Working Your Tasks in GC GO: A Guide for Students

Welcome! Your Tasks page is home base in GC GO. It’s where every cadence step lands — the intro email, the follow-up call, the check-in text — already lined up in the order your manager built them, each one tied to a real constituent and ready to work. You don’t have to wonder what to do next or who to reach out to. The task tells you.

This guide walks you through working a task start to finish: how to open one, how to send the email, call, or text it’s asking for, and — just as important — how to read the banners that pop up when a constituent has already made a gift or written back, so you complete the cadence the right way instead of firing off a touch they don’t need.

What the Tasks page does for you

Your tasks are the daily to-do list the cadences assigned to you generate for you. Working from them means:

• The right people, in the right order. Each task is one step of a cadence for one constituent — surfaced the day it’s due.
• The message is already there. Open an email, call, or text step and the linked template is populated and waiting. You just personalize and send.
• One place to act. Send the email, place the call, or send the text right from the task.
• Outreach that logs itself. Turn any touch into a contact report as you go, so the constituent’s history stays current.
• A heads-up when things change. If a constituent gives or replies while a step is still open, GC GO tells you right on the task.

Where your tasks live

Click Tasks from your Homepage or in the left-hand menu to open your task list. A task shows up here once a cadence step comes due for one of your constituents.

To work a step, click the cadence title (or the task) to open it. The task view gives you everything you need in one place:

• The constituent and the context for this step.
• The channel this step calls for — email, phone, or text — with the linked message template already populated.
• Any notification banners at the top (more on those below).
• The action buttons to complete, postpone, dismiss, or move between tasks.

Tip: Work top to bottom. Read the banners first — they may change what you do — then handle the outreach, then complete the step.

The three kinds of steps

Most cadence steps ask you to reach out one of three ways. Each opens the right tool right inside the task.

Email steps

For an email step, you’ll write and send from the email editor built into the task.

1. Open the task and find the Email Prospect section.
2. The step’s linked template is already loaded.
3. Confirm the Sender Name, From address, and Subject Line, then personalize the message. Merge tokens (like $PREFERRED_FIRST_NAME$ or $LAST_GIFT_AMOUNT$) fill in automatically.
4. Click Send Email and then click Finalize Contact Report

Phone steps

For a call step, you’ll dial right from the task using the calling method your manager set up for you.

1. Open the task and click the Call button and select the constituent’s number, if multiple.
2. Place the call — through your browser (VoIP) or bridged to your own phone (pass-through), depending on your setup.
3. After the conversation, log a contact report from the call so the outcome and next steps land on the constituent’s record.

Text steps

For a text step, you’ll message from the task and the conversation stays threaded.

1. Open the task and click Text Constituent.
2. The step’s template loads in the compose box. Personalize it, add a photo or a personalized link if it helps.
3. On a first message to someone, GC GO will automatically add your opt-out language to the first text. 
4. Click Send. Replies come back to your Text Conversations inbox.

For the full walkthrough, see the Texting in GC GO onboarding guide.

Completing a step

Logging a contact report automatically completes the task. These are other action items available for a task: 

• Mark as Complete — this completes the step without a contact report. 
• Postpone — push the step to a later date when now isn’t the right time.
• Dismiss — clear the step without completing it.
• Previous / Next — move between tasks without leaving the view.

Most of the time, you’ll be logging a Contact Report, which will complete the Task automatically

When a constituent acts first: the notification banners

Here’s where working from tasks really pays off. Sometimes the outcome arrives before you reach the end of a cadence — a constituent makes a gift, replies to your email, or texts you back while a step is still sitting open. When that happens, GC GO surfaces a banner at the top of the task so you’re never the last to know.

Blue banners: the constituent did something

A blue banner means the constituent took an action you’ll want to factor in before you complete the step. You may see:

• 🎁 “Constituent has made a new gift online” — they gave through an online form.
• 🎁 “Constituent has new imported gift” — a gift came in through your CRM.
• ✉️ “Constituent has responded to an email …” — they replied. If the email belongs to another gift officer, the banner names who and the date (e.g. “…from Jordan Lee on Jun 12, 2026”).
• 💬 “Constituent has replied to a text conversation …” — they texted back, with the date (and the staff member, if it wasn’t you).
• 🗺️ “Constituent has been confirmed on an upcoming trip.”
• 👤 “Constituent has been assigned to a new Gift Officer.”

When the activity is yours to see, the banner includes a View Details link to jump straight to the gift, email, or text — and an ✕ to dismiss the banner once you’ve acted on it.

What to do with a blue banner: Read it before you send anything. If someone just made a gift or wrote back, the next scheduled step (say, another follow-up ask) probably isn’t the right move. This is usually your cue to complete the cadence early — see the next section — rather than push another touch.

Orange banner: an earlier step is still open

An orange banner reading “Constituent has an earlier Cadence step open:” with a link to that earlier task means you’ve jumped ahead — a previous step for this constituent hasn’t been finished yet. Click through, handle the earlier step first, then come back. It keeps your outreach in the order the cadence intended.

Completing a cadence

When the constituent gives or replies 

When a constituent gives or responds, the goal isn’t to keep marching through follow-ups — it’s to stop the remaining touches so you’re not chasing someone who already said yes. In this situation, click on the Gear icon at the top of the Task and select Complete Cadence. 

You’ll also be prompted to Complete a Cadence if you are completing the last open step for that constituent. In either scenario, the Complete Cadence window will appear. This is GC GO making sure the whole cadence wraps up cleanly, not just this one step.

In that window:

1. Select a Cadence Completion Reason (required). Pick the one that best matches what happened. 
2. Click Complete.

You’ll see a Cadence Completed confirmation — “[Cadence name] has been completed for [Constituent name].” — and the remaining steps stop generating tasks.

Why the reason matters: Completing with a reason like Made a Gift keeps a clean record of why the outreach ended. Your manager can see at a glance which cadences closed because they worked — and your team stops sending follow-ups to someone who’s already across the finish line.

A few tips to work your tasks like a pro

• Read banners before you act. A blue banner can change your whole next move — check it before you send another email or place a call.
• A gift or a reply is a finish line, not a footnote. When someone gives or writes back, lean toward completing the cadence with the right reason rather than pushing the next scheduled touch.
• Pick the honest completion reason. “Made a Gift” and “Scheduled a Visit” tell your manager the cadence worked. It only takes a second and it makes your whole team smarter.
• Clear the orange banner first. If an earlier step is still open, handle it before the current one so your sequence stays in order.