To access your Automated Tasks:

1. Navigate to the Tasks section and click on the New Tasks Automation button from the top bar menu.

Task Automation Details:

1. Transaction List: Select the Saved Transaction List you want to add a task automation to.

2. When a transaction enters the list, create a task for: Select the team member who should receive this task.

3. Response type: Phone, Email, In person meeting, Attend event, Thank, Follow up, Share impact report, Other.

Select task color: This is helpful to keep things organized (and pretty)!

Task Note : In some cases, you may want to add a short note with this task for reference. These instruction can be accessed at anytime in the future.

2. Complete the Automation Settings for your new Task Automation. Click "Save".

3. Click Automation in the side bar menu and select the filters based on the task you would like to create. Click Save when complete. 

Task Automation Details:

1. Transaction List: Select the Saved Transaction List you want to add a task automation to.

2. When a transaction enters the list, create a task for: Select the team member who should receive this task.

3. Response type: Phone, Email, In person meeting, Attend event, Thank, Follow up, Share impact report, Other.

Select task color: This is helpful to keep things organized (and pretty)!

Task Note : In some cases, you may want to add a short note with this task for reference. These instruction can be accessed at anytime in the future.

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Expert Options:

Reassign supporter based on this task: When a supporter completes a transaction associated with this task, they will be forced assigned to the team member selected. This is a great way to automatically assign donors to portfolios based on the actions they take! 

Create interactions when this task is completed: When a task is completed, it will 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!

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