Whether you’re a small or large organization, we know your staff members are juggling many demands on their time. That’s why our software includes tools to help your nonprofit coordinate tasks and schedules, so everybody’s on the same page. Clearer lines of internal communication means increased efficiency—so you can accomplish more.
- Easily create tasks associated with contacts, gifts, events, mailings, grants and other
- Customize unique task types
- Organize your tasks and to-do’s on the Homepage calendar
- View all user’s tasks on the scheduler
- View both calendar and scheduler by month, week and day
- Identify complete and incomplete items
- View recorded tasks in contact history
- Add unlimited notes to tasks
- Search by user, task type, priority and completion status
- Assign tasks to other users
- Set Reminders for tasks viewed with a pop-up screen at sign-in
- Access Task Reminder and Task Assignment from any screen on the software
Eleo’s Task and Calendar integrates with Google Calendar through the individual user’s profile. This allows you to share your Eleo calendar with others (not using Eleo) and receive automated reminders on your scheduled tasks.