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If you are working with a supporter 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.
Access the Task search page
1. Navigate to the Tasks section and 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