A system that creates recurring tasks on your calendar can be useful for managing your outreach efforts to donors. For example, the system can automatically create tasks based on birthdays and anniversaries, so that you can make sure to reach out to your donors on these important dates.
Additionally, the system can also allow you to record multiple tasks for each donor or organization. This can be useful for tracking your interactions with them and building a detailed history of their interactions with your organization. You can also create ad-hoc tasks on the diary screen as needed.
Examples of tasks that you could create using the system include making a courtesy call to a donor, submitting a proposal to an organization, and following up on a prospect. These tasks can be assigned to all users of the system by default, or you can delegate them to specific users if needed.
Overall, a system that creates recurring tasks on your calendar can be a valuable tool for managing your outreach efforts to donors. It allows you to automatically create tasks based on important dates, record multiple tasks for each donor or organization, and delegate tasks as needed. By using this system, you can more effectively manage your outreach efforts and build strong, personalized relationships with your donors.
