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ACADEMY

Become a Bloomerang Task Master

 

Join us for this informative session on adding Tasks to a Constituent’s Timeline. You will learn how you can enter tasks for upcoming meetings and “to-do” items as you cultivate your prospects and manage your relationships with your donors. You’ll also learn how to report on active and completed tasks.

Learning objectives:

  • Manage active tasks
  • Create and assign tasks
  • Complete tasks and convert them into interactions
  • Understand task notifications
  • Report on tasks
Diana Otero
Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

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