Plugins in a workspace you control. Start with a won opportunity that accurately records the agreed scope and customer. Choose valid task assignees. These plugins start disabled.

The fictional demo workspaces show the shared screens and simulated actions. Build this example configuration in your own workspace using fictional records first.

Work through this example

Capture. Record event date, guest count, delivery location, budget range and dietary requirements. Use fictional details for the first test.

Decide. Confirm menu feasibility and delivery access before offering a final quote. A person with responsibility for the service makes this decision.

Hand off. Confirm the agreed menu; verify dietary requirements with the organizer; assign delivery access confirmation. Keep incomplete confirmations visible rather than marking the whole request ready.

Prepare the handoff checklist

Use these example responsibilities, then choose actual workspace members as assignees. Set due dates from the agreement and the dependencies between tasks.

Task	Suggested owner	Evidence of completion
Confirm the menu	Event owner	Organizer confirmation matches the agreed guest count and service scope.
Review dietary requirements	Kitchen lead	The kitchen has reviewed the organizer’s requirements and recorded any outstanding question.
Confirm delivery access	Delivery coordinator	The arrival window, entrance and on-site contact have been checked.

Complete the workflow

1. Open Pipeline and review the won opportunity, contact and agreed scope. Confirm that the example inquiry has become an actual agreement before preparing delivery tasks.

2. Open Client onboarding, select that opportunity and prepare these separate tasks: Confirm the agreed menu; verify dietary requirements with the organizer; assign delivery access confirmation.

3. Give every task a description, valid assignee and due date. The plugin accepts one to ten tasks. Make dates reflect the agreement and dependencies, including the customer information still needed.

4. Choose Review workflow, then Request approval. Check the source opportunity, owners and dates before choosing Approve & create tasks.

5. Inspect the execution result and open the created tasks in Tasks & approvals. Use Overdue commitments to review overdue work later, and update the tasks as the real work happens.

Check the result

The saved tasks retain their source opportunity and show the responsible people and due dates. Checklist creation records responsibility; mark tasks complete only when the agreed work is done. Open each created task and compare its source, assignee and due date with the checklist above. Record the completion evidence in the appropriate source system as the work is done, so the next person can distinguish a finished check from a pending one.

Adapt it for your business

POS orders, table reservations and kitchen production scheduling remain in your specialist tools unless a separate integration has been implemented and tested. Start with a link or reviewed reference to the source record.

Use Build an extension and the development brief when those systems need a connection. Specify the source of truth, permitted data, person who approves changes, duplicate handling and the receipt that proves completion.

What to check

If the contact or source is incorrect, correct it before proceeding. If an assignee or agreed scope changes, prepare a fresh preview. For an uncertain execution result, inspect the original receipt and saved records before retrying with the same request identity. Avoid submitting a second checklist to resolve uncertainty about the first.

Keep the approval required by the action policy. Restrict customer data to what the workflow needs. Enabled plugins use your workspace permissions; hosted infrastructure and connected providers may have costs, and AI conversations use your configured model. Verify the saved source record before relying on the result.