There are a variety of ways you can use Tasks within NonprofitCore for grantseeking opportunities. Utilizing tasks and applying tasks notifications is not a requirement for grantseeking opportunties; however, this can be very helpful in keeping track of information pertaining to grants to which your organization applies. Opportunity Tasks provides detailed guidance on creating, editing, and viewing tasks within NonprofitCore Fundraising.
Utilizing Tasks
There are a number of tasks you can set up within a grantseeking opportunity. Tasks can include but are not limited to the following:
- Letter of Intent (LOI) due date
- Review Cycle(s)
- Proposal approval by Executive Director/Board
- Submit Final Proposal
- Check in on application status
- Send Thank You
- Mid-Term follow up reports
- Send Thank You for Consideration
Apply Tasks Notifications
The above tasks can be helpful to ensure you are staying up to date on any information pertaining to your grants. However, if these tasks are attached to a grantseeking opportunity but notifications for these tasks are not set, you can easily miss completing the task. The steps below provide instruction for how to apply tasks notifications within NonprofitCore.
- Navigate to Fundraising and click Tasks on the navigation bar.
- Click Configuration on the navigation bar.
- Check the Turn on task notification emails within this site? box to receive emails about tasks, and then click Save.
- Once the box is checked, you can then check any of the remaining boxes based on the needs of your organization.
- Once the box is checked, you can then check any of the remaining boxes based on the needs of your organization.
Create and Manage Tasks provides a video resource.