Time the process from start to finish — Use a stopwatch to time the workflow from start to finish for the first months. Major Gifts and Moves Management — What is the next step in a major gift solicitation pipeline? I have used eTapestry Outlook integration for years. This feature is part of the product offering and to not have it available with is simply unacceptable. Get involved Donate online Contact us Upcoming events We use your LinkedIn profile and activity data to personalize ads and etapestry add in for outlook show you more relevant ads. Multiply the time it takes to manually enter one record in eTapestry times the number of records you plan to import.

This needs to be addressed ASAP. I echo the other comments. I have used eTapestry Outlook integration for years.

I never imagined that i would lose this feature when I ungraded Outlook to It means that all of my journal contacts are not going into our donor's records. My work lost some of i's effectiveness. It is very frustrating not having full functionality out of our eTapestry product.

Being able to integrate our eTapestry with Outlook is hugely beneficial to our organization. Voting should not factor into eTapestry keeping a product that it offers up to date with industry technology. Please upgrade this Outlook Integration Tool. This is a major oversight. I echo the words of my colleagues who have posted before me.

This feature is part of the product offering and to not have it available with is simply unacceptable. Microsoft will move on quickly and eTapestry will be left even further behind. I agree Outlook integration for Office should be an immediate priority!

Please make this available. Thank you. I agree with all comments. Having upgraded to and spent time downloading multiple email accounts to Outlook, we now have to go back to an old version of Outlook just so we can maintain functionality with etap.

Very disappointed that etap is not up to speed. This should be top priority!!! Outlook integration is a feature various staff members use daily.

What a disappointment that you did not foresee this coming and make plans to stay current. This is urgent. Etap is not very useful to us if we cannot upload our email correspondance easily. Thanks for the feedback and I apologize for the frustration this has caused you. I am having our QA team verify exactly what does and does not work. I believe Outlook does work when it is locally installed, but I will make sure that is verified. Thanks for your patience while we determine the next steps.

How come I'm penalized for getting a better product while my company continues to pay for eTap licenses. Office has been out almost a full year. Even more frustrating is that the most recent integration with eTap is !! Let's get with the times folks! We had the integration tool before upgrading to Office it seems to still work, but if we did not have the add-in prior to installing Office I get an error message.

I reached out to support for help and was given this reply: Communities is where our programmers go to look for enhancements. Have all your colleagues and Blackbaud friends go vote on the topic. The more votes a topic receives, the more likely it will come to fruition. For example, when you come back from a coffee date with a prospective donor, enter a journal contact to record how the meeting went. In the same entry that records the meeting, add a next action and next action due date.

Be sure to complete each action on your report, or go into eTapestry to revise the due date of actions that you plan to defer for later. Task management is a personal process. In fact, an external task management system makes a great pair with your eTapestry CRM Constituent Relationship Management system because eTapestry can handle the record keeping while the task management system can set up to-dos, manage deadlines, send task reminders, and help you collaborate on tasks or projects with your co-workers.

This step-by-step process repeats itself when a task or to-do becomes the current activity, which prompts entry of that activity in eTapestry as a journal contact. Are you looking for a new task management system? Here are a few task management systems to consider pairing with eTapestry:. Microsoft Excel is a tool you probably already use. How you manage tasks in Excel depends on your preferences.

Consider adding one row per task or one row per constituent. Add columns to contextualize the work to be done for each row. Many eTapestry users also use Microsoft Outlook for email and calendars.

This will combine your tasks, email, and calendar all in one system. Evernote is a free with paid plans , cross-platform application for taking notes, tracking to-dos, and setting reminders. Use tags and notebooks in Evernote to categorize and organize your workflows. Evernote is flexible and can adapt to your task management processes.

Google Keep allows you to create notes or checklists, set reminders, and collaborate on notes with team members. Wuderlist is a user-friendly and simple task management application that allows you to create to-do lists, set reminders for tasks, and collaborate on projects with others. Trello is for visual task management.

Organize tasks in kanban, board views columns where each task is a card. Move cards from column to column on your board to indicate its status or to categorize tasks. Airtable is like a spreadsheet, but packs the power of a relational database. Consider a template with two tabs, one for tasks and another for constituents. Enter a task as a new row and then relate it to a constituent.

This lets you see all tasks by constituent as well as all tasks across all constituents among other variations on those two views. Asana is a web-based project management application designed for team collaboration and productivity. We use Asana at Sidekick Solutions. You can learn more about other tools we use here.

Finding ways to streamline your efforts and be more productive within the constraints of our time and capabilities is a priority. Getting the right tools and systems in place for task management is one step in balancing all that you have on your plate. To that end, automation becomes a critical piece of your productivity puzzle.

Automation sets workflows, rules, and systems that take repetitive and routine tasks off your plate so you can focus on more important, higher value tasks.

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