Every follow-up, owned and on time
Assign thank-you calls, grant sections and event prep, track them on a list or board, and get a reminder before anything slips.
Included on every plan
To do 3
Thank-you calls to gala sponsors
Confirm linens and table numbers
Draft Q3 impact report
In progress 2
Finish budget section for Food Security grant
Fill Saturday pantry shifts
Done 1
Book the venue for Harvest Gala
Open GiveKit and know exactly what's next
Your home screen sorts open tasks into Overdue, Today and This week, most urgent first. Reminders and emails cover the rest, so the people you assign tasks to never have to remember to check.
- Reminders the day before, on the day and when overdue
- Extra reminders for just you or everyone assigned
- Email when you're assigned, mentioned or a task is done
My day
4 openOverdue
- Send board packetDue yesterday · Board
Today
- Call back Maria GonzalezMajor donor · CRM
- Approve auction item photosHarvest Gala auction
This week
- Review volunteer applicationsFri · Volunteers
2 tasks you assigned are overdue
Reminders
- 1 day beforeEveryone assigned
- On the due date at 9:00 AMJust me
Tasks that live next to the work
Link a task to a donor, a grant application or a board committee, and it shows up there too. Automations can create tasks for you, like a thank-you call after a big gift.
- Tasks on contact profiles, grants and committees
- Comments, @mentions, reactions and files
- Every change recorded in the task's history
Maria Gonzalez · Major donor
Thank Maria for her $2,500 year-end gift
Call before Friday. She asked about naming the new pantry shelves, so loop in Omar on options.
- ONShelf plaques are $250 each. Price sheet attached. Shelf-naming-options.pdf
- Grace Hill added Omar Nasser as a watcher
Simple enough for volunteers, solid enough for grant deadlines
List or board
Work from a sorted list, or drag cards between To do, In progress and Done.
Quick create
Type what needs to be done and press Enter. Add the details whenever you're ready.
Everyone who's involved
Assign several people, note who asked for it, and add watchers who just want updates.
Reminders and emails
Automatic reminders before the due date, plus email when you're assigned or someone comments.
Priorities, tags and filters
Flag what's urgent, tag by project, and filter by person, priority, tag or due date.
A full history
Comments, files and every change in one place, so nobody has to ask what happened.
Stop losing follow-ups in inboxes
Give every thank-you call, grant section and event to-do an owner and a due date.