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NEW FEATURE REQUEST

Task Management

Showing 2

Assign tasks from a Constituent Report

Have a group of constituents that should all get the same follow-up? Create identical tasks for every constituent in a report in one step, without entering the same details multiple times.
over 2 years ago in Task Management 0 Released

Add, edit, and complete Tasks from the Dashboard

We are improving the task widget functionality to improve users' experiences. Here are some of the improvements: You will see the full "All" and "My" task lists on the dashboard You can view task details at a glance or can scroll through the Overd...
over 2 years ago in Task Management 0 Released