Your Action Plan
Every donor, grouped by what to do next — then turned into real tasks, up to 25 at a time.
Find it: Left nav → Action Plan · Who can use it: Org Admins / CDOs and Development Associates (roles that can edit donors). It's the natural first stop right after an import.
Today is now your daily workspace
A banner at the top explains that Today is where daily work happens and Tasks keeps the full list and history. The Action Plan still works exactly as before for planning by group, and groups that Today also covers show an Open in Today link:
| Group | Opens in Today |
|---|---|
| Thank & steward first | Thank now (close, not identical) |
| Major donor attention | Unassigned priority donors (related, not the same: Today looks at relationship owners) |
| Reactivate | Relationships going stale (related, not the same) |
| Warm volunteer prospects, Cultivate for upgrade | no Today equivalent — work them here |
What you'll see
The screen sorts your donors into up to five urgency groups, each in its own colored card with a count, a short "why it matters" line, the first six donor names, and a Create tasks button. A summary line at the top tells you how many donors sit across how many groups. The five groups are:
- Thank & steward first — they gave recently but no thank-you is logged. Honor the 48-hour rule for mid and major donors: thank first, before any ask.
- Warm volunteer prospects — active volunteers whose giving lags their engagement.
- Reactivate — At Risk (LYBNTY) and Lapsed donors. Re-engage with a re-entry ask before they're gone; each shows a suggested re-entry amount where one applies.
- Cultivate for upgrade — engaged, steady donors (recurring and mid-level) who are ready for an upgrade conversation.
- Major donor attention — high-capacity majors not yet assigned to a committee or staff member; route them for personal cultivation.
How to create tasks
- Click Create tasks on a group's card.
- A confirmation lists exactly the donors who will get a task: the next 25 or fewer in the group who don't already have matching active work (an open or snoozed task of that kind, or this group's task from an earlier run). It also says the task type and when it will be due, counted from your organization's local date. Nothing is created for anyone not on that list, and there is no "create all".
- Click Create to confirm, or Cancel. Each task gets the group's type, a title, and a due date in your organization's time zone; you are the assignee.
- The result tells you how many were created, how many already had active work, and how many no longer needed one (for example, someone was thanked in the meantime). For a large group, run it again for the next 25.
Good to know
- Never double-booked: a donor with matching active work — an open or snoozed task of the same kind, or this group's task from an earlier run — is skipped, and pressing Create twice (or retrying after a lost connection) never creates a second set.
- Donors who are deceased, do-not-contact or merged never get a task.
- Groups only appear when they contain donors — an empty group is hidden. If the plan can't be loaded you'll see an error, not an empty plan.
- If nothing needs action, you'll see "Nothing needs action right now" — import donors with gift history (or log gifts) to populate the plan.
- Use the Donor Category Key at the bottom of the page to decode the badges.