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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 the Learning Experience Manager at Bloomerang. She was a former Board Member, Trail Maintainer, and Hike Leader for Nantahala Hiking Club, one of the 31 trail-maintaining clubs of the Appalachian Trail Conservancy. She also spent several years as an Adult Leader (2007) and International Staff (2011) for CISV International. Diana puts her varied background and experience to good use by continually updating and creating training and help articles, FAQs, and videos to assist customers in maximizing their day-to-day use in Bloomerang.

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