Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon .

To pull up the Outstanding Tasks Group:

• Click Contacts  in the main navigation bar
• Select the Groups Icon 
• Navigate to Outstanding Tasks

Completing Tasks

There are two ways you can track tasks. Via the dashboard or on the contact page.

Contact Page:

• Using the Outstanding Tasks group above, select the contact with an outstanding task (Tasks will always live at the top of the contact’s timeline until they are completed)
• When the task has been finished click Mark as Complete on the right hand side
• The task will then be fulfilled and will populate in the timeline

Dashboard:

• Click the FundHero Logo in the main navigation bar
• Scroll down and navigate to Outstanding Tasks
• Click the options icon
  • Mark as Complete: this will complete the task under the contact and populate into the contact timeline
  • Edit Task: this will take you into the contact where the task is housed so you can make any adjustments there.
  • Delete Task: removes the task from all history. This cannot be undone.

To learn how to create a task, view this article.