Import tasks from a csv so that you can organize your cultivation plans in a spreadsheet instead and add them all at once instead of in batches or one-by-one.
Guest
Aug 25, 2025
Once again...a feature that should be simple is lacking. They allow import of other types of data. Why do they exclude tasks? This is especially relevant when onboarding from another CRM.
There is no data for me to create a constituent report b/4 a bulk task upload. So, first I have to upload a fake NOTE to all of the appropriate constituents, then create a CONSTITUENT report to find those fake NOTES, create the bulk TASKS, then go back and delete the fake NOTES to clean up everyone's TIMELINES. It would be a lot easier if I could upload a .csv of TASKS just like NOTES.
We run reports to get a list of people that need to be called. We then create tasks for 3 of our staff to make the calls, about 30 a week. Adding the task from the report sort works but does not allow us to easily change due date or who is calling.
We use a 365-Day Onboarding Plan for New Givers that has 5 things we do after someone gives for the first time.
I add the same description and have a basic Note template that we add. It references a Google Document with Instructions to the User Name. It is time consuming to add these manually.
Could we please add this asap? I can send Pizza to the team to make a rush on this!
Once again...a feature that should be simple is lacking. They allow import of other types of data. Why do they exclude tasks? This is especially relevant when onboarding from another CRM.
There is no data for me to create a constituent report b/4 a bulk task upload. So, first I have to upload a fake NOTE to all of the appropriate constituents, then create a CONSTITUENT report to find those fake NOTES, create the bulk TASKS, then go back and delete the fake NOTES to clean up everyone's TIMELINES. It would be a lot easier if I could upload a .csv of TASKS just like NOTES.
We run reports to get a list of people that need to be called. We then create tasks for 3 of our staff to make the calls, about 30 a week. Adding the task from the report sort works but does not allow us to easily change due date or who is calling.
I would love to have the ablity to import tasks.
We use a 365-Day Onboarding Plan for New Givers that has 5 things we do after someone gives for the first time.
I add the same description and have a basic Note template that we add. It references a Google Document with Instructions to the User Name. It is time consuming to add these manually.
Could we please add this asap? I can send Pizza to the team to make a rush on this!