How to Use Target Date & Reminder Tools

When adding a sponsorship item, like a special request for new shoes for example, you can use the Target Date and Reminder Tool features to stay organized and ensure nothing gets missed.

Setting a Target Date

Use this if you want the item completed or fulfilled by a specific deadline.

1. Click the 🎯 Target Date icon beside the item.

2. Choose your preferred date from the calendar.

3. Click Save.

The selected date will help you and your team know when the item should be completed.

Setting a Reminder

This sends automatic notifications to users about a task.

1. Click the 🔔  icon.

2. Select the date when you want the reminder to go out.

3. Choose the users who should receive it (including yourself).

4. (Optional) CC the donor if you want to loop them in.

5. Add a note if needed.

6. Click Save.

Reminders will be sent once a day for 3 days, or until the item is marked as completed. You can view all active reminders and target dates in the Daily Report page.