Task Management
complete
Tori Meglio
Store, track, manage and report on the tasks and activities that make up your relationships with Contacts and Campaigns.
Add Dashboard task management with Contact and Campaign specific tasks.
Bonus: automated task creation based on triggers.
Log In
Elaine Makikalli
complete
This feature is complete! 🎉You can now create, assign, and track all your fundraising-related tasks in one place as a part of our new Givebutter Plus feature, Tasks, so you no longer need to juggle separate apps, notecards, or scraps of paper to manage your to-do list!
Features:
- Assign tasks to yourself or other team members
- Link tasks to contacts, tickets, transactions, or campaigns
- Set due dates and receive reminders
- Integrate with workflows to streamline repetitive tasks
For full instructions, check out this Help Center article: https://help.givebutter.com/en/articles/9703441-how-to-manage-your-fundraising-to-do-list-with-tasks
Note:
This feature is only available to Givebutter Plus users.✨ On September 25, 2024, we introduced Givebutter Plus, starting at just $29/month, offering enhanced tools and features. Enroll in our 30-day FREE trial to discover how this can boost your fundraising potential: https://givebutter.com/signup/plus-trial
Elaine Makikalli
Hi everyone! This, along with many other highly requested features, has been in our pipeline!
Givebutter has been hard at work cooking up a whole set of exciting new features, and we’re inviting you to be part of the first group to experience them at our live event: The Spread.
🎉
Join us live for a landmark Givebutter launch on September 25th!
Be part of this exclusive event and witness firsthand how these tools can transform your impact.
Register now:
https://givebutter.com/the-spreadA
Anne Sutton
YES to all of this
Rabbi Chanan Krivisky
sweeet!
Jesse Saldana
planned
Kait Cogswell
Merged in a post:
Customize Reminders For Contact Events
Cris Edwards
- Have the ability to set a reminder to thank supporters who have donated more than X dollars.
- Add a task or reminder to call, send an email, etc. to a donor. (I tried to add a phone call with tomorrow's date assuming it would create a task to call the donor, but once I created it, it logged it as a completed event to the timeline.)
Rabbi Chanan Krivisky
This would help make it a really great CRM.
H
Heather Denkmire
As far as I can tell, the lack of the option to use Givebutter to remind me to call or email or write to a contact, etc. for relationship building is the ONLY missing feature!
Kait Cogswell
Jesse Saldana
open
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