How to create and assign tasks or follow-ups

Tasks and follow-ups help make sure important actions do not get forgotten.

Creating a task

1. From a contact, donation, organization, or other record, look for a Tasks, Follow-ups, or Activities section.
2. Click Add Task or Add Follow-up.
3. Enter:
   • Due date
   • Description of what needs to be done
   • Person responsible
   • Priority if available
4. Save.

Managing tasks

• Mark tasks complete when finished.
• Overdue tasks usually appear on the dashboard or in a task list.
• You can often filter tasks by assignee, due date, or related record.

Using tasks consistently improves follow-through across the team.