{"id":4548,"date":"2023-08-01T13:49:20","date_gmt":"2023-08-01T20:49:20","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=4548"},"modified":"2026-08-25T11:49:36","modified_gmt":"2026-08-25T18:49:36","password":"","slug":"what-are-tasks","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/what-are-tasks\/","title":{"rendered":"What are campaign tasks?"},"content":{"rendered":"\n<p class=\"has-text-align-center has-pale-cyan-blue-background-color has-background has-medium-font-size wp-block-paragraph\"><strong>Campaign Tasks help you stay on track and get the most out of your crowdfunding campaign.<\/strong> <strong>They provide helpful recommendations and reminders for creating, promoting, and managing your campaign.<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Some tasks are <strong>recommended<\/strong>, while others may be <strong>required<\/strong> to complete certain steps. Tasks can be automatically generated by the platform or created manually by you or another member of your team.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 id=\"0-toc-title\" class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>Where are the campaign tasks?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can open the <strong>Task Center<\/strong> from two places:<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. The navigation menu:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select <strong>Tasks<\/strong> from the campaign navigation menu.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"528\" src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/3e4cc31c-d02d-4fa3-ad0a-7e55766d7e42-1024x528.png\" alt=\"\" class=\"wp-image-7685\" srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/3e4cc31c-d02d-4fa3-ad0a-7e55766d7e42-1024x528.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/3e4cc31c-d02d-4fa3-ad0a-7e55766d7e42-300x155.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/3e4cc31c-d02d-4fa3-ad0a-7e55766d7e42-767x396.png 767w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/3e4cc31c-d02d-4fa3-ad0a-7e55766d7e42-1536x793.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/3e4cc31c-d02d-4fa3-ad0a-7e55766d7e42-2048x1057.png 2048w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/3e4cc31c-d02d-4fa3-ad0a-7e55766d7e42-360x186.png 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. From your user menu<\/strong>:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select the <strong>Task<\/strong> icon from the user menu in the upper-right corner of your campaign.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"227\" src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/22398343-6e8c-47cb-a940-a610f6a43263-1024x227.png\" alt=\"\" class=\"wp-image-7684\" srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/22398343-6e8c-47cb-a940-a610f6a43263-1024x227.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/22398343-6e8c-47cb-a940-a610f6a43263-768x170.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/22398343-6e8c-47cb-a940-a610f6a43263-300x66.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/22398343-6e8c-47cb-a940-a610f6a43263-1536x340.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/22398343-6e8c-47cb-a940-a610f6a43263-360x80.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/22398343-6e8c-47cb-a940-a610f6a43263-2048x453.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 id=\"1-toc-title\" class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>How should I use tasks and the Task Center?<\/strong><\/h3>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">The Task Center automatically displays tasks based on what you&#8217;re doing with your campaign and when certain actions may be helpful.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tasks can include recommendations for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Completing your campaign setup<\/li>\n\n\n\n<li>Promoting and sharing your campaign<\/li>\n\n\n\n<li>Engaging with your supporters<\/li>\n\n\n\n<li>Managing your campaign<\/li>\n\n\n\n<li>Reviewing important campaign information<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Some tasks may also include links to helpful resources in our <strong>Help Center, Fundraiser Hub, Creator Hub, or blog<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you open the Task Center, you&#8217;ll see your campaign tasks organized under the <strong>To Do<\/strong> tab.<br><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"826\" height=\"562\" src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/11\/Tasks.png\" alt=\"Screenshot of the Tasks Center. It says 'Tasks&quot;, and under the header is the campaign title and campaign ID. \n\nThere are two tabs: 'To do' and 'Create a task' \n\nThe 'To do' tab is open, and there are 5 demo tasks. Each task has a checkbox to the left.\" class=\"wp-image-1932\" srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/11\/Tasks.png 826w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/11\/Tasks-300x204.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/11\/Tasks-768x523.png 768w\" sizes=\"auto, (max-width: 826px) 100vw, 826px\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">You can check off tasks given to you by the platform or other team members, or create your own tasks!<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 id=\"2-toc-title\" class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\"><strong>Complete, snooze, or dismiss a task<\/strong><\/mark><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Select a task to view more information and available actions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Complete<\/strong> the task by selecting the checkmark.<\/li>\n\n\n\n<li><strong>Snooze<\/strong> the task by selecting the clock. This will remind you about it later.