Opportunity Tasks

Add a Task from an Opportunity

1. Navigate to Fundraising.
2. Click Fundraising or Grant Management on the navigation bar, and then click Opportunities.
   • The Fundraising or Grant Management drop-downs will appear based on your license type. 
3. Click the opportunity Name to which you want to add a task.
   
   
   
4. Click Add on the opportunity's Tasks card.
   
   
5. Enter the applicable information, and then click Create. In-system asterisks indicate required fields.
   • Label - The name given to the task.
   • Due Date - This is the date the task needs to be completed by.
   • Assignee - Who this task will be assigned to.
   • Task Type - System defined options to better classify tasks. Task type options include Call, Report, Meeting, Deadline, General, Email, and Mail.
   • Details - Any additional information the assignee needs to know can be added here.
     
     
     

Add a Task from the Tasks Page

1. Navigate to Fundraising and click Tasks on the navigation bar.
2. Click Add Task.
   
   
   
3. Follow step 5 instructions from above to add task details.

Add an Opportunity to the Task

An opportunity can be added to the task record from the task itself.

1. Navigate to Fundraising and click Tasks on the navigation bar.
2. Click the task Label.
   
   
   
3. Search for an opportunity in the Opportunities area, and then click the opportunity name. 
   
   • A task added as shown above can be found on the Tasks card of the opportunity.

View and Edit a Task from the Tasks Page

1. Navigate to Fundraising and click Tasks on the navigation bar.
   • Click a column header to filter by that column.
   • Click the Calendar tab to view your tasks through a calendar view.
2. Click the task Label.
   
   
   
3. Click Edit.
   
   
   
4. Edit the task, and then click Save.
   • Change the progress of the task by selecting a progress option from the drop-down menu.
     • Progress options are To Do, In Progress, and Completed.
       
       
       

View and Edit a Task from an Opportunity

1. Navigate to the opportunity where the task is located.
2. Locate the Tasks card, and then click the task.
   
   
3. Follow steps 3-4 from the above section to edit the task.