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251 results found
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Opportunity Task Workflow
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating an number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be custom designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
51 votes -
Reports - Tasks - great output but we need the field "created by" so we know who is assigned to each task.
Reports - Tasks - great output but we need the field "created by" so we know who is assigned to each task. Also, on the MY TASKS list page, we need a column for the field "Task Object" (the profile to which the task is linked) otherwise the User/Creator sees the list of tasks but has not idea to whom each task is linked at a glance.
4 votes -
recurring task
I have a lot of financial tasks I do quarterly. Can "quarterly" be added as a recurring task option?
14 votes -
Opportunity Tasks Notes Need to Show Up on the Fund
When marking an opportunity related task "done" and subsequently adding a note, the note shows up on the profile of the household and/or individual, but not on the fund profile DESPITE the fund field being specified. In normal notes, if you make a note in a profile and add the fund, the note will show up under the fund, too. This does not happen with the opportunity task notes, which is not efficient or streamlined. It would greatly enhance opportunities if the task notes show up under the fund designated in the notes, just like normal notes.
36 votes -
Ability to bulk add tasks to report results
It would be great to be able to add tasks in bulk to report results. For example, I pulled a report showing me the donations which were received in the last month, between say $500-999. I'd like to add a task to make a thank you call to all those donors in that report. Rather than entering one by one, since the task will look identical, it would e great to b able to add the "thank you call task in bulk to ideally the donor profile, or the donation (which hopefully rolls up the the donor page)
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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add tasks to dashboard
Could we add a task area to the dashboard? It would be great to click on the dashboard and see everything in one place.
4 votes -
Task Page Default
It would be helpful if the Task Page defaulted to "All My Tasks" so that we could see our upcoming to-do list with one click instead of just the tasks for that day.
6 votes -
inactive users - remove from assign to task list
Remove inactive users from the Assign To search box when creating a Task. When creating tasks inactive users are still listed as options to assign a task to which makes the list of users cluttered and can cause a task to be assigned to a former employee.
27 votes -
bulk movement of completed grants
Currently, C-Suite allows one move a grant to complete status either individually or all. I would like the ability to select a group (such as Quarter 1 of 2022) of grants and move to complete status.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Highlight open Opportunities in red like Tasks
The task header has a red box around it when you're assigned a task. It would be helpful to have a similar red box highlight around the opportunities header when you have an open opportunity assigned to you.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Task ID Hyperlink for Custom Reports
When building a custom task report, would like "task id" to be an active link so that tasks could be easily opened and updated from the report. This is currently available for "note id" in a custom note report, but not "task id" in a custom task report.
14 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Security Issue: Re-Activating A User to Address Their Tasks & Non-Shared Reports
When we off-board someone, we inactivate their account in CSuite. Depending on the situation, this may be done quickly. Whether it's quick or not, later on, we may need to re-assign their tasks to someone else. They also may have valuable custom reports that they neglected to share. Either one of these two require us to re-activate the user so that we can login as them to address the items. When we do that, we lose tracking on when we originally inactivated them. It also is a security concern that we open up an ex-employee’s account, making it active, albeit…
6 votes -
Please make it possible to remove TASKS from the custom menu at the top of our site.
Please make it possible to remove TASKS from the custom menu at the top of our site. This is something that we do not use very often and just takes up space in the top menu.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Recurring tasks - drop down box of options
Can you give us a drop down box of options? Sometime I feel like I am playing 20 questions trying to guess what the options are.
8 votes -
Complete Multiple Grants at One Time
I would like an option to complete multiple grants all at one time, but not ALL grants. Our organization utilizes this function to track when our organizations have submitted their completed grant reports on how funds were used. We process grants and two different types of scholarships. We don't need grant reports for scholarships so I want to mark them complete right after processing them. Right now though this is an all or nothing feature from what I can tell so I have to manually go into each grant and complete it because I don't want to bulk complete all…
71 votes6/5/2024: Summit Idea Lab-Enhanced the Paid bucket in Grants to a custom report to allow for filtering options. This will also allow for the ability to select grants in bulk or individual grants to move to Complete bucket.
No Permissions Changed.
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Release Note/Task Notification
It would be great if the notification for release notes and tasks were different. Maybe a different color for a task or a release note? Or a different location for these 2 notifications? It's hard to pay attention to "red box" for tasks when the box is red every single day because of release notes.
4 votes -
task list show profile name
There have been 2 ideas archived on this, but it would be so great if we could see the profile name in the task list not just the id#.
Also, you should be able to tie a task to a profile from the main tasks.
This is really needed for optimal donor stewardship.
7 votes -
Bank Reconciliation Note Section (Left Side Menu)
Can we add a Note Section to the left side menu of a completed Bank Rec?
14 votes- (02-13-2025) Bank Reconcile - Settings: Add a new setting "Enable Bank Reconcile Approval". Enabling this setting will add a new column to the Bank Reconcile list of accounts titled Approved By. This will allow a user (with display and list permissions to Bank Reconcile) the option to approve the reconciliation. The user that approves the bank reconciliation must be different from the user that reconciled the account. If the account is unreconciled, the approval will be removed. Two additional columns, reconciled by and approved by, were added to the bank reconcile page. These columns will be populated by the user that reconciled and approved the reconciliation from this point forward. Historical reconciliations will display Foundant Technologies in the Reconciled By column.
- Bank Reconcile - Log: Add the actions for reconcile, approve, and unreconcile to the logs.
- Bank Reconcile - Notes and Files: Add a left-side menu option to add a…
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Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
101 votes -
task
Hello! Just started using tasks, and enjoying it. Would like a weekly task option, so it's easier to see what is to occur within the week. Filter option would be good too on the dashboard.
2 votes
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