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.
Guest
Jul 29, 2025
Would be helpful to create recurring tasks for our admin. We do certain things monthly, quarterly and annually and having a reminder system for that in Bloomerang would be helpful.
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!
Would be helpful to create recurring tasks for our admin. We do certain things monthly, quarterly and annually and having a reminder system for that in Bloomerang would be helpful.
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.
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!