Assigned tasks automatically surface on each team member’s ActionBoard, while still staying connected to the bigger project or campaign.
Link Tasks to a specific campaign or appeal so everyone knows why the work matters.
Tie tasks directly to people, not just projects. Giving your team a shared, always-up-to-date view of the relationship.
see how work is progressing across fundraising efforts in one place.
Project boards can be shared across the team, and permissions control what users can access inside each workspace.
Yes. DonorDock provides project boards, ask boards, action boards, tasks, reminders, automations, and calendars all tightly connected to the CRM, giving you a unified system for donor work and internal fundraising projects.
For many nonprofits, DonorDock can replace separate project management tools like Trello, Asana, or ClickUp.
Yes! You can assign tasks to anyone on your team and track progress, due dates, and completion.
Yes. Ask Boards and reminders help you track grant application deadlines, report submissions, and documentation requirements, and you can set up grant funds for easy reporting and management.
Yes. You can create a board for each campaign and manage outreach, milestones, deadlines, and reporting tasks all in one place.
Yes! Columns can represent stages like identification, qualification, cultivation, solicitation, and stewardship.
Yes. You can organize event tasks, sponsorship follow-up, logistics, and communication inside project boards and assign tasks to team members to roll up into each person's Action Board.
Yes. You can drag tasks between columns to track progress visually and customize columns for your own workflow, similar to Trello or Asana.
Tasks and boards sync with donor records, campaigns, and interactions. When you complete a task or log activity, it shows up in the donor’s timeline automatically.
Every follow-up task is tied to a donor, and reminders ensure you stay on schedule. Smart Nudges from Otto ensure you never miss a thank you, happy birthday, or any touchpoint that will strengthen your donor relationships. Activity shows up in the donor’s record so you always see the full history.
DonorDock includes boards at all levels of project management. The Project Board allows for project management at a team or organization level. The Ask board allow for pipeline management for things like major asks, grant applications, etc. The ActionBoard rolls up all assiged tasks for each person to manage and provide build in nudges for nurturing donor relationships so nothing falls through the cracks. You can manage projects, tasks, reminders, due dates, and activity tracking. These tools help you organize fundraising work, grant deadlines, campaigns, events, and donor follow-up all in one workspace.
It’s designed so lean teams can manage donor tasks, follow-ups, campaigns, and internal projects without needing separate tools like Trello or Asana. This allows for saving time and having a full picture of how tasks effect donor stewardship, campaigns, asks, funds, and events.
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