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