Managing Tasks 2023.pdf
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This document provides an overview of managing tasks in Bloomerang. It begins with welcoming the participants and asking them to introduce themselves. Then, it outlines what will be covered, including viewing tasks, creating and assigning tasks, task notifications, completing tasks and converting them to interactions, task reports, and inactivating users with tasks. Helpful resources are provided at the end. The overall purpose is to educate users on how to effectively utilize the task functionality in Bloomerang.
Managing Tasks 2023.pdf
- 1. Welcome to Bloomerang Academy Thank you for joining us! Please drop into the chat and tell us where you are joining us from and what the weather is like where you are!
- 2. Ask questions Live Transcript Share ideas Housekeeping
- 3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
- 4. Poll
- 5. Margie Worrell Margie Worrell is the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two children and her two small dogs. Curriculum Manager
- 7. What will we cover today? 1. How to view tasks 2. Create and assign tasks 3. Task notifications 4. Complete a task + convert it into an interaction 5. Reports 6. Inactivating users with tasks
- 8. View your tasks and others too! Helps with DELEGATION, DUPLICATION AND INFORMATION!
- 9. Tasks also show on a constituent’s timeline
- 10. Task icons for reference Until you accomplish it and make it an interaction!
- 11. Create a task by clicking on the plus sign. Create and assign tasks for you and others Do this right from your Dashboard Complete turns green when you have entered the minimum amount of info.
- 12. Notification emails for you or your colleagues Reminders make it easier to stay on track! Constituent contact info Task details, including notes Attachments if applicable Reply to complete task Open in Bloomerang Manage task notifications
- 13. Update notifications help you know when things change…
- 14. Complete a task and make it an interaction on the constituent’s timeline
- 15. Reporting on tasks A great way to visualize workload for staff
- 16. Inactivating Users with Tasks Keeps tasks from getting lost if someone takes leave…
- 17. Into the database we go!
- 18. Resources Bloomerang Knowledgebase and Support Portal
- 19. Resources Knowledgebase Tasks View Tasks Create, Edit and Complete Tasks Channel and Purpose
- 20. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!