To-Do's

You've got a lot on your plate, which can make it difficult to remember all the follow-ups you need to complete with your key contacts.

Use Contact To-Do's to easily organize your follow-up calls and meetings to maintain healthy relationships with your supporters. 

Adding a To-Do

(1) Navigate to Contacts in the Sidebar > Select the contact > Select To-Do's tab 

(2) To create a To-Do, you can use the quick add button OR the New To-Do button. 

(3) Complete the applicable information:

A guide to the fields:

1. To-Do - the title of your To-Do.
2. Details - get into the nitty-gritty of the To-Do.
3. Due Date - when the To-Do should be completed.
4. Notification - reminders leading up to the Due Date (will be sent to the Assignee).
5. Assignee - who is responsible for the To-Do.
6. Attachments - any documents you'd like to add.

Complete a To-Do

Once you've finished a To-Do, congratulate yourself by completing the To-Do in Keela!

Navigate to the To-Do tab (instructions above) > select the To-Do (single or multiple) > click Actions and Mark as Completed in the dropdown

Edit or Delete a To-Do

To edit or delete a To-Do, click the To-Do and scroll down to the bottom of the details side-bar to find a trash can icon to delete and an edit button.