Today's work (To do), explained
One list of everything that needs doing today: follow-ups that are due, donor requests, money owed, recurring gifts that failed, and texts waiting for an answer.
Before you start
- Your login can see people, giving or messages (what you see depends on your access).
- 1
Open To do
Click "To do" in the top menu. The page is called "Today's work".
Today's work: everything waiting, in one list. - 2
The tabs
"All", then "Donor requests", "Follow-ups due", "Commitments past due", "Recurring gifts that failed" and "Texts to answer" โ each with how many are waiting. Click one to see only those.
Each tab shows how many are waiting. - 3
Each item
A label (Request, Follow-up, Commitment, Recurring, Text โ red when overdue), the person, the date, what it's about, and buttons.
One item: who, what, and the buttons to act on it. - 4
Act on it
"๐ Call" calls them from your phone. "Message" opens the text conversation. "Collect" opens the gift form with the person and commitment filled in โ after saving you come back here. On a failed recurring gift the button is "Fix the card".
Collect opens the gift form with everything filled in. - 5
Not today?
"Put off: Tomorrow" or "A week". You see "Put off until tomorrow" and it disappears until then.
- 6
Done
Type what happened in the note box (saved as a note on the person) and press "Done โ". For a donor request, your note is what the donor sees in their portal.
Write what happened, then Done. - 7
Mine or everyone's
Staff can switch between "Just mine" and "Everyone's" at the top right.
Switch between your items and everyone's. - 8
Who to call today
"๐ Who to call today" opens the smart call list โ see that guide.
The smart call list is one click away.
Tips
- Start every morning here โ it's the whole day in one screen.
- When a kind has many items, the newest are shown first ("Showing the newest โฆ of each kind").
- A follow-up you add on a person (a date to call back) shows up here on that day.
If something isn't working
"Nothing here is open to your login."
Your login can't see people, giving or messages. An admin can change that under Settings โ Team & roles.
"You can't change that item".
Someone else changed it a moment ago, or your login may only view. Refresh the page.
There are no Put off / Done buttons.
Your login may only view that kind of item. Ask an admin for edit access.