Tasks and assignments are things that need to get done. We designed this feature with your fundraising in mind, but you could use this task management platform as you might a platform like Monday.com
Here's how to create a new Task.
1. Assign users
First, select the User(s) to whom you'd like to assign the task (to add or manage your users, click here.
2. Subject, description, and status
Then, provide a Subject and Description to the Task. And then select the task's status:
Not started
In progress
Waiting for someone else
Completed
Deferred
3. Association: Donor or Lead
Then, select the Donor or Lead that the task is associated with (if you'd like to associate a task to an Opportunity, edit the opportunity and click on "save and create task").
4. Due Date
Next, set a due date for the task.
Finally, either save the task, or save it and create a reminder.
