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Tasks

Create automated tasks powered by donation activity. Assign tasks to team members and track follow up.

Angelina Pavone avatar Blake Goldstein avatar
3 articles in this collection
Written by Angelina Pavone and Blake Goldstein

Create a New Task Automation

How to create a new task automation. Create new supporter follow up task automation. Transaction Tasks.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Edit a Task Automation

How to edit a Task Automation. Change Automated Task settings.
Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

Search Automated Tasks

How to search and filter all your Automated Tasks.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago