š©āš» At a Glance
The Task Centre is your teamās work queue for manual supporter actions created through journeys or other areas of Social Sync.
Use it to:
View and manage open tasks
Prioritise work by due date
Find overdue actions quickly
Review supporter and journey context
Complete, cancel or reopen tasks
Manage multiple tasks with bulk actions
Unlike the Inbox, which is organised around supporter conversations, the Task Centre is organised around individual tasks. The same supporter may therefore appear more than once.
Task Types
The Task Centre currently supports three task types, each designed for a different kind of manual supporter action.
On-Page Message ā Create a personalised message for your team to post on a supporterās Facebook fundraising page. This is useful for thanking fundraisers, sharing calls to action and reaching organic Facebook fundraisers where direct contact information may be limited.
COMING SOON! Phone Call ā Create a scheduled call for your team to complete as part of the supporter journey. Use calls for welcome conversations, follow-ups, high-value stewardship or moments where a more personal interaction can add value.
āSee our Phone Call Tasks guide for more information.
COMING SOON! To-do ā Create a flexible manual action for your team to complete later. To-dos can be used for things like personalised thank-yous, order checks, transaction follow-ups or other supporter actions that do not fit a specific communication channel.
āSee our To-do Tasks guide for more information.
Finding and Prioritising Tasks
The default view shows Open tasks, ordered by due date so the most urgent actions appear first.
You can:
Search by the supporter linked to the task
Filter by task type
Filter by status ā Open, Closed, Cancelled or All
Filter overdue tasks
Sort by due date
Tasks that pass their due date are highlighted as overdue, helping your team quickly focus on the actions that need attention.
Managing Tasks
Tasks can be:
Completed when the action has been carried out
Cancelled when the action is no longer required
Reopened if a completed or cancelled task needs further action
Completed and cancelled tasks remain available for reference.
You can also select multiple tasks and use bulk actions to:
Complete
Reopen
Cancel
Delete
Deleting a task permanently removes it and cannot be undone.
Reviewing Task and Supporter Context
When you open a task, the main panel shows key information such as:
Task title and type
Due date
The supporter
The record or action the task relates to
The supporter panel gives you additional context such as registrations, fundraising activity, lifetime value, tags and marketing preferences.
Where a task has been created through Journey Builder, you can also open the related audience record to understand why the task was generated.
Completing a Task
The actions available will depend on the task type.
For example, an On-Page Message includes the prepared message and target fundraiser, while a Phone Call may include the supporterās number and a call guide.
Once the action is complete, mark the task as Complete. Social Sync keeps a record of the completed activity, including who completed it and when.
See the individual On-Page Message, Phone Call and To-do guides for task-specific instructions.
Tasks and Supporter Journeys
Task touchpoints allow your automated journeys to create manual actions at the moments where human input can add the most value.
Journey Builder identifies the moment. The Task Centre gives your team a simple queue to take action.