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 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.

Advanced email editor

Wow supporters with a drag-and-drop editor and library of beautiful templates.

Texting

Send personalized outbound text messages with graphics and video capabilities.

Discounted direct mail

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

Custom reports

Track performance with automated reporting delivered right to your inbox.

Expanded data visualizations

Scan the impact of your efforts over time with dynamic and customizable  visuals.

Data hygiene

Verify addresses, find data entry errors, and maintain spotless donor information.

File uploads

Store essential documents on contact profiles—such as waivers, sponsorship forms, participant content, and more.

All of this and more on top of a full suite of free fundraising features!