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Tasks related to opportunities can serve as reminders for important actions and deadlines. For example, tasks can be created for submitting an application, sending follow up reports, or as a reminder to send a thank you message to a funder. Email notifications for tasks can also be configured. Manage Task Notifications provides guidance.
Add a Task
- Navigate to Fundraising and click Tasks on the navigation bar.
- Alternatively, navigate to an opportunity and click Add on the Tasks card.
- Click + Task.
- Enter the applicable information, and then click Add. In-system asterisks indicate required fields.
- Type - Select the option that best categorizes the task. Options include Report, Meeting, Mail, General, Email, Deadline, and Call.
- Progress - Select the current status of the task. Options include To Do, In Progress, and Completed.
- Assignee - Select the user responsible for completing the task.
- Label - A short summary of the task.
- Due Date - Select the date by which the task should be completed.
- Details - Enter any additional information related to the task.
- Opportunities - Enter an opportunity name and select the opportunity from the drop-down list to relate it to the task. The task then displays when viewing the opportunity.
- Profiles - Enter a profile name and select the profile from the drop-down list to relate it to the task. The task then displays when viewing the profile.
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Files - Add related files by dragging and dropping them into the Add Files box, or click the Add Files box to select a file.
View and Manage Tasks
- Navigate to Fundraising and click Tasks on the navigation bar.
- Alternatively, navigate to an opportunity that has a related task.
- Click the task to expand the details.
- Click one of the available options to take an action on the task.
- Click Edit to make edits to the task.
- Click Clone to create a copy of the task that can be edited before adding.
- Click Upload to add a file to the task.
- Click Delete to delete the task from the system.
- Click the calendar icon to download a calendar .ics file that can be used to add the task to an Outlook calendar.
- Refer to Add and import calendars for detailed guidance.
Click the three dots icon next to a task for quick access to the Edit, Clone, Archive, and Delete actions.
Click Filters at the top of the page to enter criteria, such as a date range, to view a filtered list of tasks.
Click Calendar at the top of the page to view tasks in a calendar format by due date.
At the top of the page, click My Tasks to view the tasks assigned to you, or All Tasks to view tasks for all assignees.
At the bottom of the page, select the desired number of tasks to view per page, or select All to view all tasks.