Tasks

Find it: Left nav → Tasks · Who can use it: Anyone can view; users with donor-write access can create, complete, and delete tasks.

What you'll see

Tasks are grouped into two sections: Open (with a count) and, once you finish some, Completed. Each task shows its title, type, and — if it's tied to a donor — the donor's name with an open donor link. A due date appears on the right; anything past due is flagged in red as Overdue.

How to create a task

1. Click New task in the page header.
2. Enter a Title (for example, "Call to thank for last gift").
3. Pick a Type: Call, Meeting, Thank-you, Cultivation, Solicitation, Follow-up, or Other.
4. Optionally set a Due date.
5. Click Create task. If you created it from a donor's profile, it's automatically linked to that donor and assigned to you.

How to complete a task

1. Check the box on the left of any open task.
2. It moves to the Completed section and shows with a strikethrough. Uncheck it to reopen.

How to delete a task

1. Click the trash icon on the right of the task row.
2. The task is removed immediately.

How tasks connect to your pipeline

• Tasks are the day-to-day counterpart to a donor's Next Action date — the pipeline-discipline field that keeps a donor from going cold. Setting a next action on a donor and creating a task to do it work hand in hand.
• The Action Plan on a donor's profile has a Create tasks generator that turns recommended next steps into ready-made tasks here, so you don't have to type them out.

Good to know

• Open tasks are sorted by due date, soonest first; overdue items stand out in red.
• Tasks keep every Tier A–D donor moving with a clear next step — an empty list means nothing is queued, not that everything's done.
• A task without a due date simply won't show a date and can't be overdue.