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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

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