Utilizing the 'Tasks' feature in 'Donor Management' allows you to set reminders for important deadlines and delegate work to your team all from one convenient location within your Network for Good account.
Step 1: Add a task
From your 'Donor Management' Dashboard, click 'Tasks' in the top right navigation bar.
Shortcut: You can also click the 'Add Task' button under 'My Tasks' on the right side of your Dashboard.
Step 2: Enter details about and assign the task
From your 'Tasks' page, click the 'Add Task' button in the upper right corner of the page.
A pop-up window will open, prompting you to enter basic information about your task and assign it to yourself or another administrator.
Step 3: Set advanced options ((OPTIONAL)
If you click 'View advanced options', the pop-up window will expand to include additional fields you can set for your task.
Step 4: Save your task
Once you are all set, click the 'Submit' button towards the bottom of the pop-up window to save your task and have it appear under your (or the assignee's) task list to manage and complete.
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