Tasks are assigned on the Sponsorship Page. Once the sponsorship level is created, tasks associated with that level can be added. 

  • Click the row with the applicable sponsorship level.
  • If there are existing tasks listed, you can check the box next to that task to add it to the sponsorship.
  • To add new tasks, click on +Add at the top of the task list.

When a sponsorship is entered with a gift or event level transaction, the tasks will automatically be assigned as Follow Ups for the constituent.