Comments on: [NEW FEATURE] Task Update, Including User-Specific Tasks!

By: Kristen Hay

Kristen Hay — Tue, 03 Jan 2023 14:58:59 +0000

Hi Emily- please email support@bloomerang.com and they’ll be able to help with reporting.

By: Emily Gaffney

Emily Gaffney — Fri, 30 Dec 2022 15:45:21 +0000

Thanks for these updates and improvements! I would love to be able to run a Constituent + Tasks report to be able to see which Constituents do not have tasks assigned to them (which would be a big oversight/mistake!). I would also like to be able to group tasks by week or month across the top with constituents down the left to be able to see when the development team is going to be busy (and better spread out our plans). If this reporting already exists, I’d love to know. Thanks!

By: Jill Johnson

Jill Johnson — Sat, 01 Oct 2022 16:39:08 +0000

Also, can we have the ability to apply custom fields to tasks?

By: Jill Johnson

Jill Johnson — Sat, 01 Oct 2022 16:38:09 +0000

Can a task be generated from a note? Meaning, if I’ve saved a strategy in a note for a constituent, can I generate a next step as a task?

For example, I’ve saved a strategy for Mr. Smith with the end goal of him purchasing a gala table. After I enter this strategy as a note, I want to log the next step needed which will be to take Mr. Smith to lunch. At the same time, I may also want to assign a task to a colleague who handling mailing and emailing the event invitation, asking her to include Mr. Smith on the distribution lists for the gala invitation (let’s say he doesn’t have any other relationship – transactions, interactions, etc. – with the gala and might not be captured in a general direct mail pull).

Once my colleague has sent invitations, she can mark that interaction as a completed task.

Once I have had lunch with Mr. Smith, I can update the original note and schedule the next task which could be “send proposal to Mr. Smith”.

Once that proposal has been sent, then I can update the original note, and generated a new task like, “Follow up with Mr. Smith and confirm purchase.”, etc., etc., etc…

By: Lauren Camp

Lauren Camp — Thu, 04 Apr 2019 01:22:16 +0000

Can users be notified when a tasks is assigned to them?

By: Steven Shattuck

Steven Shattuck — Mon, 03 Aug 2015 13:15:32 +0000

In reply to Marisa Vrooman. Lots more cool things are on the way!

By: Marisa Vrooman

Marisa Vrooman — Mon, 03 Aug 2015 12:38:44 +0000

This is so exciting! Hallelujah! This ROCKS!
Thank you guys for centennially improving an already great platform!

By: Steven Shattuck

Steven Shattuck — Sun, 02 Aug 2015 22:21:38 +0000

In reply to shelley rizzotti. We're excited too :)

By: shelley rizzotti

shelley rizzotti — Sun, 02 Aug 2015 00:21:16 +0000

YAYAYa

By: Steven Shattuck

Steven Shattuck — Fri, 31 Jul 2015 13:35:41 +0000

In reply to Michael. Not right now, but I will pass the suggestion on to the dev team!

By: Steven Shattuck

Steven Shattuck — Fri, 31 Jul 2015 12:23:43 +0000

In reply to Jen. We were getting tired of Harry Potter :)

By: Steven Shattuck

Steven Shattuck — Fri, 31 Jul 2015 12:23:18 +0000

In reply to Farrah. Working on it!