Repeating tasks

Some fundraising work is rhythmic: a quarterly check-in with major donors, a monthly newsletter, an annual thank-you call. Repeating tasks let you set the rhythm once and let Karani produce the individual tasks.

Turning them on

Repeating tasks are controlled by a setting. If the Repeating Tasks page is empty or missing, go to Settings → Preferences and switch Repeating tasks on.

Creating one

From the Repeating Tasks page, create a new rule and set:

Contact — who it’s about
Title — what to do
Type — Call, Email, Meeting, and so on
Recurrence — how often it should come round
Start date — when the first one is due

Karani generates task instances from the rule as their dates come up. They land in your Tasks page and on your dashboard like any other task, and completing one logs an interaction on the contact as usual.

Editing a rule

Open the repeating task and change it. Changing the rule affects tasks Karani generates from that point forward; tasks that already exist keep their current dates until you edit them individually.

Stopping one

Delete the repeating task rule. Instances that already exist stay in your task list — delete those individually if you don’t want them.