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Create an Automated Task
Navigate to the Tasks section and click New Task Automation.
Provide a helpful name for the automation.
Assign this task to
When a task is created, it will be assigned to the team member selected.
Select the appropriate response from the list.
A helpful indicator for tasks created through this automation.
Add brief instructions or notes about the automation or the appropriate response.
Reassign supporter based on this task
When a supporter completes a Transaction that creates a task, they can be assigned to the team member selected above. This is a great way to automatically assign donors to portfolios based on their donation activity.
Create interactions when this task is completed
When a task is completed, it can appear in the interaction history on the Supporter's Profile. This is a great way to keep a record of each interaction you've had with a donor.
Automation Rule Filters
Next, you can set the filters that determine which Transactions will create a Task.
Click Automation in the sidebar menu and select the appropriate Transaction filters. Click Save when complete.