Notes and Tasks can be added throughout the system to document additional information about records and to remind yourself and other staff members about upcoming projects, administrative tasks, and recurring events at your foundation.
All notes can be accessed from the Notes page while notes pertaining to specific records can be accessed there. Notes are a text record that can be added to most any records in the system such as profiles, grants, funds, or donations. These are often used to record interactions with donors and prospects and can help create a relationship or moves management strategy.
Tasks enable you to track to-do items that relate to specific profiles, funds, grants, etc. In relation to profiles, tasks are often used to track upcoming action items related to relationship cultivation or moves management
Tasks are organized using task buckets, which are listed below.
- Current
- All
- Assigned
- Completed
- Shared With Me
- Shared With Others
Add Task/Note Types
Task/Note Types can be added to categorize tasks and notes in your site for reporting purposes. The same user-defined menu applies to both tasks and notes.
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Add and Manage Tasks
Tasks can be added from the main Tasks page or from any other page or record in the system. The Tasks page provides several different options for viewing tasks you have created, are assigned to, or that have been shared with you.
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Add and Manage Notes
Notes can be added for any record associated with a unique ID or number. They can also be imported into your site and can be deleted in bulk.
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Report on Notes and Tasks
On the main Notes page, filter reporting can be used. In addition, a Notes custom report and Tasks custom report are available.
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