Optimize Your Donor Workflow with OnlineGiving.org’s Task Manager

Managing donor transactions and related tasks is now easier with OnlineGiving.org’s Task Manager. This tool helps you keep track of important items, like refunds and transaction status changes, all in one place. You can prioritize tasks based on urgency and even archive completed ones to keep your dashboard organized. Auto alerts via email can also be enabled upon request, ensuring that you stay on top of critical updates.

Alerts for Immediate Action

Alerts are at the core of the Task Manager. Imagine a donor's ACH transaction gets rejected by the bank. Instead of finding out weeks later and scrambling to fix it, the Task Manager automatically sends you an alert. This allows you to address the issue immediately, keeping your records up-to-date and ensuring your Church Management System (ChMS) reflects the correct information. Another useful alert occurs when a donor's contribution is refunded, prompting you to review the transaction. These notifications ensure you're always in the loop, preventing important tasks from slipping through the cracks.

Prioritize with Ease

Not every task demands the same urgency. The Task Manager allows you to rank tasks by priority, ensuring your time is spent where it matters most. Whether you’re dealing with a donation that’s been pending for too long or addressing a refund, you can easily adjust your focus to the tasks that need your immediate attention.

Efficient Task Management

Task management in real time is where the Task Manager truly shines. You’re not just notified of issues—you’re tracking, reviewing, and completing tasks efficiently. Once tasks are done, you can archive them to keep your dashboard clutter-free and organized. This prevents the need to dig through old tasks to figure out what still needs to be addressed.

The Task Manager in the Online Giving control panel is a powerful tool that helps church administrators stay on top of donor-related tasks and transactions. It generates timely alerts to ensure important issues, such as refunds, status changes, or transaction reviews, are handled efficiently. Understanding how to use the Task Manager can help streamline administrative workflows and ensure tasks are prioritized and completed in a timely manner.

Key Functions of the Task Manager:

• Alerts for Donor Transaction Issues: Get notified about important events, such as changes in transaction status or refunds, to ensure timely action.
• Task Prioritization: Easily prioritize tasks based on urgency, allowing administrators to manage their workload effectively.
• Efficient Task Management: Helps administrators track, review, and complete necessary actions to maintain organized and up-to-date records.

Table of Contents

• Key Functions of the Task Manager
• Task Manager User Guide
  • Common Task Manager Alerts
  • General Notes & Tips for Best Usage
• How to Use the Task Manager
  • 1. Viewing Task Manager
  • 2. Filtering Task Manager Items
  • 3. Changing Task Priority
  • 4. Changing Task Status
  • 5. Archiving a Task
• Task Manager FAQ
• Summary of Best Practices

Task Manager User Guide

Common Task Manager Alerts

The Task Manager generates alerts for a variety of scenarios, often tied to donor transactions. Below are some common alerts you may encounter:

• Donation Transaction with Optional Gift Descriptions: When a donor includes an optional gift description, an alert will be generated, prompting administrators to manually review and allocate the gift accordingly.
• ACH Transaction Status Change at Gateway Level: Around day 10-15 after an ACH transaction, the system checks its status at the payment gateway. Alerts are triggered for changes like bank rejections or cancellations, signaling administrators to update their Church Management System (ChMS) and possibly follow up with donors.
• Donation Status Changed from Approved to Refunded: If a donor’s contribution is refunded, the system generates an alert, instructing administrators to review the transaction and update the relevant ChMS records.
• Donations Pending Ministry Platform (MP) Recording for Over 3 Days: When donations are pending MP recording for more than three days, an alert will be issued, suggesting administrators manually review the donation and confirm that the MP User ID is on the donor’s profile.

General Notes & Tips for Best Usage

• Prioritize Tasks: Use the priority setting to ensure urgent tasks are handled promptly.
• Complete and Archive: Once tasks are completed or reviewed, mark them as archived to keep the Task Manager clean and organized.
• Regular Review: Make it a habit to check the Task Manager frequently to stay informed about any pending issues that may need immediate attention.

How to Use the Task Manager

1. Viewing Task Manager

• Log in to the control panel.
• From the left navigation menu, click on Task Manager.

2. Filtering Task Manager Items

• Navigate to the Task Manager.
• Use the following filters to narrow down the tasks:
  • By Date: Click the calendar icon to set a date range.
  • By Task Description: Enter relevant keywords and press enter.
  • By Priority: Filter tasks by their priority level.
  • By Status: Search tasks by their current status.
• Additional filters can be accessed under the "Additional Filters" button.

3. Changing Task Priority

• Open the Task Manager.
• Use filters if necessary to find the task you wish to modify.
• In the task row, click the priority label.
• Select the appropriate priority level from the drop-down menu.

4. Changing Task Status

• Navigate to the Task Manager.
• Locate the task using the filters if needed.
• In the task row, click the status drop-down menu.
• Choose the new status for the task.

5. Archiving a Task

• In the Task Manager, use filters to locate the task.
• Click the status drop-down in the task row.
• Select Archived to mark the task as archived.

Task Manager FAQ

• Q: What is the purpose of the Task Manager?

  A: The Task Manager helps church administrators track and manage important donor-related tasks, including transaction status changes, refunds, and other actions that require administrative attention.

• Q: What types of notifications does the Task Manager generate?

  A: Notifications include:

  • Donation transactions with optional gift descriptions.
  • ACH transaction status changes.
  • Donation refunds.
  • Pending MP recording issues.
• Q: How do I access the Task Manager?

  A: Log in to the control panel and click Task Manager from the left-hand navigation menu.

• Q: How do I filter tasks in the Task Manager?

  A: You can filter tasks by Date, Task Description, Priority, and Status. Additional filtering options are also available under the "Additional Filters" button.

• Q: How do I change task priority?

  A: Find the task in the Task Manager, click on the priority label, and choose the new priority from the drop-down menu.

• Q: How do I change or archive a task status?

  A: Locate the task in the Task Manager, click the status drop-down menu, and select the new status or archive the task.

Summary of Best Practices

• Prioritize tasks to ensure the most urgent matters are handled first.
• Archive completed tasks to maintain an organized Task Manager.
• Regularly monitor the Task Manager to stay on top of potential issues and act on them promptly.