Your 'Donor Management' system includes a 'Tasks' feature designed to help streamline your operations and help your team collaborate efficiently, meet deadlines, and maintain accountability. 'Tasks' act as reminders or "to-do" items within the system, enabling your administrators and team members to stay organized and on the same page!

This feature is available to all users with access to the Fundraising Essentials package with 'Recorder'-level administrative access or higher within 'Donor Management'.

Navigate back to the Donor Management Resource Index.