If you are working with a donor follow up team, the Task search page will come in handy! You'll be able to display ALL your organization's Tasks based on the assignee, status, and more. 

2) Click Search from the Top bar menu.

Task Filtering Options

  • Response Type
  • Assigned To
  • Status
  • Task Type
  • Created Date
  • Complete Date
  • Updated Date
  • Amount
  • Donor First Name
  • Donor Last Name
  • Donor Institution Name
  • Donor Institution Category

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