Manage tasks and solicitation plans

For GiveCampus Gift Officer users. Your role and school configuration determine the available portfolio, school-wide and administrative controls.

How to use

Use Tasks within your portfolio for the work associated with that portfolio, or the authorized school-wide task view for broader oversight. Create/update tasks and use bulk-update controls only after checking the selected scope.

Use Plans (the school may customize its label) to create/edit the permitted solicitation plans and relate work to the intended prospects. Administrators can manage plan templates, template tasks, plan types, stages, and settings. Review the plan’s generated/associated work after creation.

Troubleshooting

A task, a plan, an opportunity, and a cadence are related but distinct. Do not assume editing one changes all others. Check portfolio, assigned officer, due date, stage, filters, and plan association when a task appears missing.

Account-specific settings

The exact automatic task creation and stage-transition rules require the selected template and plan settings. Review the selected template and plan settings with your administrator.