Create, assign, remind, complete, and filter tasks

Tags: product:gift-officer intent:task intent:reminder intent:assignment intent:complete

Go to Gift Officer > Tasks or choose Add Task from a constituent. Select the assignee and task type, enter a title of up to 100 characters and a due date, and optionally add a description. If the task belongs to a plan, select the plan and its required stage. Select Notify me about this Task and enter the number of days before the due date when a reminder is needed.

The Tasks page can filter upcoming/completed work and task sources or outreach types available to the user's role. Open a task to edit it, perform the associated email/contact-report workflow, or mark it complete. Cadence-created and recommended tasks may have fields that are intentionally locked.

Reassign only when the user has permission to view tasks beyond their own. A read-only assignee does not see the task in Gift Officer; the assignee information can still be exported to the connected CRM. School administrators configure digest behavior at Gift Officer > School Settings > Tasks.