Tasks

Find it: Left nav → Tasks · Who can use it: Anyone can view; users with donor-write access can create, complete, and delete tasks.

What you'll see

Tasks are grouped into two sections: Open (with a count) and, once you finish some, Completed. Each task shows its title, type, and — if it's tied to a donor — the donor's name with an open donor link. A due date appears on the right; anything past due is flagged in red as Overdue.

How to create a task

1. Click New task in the page header.
2. Enter a Title (for example, "Call to thank for last gift").
3. Pick a Type: Call, Meeting, Thank-you, Cultivation, Solicitation, Follow-up, or Other.
4. Optionally set a Due date.
5. Click Create task. If you created it from a donor's profile, it's automatically linked to that donor and assigned to you.

How to complete a task

1. Check the box on the left of any open task.
2. It moves to the Completed section and shows with a strikethrough. Uncheck it to reopen.

How to delete a task

1. Click the trash icon on the right of the task row.
2. The task is removed immediately.

How tasks connect to your pipeline

• Tasks are the day-to-day counterpart to a donor's Next Action date — the pipeline-discipline field that keeps a donor from going cold. Setting a next action on a donor and creating a task to do it work hand in hand.
• The Action Plan on a donor's profile has a Create tasks generator that turns recommended next steps into ready-made tasks here, so you don't have to type them out.

How the AI agent layer works your tasks

An AI agent can help clear this queue, but how much it's allowed to do depends on the task — never on how busy you are. Every task type carries an execution class that sets a ceiling on agent involvement:

• Human-only — the donor-facing, judgment-heavy work: calls, meetings, cultivation, and any ask. An agent may add prep notes, but it can never complete one of these for you.
• Agent-preparable — the agent drafts the work (an email, a follow-up) and leaves it for you to review, edit, and approve. Nothing reaches a donor until you say so.
• Agent-executable — routine, low-risk chores the agent can finish end-to-end: thank-yous to your lowest-tier donors, gift-receipt delivery, creating reminder and follow-up tasks, record hygiene (duplicate flags, missing-field nudges), reassigning stale tasks, and keeping next-action dates current. None of these solicit anyone.

What actually happens is governed by a per-organization autonomy dial with four settings — off, suggest, prepare, and auto — set separately for each task type by an admin in Settings. The default is Prepare: agents draft, you approve. Nothing sends on its own until an admin deliberately switches a task type to Auto, and only the agent-executable types can be switched at all.

Two guarantees hold no matter how the dial is set:

• Asks are never auto-completed. A solicitation is always human work.
• Agents never bypass the OK-to-ask engine. The same timing and stewardship rules that block you from a premature ask block the agent too — there is no back door.

See Ai agents for the full picture of what the agents do and how to supervise them.

Good to know

• Open tasks are sorted by due date, soonest first; overdue items stand out in red.
• Tasks keep every Tier A–D donor moving with a clear next step — an empty list means nothing is queued, not that everything's done.
• A task without a due date simply won't show a date and can't be overdue.