Task Centre Overview

The Task Centre is a central work queue for manual supporter actions, bringing tasks created through Journey Builder and other areas of Social Sync into one place.

Use it to prioritise work, see what is due or overdue, review the supporter and journey context behind each task, and keep track of what has been completed.

You can also manage tasks in bulk when several actions need the same update.

The Task Centre supports different types of manual supporter actions depending on what your team needs to do.

On-Page Message – Prepare a personalised message for your team to post on a supporter’s 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. See our On-Page Messaging Tasks guide for more information.

COMING SOON! Phone Call – Schedule a call as part of the supporter journey for welcome conversations, follow-ups, high-value stewardship or other moments where a more personal interaction can add value. See our Phone Call Tasks guide for more information.

COMING SOON! To-do – Create a flexible manual action for your team to complete later, such as a personalised thank-you, order check, transaction follow-up or another supporter action that does not fit a specific communication channel. See our To-do Tasks guide for more information.

The default view shows Open tasks ordered by due date, helping your team focus on the most urgent actions first.

You can search by supporter, filter by task type or status, focus on overdue tasks and sort by due date. Tasks that pass their due date are clearly highlighted as overdue.

Mark a task as Complete once the action has been carried out, Cancel it if it is no longer required, or Reopen it if further action is needed.

Completed and cancelled tasks remain available for reference.

You can also select multiple tasks and use bulk actions to Complete, Reopen, Cancel or Delete them.

When you open a task, you can see key information such as the task type, due date, supporter and the record or action it relates to.

The supporter panel gives you wider context including registrations, fundraising activity, lifetime value, tags and marketing preferences.

Where a task was created through Journey Builder, you can also open the related audience record to understand the journey and activity that caused it to be created.

The information and actions available 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 supporter’s phone number and call guidance.

Once the action has been carried out, mark the task as Complete. Social Sync records who completed it and when.

See the individual On-Page Message, Phone Call and To-do guides for task-specific instructions.

Task touchpoints let automated journeys create manual actions at the moments where human input can add the most value.

This means your journeys can handle routine automation while your team gets a clear queue of the supporter actions that need a personal touch.