Manage Your Day-to-Day Interactions
Learning Objectives
After completing this unit, you’ll be able to:
- List the types of activities you can track in NPSP.
- Describe the Activity Timeline.
- List three ways to view tasks in Nonprofit Success Pack.
- Update the status of a task in Kanban View.
Manage Relationships
Once your connections are represented in Salesforce, you can start the important work of managing their interactions. Two tools that make this possible in NPSP are the Activity Timeline and list views
Stay Up to Date with Activities
The Activity Timeline includes easy-to-scan summaries for activities like emails, phone calls, meetings, and appointments related to contacts and accounts. It’s critical to helping your teams engage with constituents more meaningfully.
Sort and Segment Records in NPSP
Using list views, your teams can stay on top of all of their tasks in one place. List views help you quickly narrow down and find data. You use them to make it easier to sort, segment, and update records in NPSP.
We’ve shown you some views that come out of the box with NPSP, but the real power of list views comes from customization. As a next step, you can create personalized list views to support your most common tasks.
Get Hands-on with Nonprofit Success Pack
If you want some practice with these concepts, we’ve got you covered. Download the Hands-On Training Guide to get started.
When you’re ready to keep going, join us in the next Trailhead module in the Begin with Nonprofit Success Pack series, Money Management in Nonprofit Success Pack.
