Task categories – setup and management
by Organising tasks into categories where large task numbers exist
Category: Setting Up and Managing Campaigns
Create your own projects to share publicly or privately to create impact with your teams
Sending tracked activity data to Blackbaud
How to gather data from remote teams using the mobile app and send it back into Blackbaud Raiser’s Edge NXT
Connecting Task to your Blackbaud account
How to connect your Task account to Blackbaud services such as Raiser’s Edge NXT
Team permissions
Allocating different permissions to team members
Building your team
Inviting and managing team members inside the project admin area
Connecting to Twitter
How to setup the Twitter connection so you can auto-publish activities
Auto-publishing tasks to social networks
Update your social networks with completed Task activities
Log task data to Google Sheets
Information collected sent to Google Sheet accounts using a Task workflow
Creating a new task as a workflow step
Automate the next step in your teams process
How to copy tasks between projects
Duplicate existing tasks with ease