Creating recurring To-Do's for a Trusts & Grants Contact

Jannai McCracken

• December 19, 2021 23:27

We want to set up recurring To-Dos on our Trusts and Grants Contacts so that we know when to start applying for the funding. As this tends to be once or twice a year, it would be great to be able to set up a recurring To-Do or event to remind the team to take action. Is this possible?

0

• Official comment

  

  Nicole Kolkman

  • December 20, 2021 16:58

  Hi Jannai,

   

  Thanks for reaching out. At the moment it is not possible to set-up recurring To-Dos. However, this is a wonderful Idea and I'd recommend adding this idea to our Product Portal for our Product Team to review!
• 

  melodie mallinder

  • January 12, 2022 19:10

  Thanks for asking this question.  We are hoping to do this as well so having a recurring feature would be really helpful to set up a grant/foundation schedule.

  0

Please sign in to leave a comment.