NEW FEATURE REQUEST

Task Management

Showing 13

Recurring tasks for administrative work

Set up recurring to-dos not related to a specific constituent in order to easily stay on top of ongoing, internal administrative processes like data scrubbing, reporting, etc.
almost 2 years ago in Task Management 2 Not Prioritized

Improve task reminder tools

Make it easier to keep track of your current, upcoming, and overdue tasks.
over 2 years ago in Task Management 8 Not Prioritized

Sync tasks with calendar

It would be much more useful when I create a task for it to be added to my Outlook calendar rather than reminders to be sent through email.
over 2 years ago in Task Management 0 Not Prioritized

Resolve multiple tasks at once by sending a letter or email

Explore better ways to resolve tasks when sending one-to-many communications through Bloomerang.
over 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Bulk complete tasks

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
almost 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized

Use interaction custom fields on tasks

Use interaction custom fields on tasks so that you can segment tasks based on custom information and track the values on the interactions created when you complete the task.
over 1 year ago in Task Management 0 Not Prioritized

Acknowledgement tasks should have the option to turn into acknowledgements on transactions

When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.
almost 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Assign task to more than one person

We often have times that we need to assign a task to more than one person. This often happens when alerting our team to a grant check that will be coming in (we have two people who input checks) or might need to meet with a major donor. Currently ...
almost 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Workflow Automation: Internal processes and project management

Coordinate work across multiple team members to consistently run internal processes. Examples: Standardizing a cadence for reviewing the major gift pipeline (like researching donor’s interests, updating statuses and notes for their major gift port...
about 2 years ago in Task Management 1 Not Prioritized

Create a Task from the Acknowledgement Section of a Transaction

If we could create a task from the acknowledgment section of a transaction then we could assign volunteers to thank the donor for specific donations and that interaction would be recorded with the donation. Right now this process is much more invo...
over 2 years ago in Task Management / Transactions 0 Not Prioritized