Ready to get to work organizing? Join us to explore the Tasks and Events tools, which streamline organizing efforts both in the office and in the field. From this training, you can expect to learn how to:

1. Tasks:

   • Create, edit, and manage tasks to stay organized.
   • Add due dates, descriptions, and To-Dos to tasks.
   • Create targets for tasks and generate turfs manually or with the Auto-create feature.
   • Assign turf to individuals and teams.
   • View and complete your own tasks.

2. Events:

   • Create and manage in-person or virtual events with customizable details, such as shifts, locations, and RSVP questions.
   • Track attendance, confirm participation, and manage outreach using tasks automatically generated for recruitment and follow-up.
   • Use Info Fields tied to RSVPs to capture and track attendee-specific needs like dietary requirements or accessibility requests.
   • Follow up with attendees and assess engagement by reviewing individual event histories, including RSVPs, confirmations, and attendance patterns, to deepen relationships and improve future outreach.

Learn how Tasks and Events integrate seamlessly to make your outreach efforts more effective.