Tasks
Create automated tasks powered by donation activity. Assign tasks to team members and track follow up.
3 articles
Create a New Task Automation
How to create a new task automation. Create new supporter follow up task automation. Transaction Tasks. Updated over a week ago
Edit a Task Automation
How to edit a Task Automation. Change Automated Task settings. Updated over a week ago
Search Automated Tasks
How to search and filter all your Automated Tasks. Updated over a week ago