New feature request Subscribe
Status Not Prioritized
Categories Task Management
Created by Guest
Created on Dec 20, 2022

RELATED FEATURE REQUESTS

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.

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  • Guest
    Reply
    |     Dec 19, 2024

    I would like to be able to set a recurring task for constituents/organizations. ie. Send a handwritten note to acknowledge the passing of mom.

  • Guest
    Reply
    |     Dec 4, 2023

    It would be extremely helpful to have the capability to have a recurring task. Especially when it comes to donor relations.

  • Guest
    Reply
    |     May 31, 2023

    This would be helpful! I generate a monthly report that is emailed to our bookkeeper and Board President. I like to prepare the report and double-check that all donations are acknowledged, etc. before sending, so I don't use the automated report function for this. Now, I add the task one month at a time, about 4 months in advance! Extra, needless steps, IMHO!