Easily manage and track tasks within your GiveSmart Donor CRM using the Activities feature. This tool allows you to organize follow-ups, monitor progress, and stay on top of donor engagement. Watch this video to learn about Activities:
View Assigned Activities
Personal activities can be viewed from the Dashboard. Scroll down to the My Activities section to view all activities assigned to you.
To view a list of all current activities, select Activities from the left navigation.
Activities can be filtered by:
- Activity Type
- Due Date
- Completion Date
- Assignee
View Contact Activities
To view a list of activities for a particular contact/donor:
- Select Donors & Contacts from the left navigation
- Locate the Contact and select their name
- Click the Activities tab above their Contact Profile
Create a New Activity
New activities can be created from three areas:
- Dashboard view
- Activities navigation
- Activities tab on a Contact
NOTE: Only users with Admin privileges will be able to create and assign activities. Standard users are unable to create or assign activities. User roles can be adjusted under the User Settings.
Select Activities from the left navigation.
- Select +Add New
Complete the required fields:
- User – The admin assigned to the activity
- Contact – The donor associated with the task
- Activity Type – Select an existing type or click Add New + to create one
(Optional) Fill in additional details:
- Due Date and Time
- Completion Date
- Notes
- Custom Fields (if applicable)
Click Save to finalize the activity
