Notes and Tasks
Manage your next steps with donors and keep track of past communications or other activities
- How Do I Edit Tasks in Bulk?
- How Do I Create a Custom Task Type?
- Updating and Deleting Automated or Recurring Tasks
- How Do I Create a Contact Note?
- How Do I Create a Task?
- How Do I Create an Automated Task?
- What Can I Do on the Task Board?
- How Do I Complete a Task?
- How Do I Create Custom Note Types?
- How Can I Attach a File to a Contact Record?