How Do I Create a Task?

Tasks can serve a variety of purposes and thus, come in a variety of types! While there are a few different categories of Tasks within the app, they all serve the same ultimate purpose - to coordinate future actions within your team, Donors, and other stakeholders to keep everyone humming along smoothly and efficiently.

Table of Contents

1. Task Overview
2. Adding a Single Task
3. Adding Tasks In Bulk
4. Adding A Task Via Automation
5. Adding A Task Via The Dashboard Widget
6. Adding A Task Via the Tasks Page

Tasks Overview 

While all Tasks generally work the same and can be managed from within the Tasks page, they are created through different areas of the app.

A Task can be any of the following:

• Task
• Recurring Task
• Automated Task
• Campaign Communication Task
• Gift Ask Task
• Grant Task

Adding a Single Task

• Task (required): Enter a brief explanation of the Task that needs to be done.
  • Although this is an open text box, think of this field as the title for the Task, precise but not overly detailed.
• Description: Utilize this field to document any and all details relating to this Task, things like background information, or instructions for the assignee.
• Due Date (required): This field will default to two calendar days from the date of entry but can be set for any future date.
• Recurring: If this box is unchecked, a single Task will be created. If this box is checked, a single Task will still be created, but upon completion of the first Task, a duplicate Task will be created based on the frequency identified in the next field.
• Frequency: This field will be available once the Recurring box is checked.
  • The options available in the drop-down are: Annually, Monthly, Quarterly, Weekly
• Individual: A Task, while housed on the Contact record, can be attached to a specific individual. If it is attached to an individual, you'll see that indicated on the Task itself.
• Owner: Identify the Virtuous CRM+ user to whom this Task will be assigned. 

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Adding Tasks In Bulk

You can add an identical Task to multiple Contact records from a Query or your Contact Queue.

To learn more about working with the Contact Queue, check out this Support Article. 

If you are using the results from a Contact Query, you can select the Actions drop-down menu and select "Add Task For Contacts."

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Adding A Task Via Automation

To learn more about the Automation Task Action, check out this Support Article. 

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Adding A Task Via The Dashboard Widget

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Adding A Task Via the Tasks Page

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You've added a Task- now what?

Now that you've added Tasks for yourself or for another member of your team, you need help remembering when each Task is due. 

• On a Task created by you, for you: you will see the notification in the Task icon at the top of the page immediately.
• On a Task created by another User: the recipient of the Task will immediately receive an email that they have a Task in the app. This does not apply to Tasks created through Automation.
• Created by Virtuous CRM+ (via Automation or best practices): You will see the notification in the Task icon at the top of the page immediately. 48 hours before the Task(s) are due, you will also be sent as a digest email, which is just a single email listing all the Tasks it has created for you. Details below.
• 48 hours before a Task is due, regardless of who created the Task, you will receive a notification that you have a Task due date coming up.
  • If you have more than 3 Tasks pending (within 48 hours) you will receive 1 email with all your upcoming Tasks that are due (a digest)

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