Quick Answer: To-Do List

The dashboard To-Do List tracks tasks with priorities, due dates, recurring schedules, and multi-person assignments. You see items you created or that were assigned to you. Notifications for overdue or due-soon to-dos link back with ?todoId= so the right row scrolls into view and highlights briefly.

Create and manage tasks

Click add on the To-Do List widget to open the dialog. Enter a title and optional description (multi-line text is preserved when you expand a task). Set priority to High, Medium, or Low. Pick a due date and, if needed, a recurring schedule—daily, weekly, monthly, or yearly. Assign the task to one or more teammates with the checkbox list inside your organization.

What you see on each row

Checkbox to mark complete
Priority badge (red, yellow, or green)
Organization or fund badge when scoped to one entity
Assignee names—or "N people" when multiple assignees
Due date badge (turns red when overdue)
Recurring badge for repeating tasks

Filters and completion

Filter the list to show All, Active, or Completed tasks. Completed items stay visible until you clear them. Delete a task you no longer need from the row actions.

Automatic thank-you tasks

When a donation exceeds your personal alert threshold, Alignmint can create a high-priority "Thank [donor name]" task with contact details in the description—assigned to the user who received the alert. Duplicate tasks for the same gift are prevented.

Notifications and deep links

Assignees receive notifications when a to-do is assigned, due tomorrow, or overdue. Clicking the notification opens the dashboard and highlights the specific task for three seconds—the same behavior as clicking a to-do from the Pending Items panel. See Notifications for panel details.

Plan availability

The To-Do List is included on every plan with dashboard access (Free and above). Volunteers with limited roles see only their own assignments.

Related guides

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