Stewardship tasks tracking

Question

Our Stewardship team is wanting a way to track tasks for recognition, such as removal of signage or due dates for various tasks.

We had told them to use actions in RE NXT, but they seem reluctant and want a way to see 'the big picture' a month or so at a time. I thought perhaps a calendar could be connected with power automate from the actions in RE NXT, but I haven't investigated that yet - that's my next task.

I haven't seen any add-ins for RE NXT for this type of request, but I thought I would reach out in case others are using any third party solution or any power automate tricks?

I would love to hear how you are handling stewardship/recognition tasks at your organization.

Thanks,

Taisha

Taisha Elliott · Answer

@Lenny Zimmermann I'm not sure what the reluctance is. It may be a lack of knowledge regarding the sorting and filtering options which then we might be able to address. It may just be the reluctance to enter in actions or data in general. And @Leonardo Fava that is a good point regarding the custom fields on Actions - we currently aren't using any and there's so many possiblities with custom fields.

Thanks everyone!

Lenny Zimmermann · Answer

@Taisha Elliott Does your team use Work Center in NXT? Showing them how to filter by action type is so handy! And then they can sort by action type/date. I'm curious why folks are reluctant to use Actions — if it's the layout or some other issue.

Leonardo Fava · Answer

Great point. Yes, there is reluctance to use RENXT and Actions instead of Notes. From the perspective of a Call Center or a Fundraising team, Actions are a must-use feature. Principally, when you use Action custom fields to customize them to your internal processes, mixing with Queries for dynamic lists that can provide you with a filtered and ordered list of tasks and donors. Moreover, you can use the option "Send to Outlook 365 calendar" for a better visualization and integration. I have recently streamlined and centralized processes using this combination, avoiding the back-and-forth of emails and the inclusion of extra staff in the procedure. There is still a lot to explore in Actions. Thank you for your participation and for the opportunity to discuss this topic.