Task management

Accomplish more and stress less with Givebutter's nonprofit task manager. You can now create, delegate, and track all your to-dos in the #1-rated nonprofit CRM.

To do item assigned to new contact

One dashboard, all your to-dos and data

Keep everyone aligned by managing tasks within the same platform you trust for fundraising, donation management, and supporter engagement. You can link any task to any contact, campaign, event, or transaction for full visibility.

Teamwork meets task management

New task created for gala attendees

Easily assign, prioritize, and manage your team’s tasks with built-in reminders, due dates, and individual team member views—so nothing slips through the cracks.


‍
Task created for first time donors

Tasks that take care of themselves

Keep your team on track with automated task assignments. When you pair your nonprofit task manager with Givebutter Plus workflows, you can auto-generate to-dos that ensure everything lands with the right person, right on time.

There’s even more to love about Givebutter’s nonprofit task management

Tailored to-dos

Create tasks for everything from follow-up messages to donor reports and fundraising campaign planning—whatever your team needs.

Easy access, anytime

Add a task on the fly from any page thanks to an accessible task manager bookmarked in your dashboard alongside all your donor data.

Seamless sorting

Filter tasks by status—like to do, in progress, overdue, or complete—or by individual team member.

Did you know?

Givebutter has been a game-changer for our fundraising efforts. It's incredibly easy to set up and implement, with an intuitive interface that makes it accessible to everyone on our team.

Matt Harra
Development & Marketing Coordinator
Metropolitan at Family Service

Voted #1 by changemakers like you

Read more reviews ->

How to set up task management

Sign up

Task management tools are available with a subscription to Givebutter Plus, which you can try free for 30 days—no credit card required. Start free trial ->

Import your data

Get the most out of Givebutter’s task manager by transferring all of your historical data—including contacts, transactions, and campaigns—into Givebutter with user-friendly migration templates.

Bring task management to life

Start creating and tracking your most important to-dos right away.

Explore the full spread of Givebutter Plus features for a better way to work

Workflows

Automate repetitive tasks with pre-built and custom workflows.

Task management

Manage all your tasks in one place, link associated data, and automate reminders.

Fundraising blocks

Bring emails to life with goal bars, auction items, peer-to-peer leaderboards, and more.

Texting

Send personalized outbound text messages with graphics and video capabilities.

Video messages

Record, send, and track personal videos right from donor contact profiles.

Discounted direct mail

Launch direct mail campaigns at a reduced rate—straight from your dashboard.

Reporting

Find insights faster with ready-made reports, clear visuals, and easy sharing.

QuickBooks Online integration

Automatically sync donations, ticket sales, and recurring gifts to QuickBooks.

Data hygiene

Verify addresses, catch errors, and keep your donor data clean and accurate.

Phone support

Get priority phone support from our team 7 days a week, from 8 AM–1 AM ET.

Frequently asked questions

No items found.