Associate Tasks With A Contact

This article explores associating a task with a contact. 

Overview

Associating a contact record to a task is a great way to know who you need to be focusing on. Use this for functions like Grant tracking, pledge followup, etc.

Linked Articles:

- Add a Task


Connect a contact to a task

Click the Add New button in the top of the left sidebar, and select Task. Enter the basics of your task here. Learn more about creating a new task here.

After filling out the task, enter the contact you would like associated with the task at the bottom, and choose their name from the dropdown.

contact_with_task.jpg

 

Tip: If you open a contact profile and then add a new task, that contact's name will automatically be associated with that task by default.

When you've created your task, you can see outstanding tasks under the associated contact's profile.

Screen_Shot_2019-04-05_at_2.04.42_PM.pngYou can also see and edit all tasks in Tools, under Tasks


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

 

 

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