Tasks

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

3 articles in this collection
Written by Angelina Pavone and Adam Bansmer

Edit a Task Automation

How to edit a Task Automation. Change Automated Task settings.

Written by Adam Bansmer
Updated over a week ago

Search Automated Tasks

How to search and filter all your Automated Tasks.

Written by Angelina Pavone
Updated over a week ago

Create a New Task Automation

How to create a new task automation. Create new supporter follow up task automation. Transaction Tasks.

Written by Angelina Pavone
Updated over a week ago