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:
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.
| 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.
You can also see and edit all tasks in Tools, under Tasks.
Comments