Record notes, tasks, giving propensity, and volunteer messages

For the established (legacy) Volunteer Management portal. These steps differ from the newer Volunteer Management interface. Administrator controls require the appropriate school or volunteer-management permissions.

How to use

Open the constituent/assignment and use the available Notes controls to add or edit a note. Use Tasks to create or update the work available to your role, and record giving propensity through its offered form where enabled.

Use Messages for in-portal conversations and Notifications for alerts. The portal also provides announcement dismissal and mark-all-messages actions. Use the appropriate control rather than treating every notification as an email.

Troubleshooting

A note, a completed task, a giving-propensity entry, and a message are different records. If a report does not show the expected activity, verify the action used, constituent, date, and active volunteer role. School labels and visible fields can be customized.

Account-specific settings

Exact task status meanings, note visibility to other volunteers, and giving-propensity scoring must come from role configuration and the current screen. Contact your school administrator if the permissions or scoring are unclear.