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How do I add a task to an external calendar?
How do I add a task to an external calendar?
Updated over a month ago

The 'Tasks' feature in 'Donor Management' allows you to add your tasks directly to your personal or professional calendar so you can keep important upcoming dates top-of-mind (and on your calendar!)

Step 1: Navigate to your Tasks

From your 'Donor Management' Dashboard, click 'Tasks' in the top right navigation bar.

Step 2: Create your 'Tasks' calendar

Once you are on your 'Tasks' page, click the 'Subscribe' button in the upper right corner of the page.

You can click the first link within the window that pops up or the 'Copy to clipboard' icon next to the 'Calendar URL' field to grab your unique link.

Step 3: Add or subscribe to your new 'Tasks' calendar

Finally, after you click the first link within the pop-up window or copy the 'Calendar URL', you can follow the instructions for your preferred calendar application to manually add or subscribe to your new 'Tasks' calendar.

Note: Certain calendar applications (such as Google Calendar) do not update immediately and may take up to a day or two for new tasks to appear on your calendar.

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