<\/li>\n\n\n\n<li><strong>Dismiss<\/strong> the task by selecting the X.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"829\" height=\"519\" src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/11\/TaskComplete.jpg\" alt=\"Screenshot of the popup that appears when a checkbox to the left of a task is clicked. There are three icons, left to right: a checkmark, a clock, and an 'x'\" class=\"wp-image-1937\" srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/11\/TaskComplete.jpg 829w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/11\/TaskComplete-300x188.jpg 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/11\/TaskComplete-768x481.jpg 768w\" sizes=\"auto, (max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\"><strong>Create your own tasks<\/strong><\/mark><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tasks aren&#8217;t limited to recommendations from the platform. You can also <strong>create your own tasks<\/strong> to help manage your campaign or coordinate with your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you might create a task to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact a potential sponsor<\/li>\n\n\n\n<li>Schedule a social media post<\/li>\n\n\n\n<li>Follow up with a donor<\/li>\n\n\n\n<li>Review campaign results<\/li>\n\n\n\n<li>Assign a task to another team member<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Select <strong>Create a task<\/strong> in the Task Center to get started.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\"><strong>Why should I use campaign tasks?<\/strong><\/mark><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tasks are designed to help you take the right actions at the right time. We recommend checking your Task Center regularly throughout your campaign.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Following the recommended tasks can help you stay organized and ensure you&#8217;re taking important steps to set up, promote, and manage your campaign successfully.<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>Other articles on Tasks:<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/connectionpoint.com\/help\/docs\/how-to-create-tasks\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to create tasks<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/connectionpoint.com\/help\/docs\/how-to-use-auto-generated-tasks\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to use auto-generated tasks<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-b0ffac9c wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/fundrazr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png\" alt=\"FundRazr logo, click to go to platform\" class=\"wp-image-3757\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-360x105.png 360w\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"petfundr.com\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"307\" src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png\" alt=\"PetFundr logo, click to go to platform\" class=\"wp-image-3778\" style=\"aspect-ratio:3.3355048859934855;width:173px;height:auto\" srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-300x90.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-768x230.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-360x108.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60.png 1128w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/crowdfundr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png\" alt=\"Crowdfundr logo, click to go to platform\" class=\"wp-image-3758\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-360x105.png 360w\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/cocopay.co\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png\" alt=\"Cocopay logo, click to go to platform\" class=\"wp-image-3759\" style=\"aspect-ratio:3.443396226415094;width:220px;height:auto\" srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-360x105.png 360w\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Campaign Tasks help you stay on track and get the most out of your crowdfunding campaign. They provide helpful recommendations and reminders for creating, promoting, and managing your campaign. Some&#8230;<\/p>\n","protected":false},"author":3,"featured_media":6036,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[58],"doc_tag":[141,117,128],"class_list":["post-4548","docs","type-docs","status-publish","has-post-thumbnail","doc_category-campaign-tasks","doc_tag-campaign-optimization","doc_tag-communication","doc_tag-promotion"],"year_month":"2026-09","word_count":400,"total_views":"1644","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Shannon Belliveau","author_nicename":"shannon","author_url":"https:\/\/connectionpoint.com\/help\/author\/shannon\/"},"doc_category_info":[{"term_name":"Campaign Tasks","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/campaign-tasks\/"}],"doc_tag_info":[{"term_name":"campaign optimization","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/campaign-optimization\/"},{"term_name":"Communication","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/communication\/"},{"term_name":"promotion","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/promotion\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What are campaign tasks? - ConnectionPoint Help Center<\/title>\n<meta name=\"description\" content=\"Campaign tasks are our way of helping you to succeed! Check your tasks for tips on optimizing and sharing your crowdfunding project.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/connectionpoint.com\/help\/docs\/what-are-tasks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What are campaign tasks? - ConnectionPoint Help Center\" \/>\n<meta property=\"og:description\" content=\"Campaign tasks are our way of helping you to succeed! 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