One-time or recurring work
Create one-time tasks or recurring operational activities.
Organize Your Team
Turn plans into clear, accountable action.
Create tasks, reusable checklists, assignments, reminders, and follow-up workflows connected to your nonprofit's daily work. More Good Together makes the thousands of small but important actions — from donor acknowledgements to volunteer onboarding — visible, assignable, repeatable, and easier to complete on time.
Task board and filters
The challenge
When tasks live in personal notebooks, email threads, spreadsheets, or separate project-management tools, important follow-ups can be missed. Teams may also repeat the same setup work every time they run an event, launch a campaign, onboard a volunteer, or begin a new program.
The More Good Together approach
More Good Together brings every task and checklist into the same place as your CRM, programs, events, campaigns, and cases. Create one-time or recurring work, assign clear owners, standardize repeatable processes with reusable templates, and keep reminders moving work forward automatically.
Key benefits
Make every action visible, assignable, and repeatable.
Clear ownership
Assign clear owners, collaborators, priorities, start dates, and due dates.
Reusable checklists
Use reusable checklist templates for consistent processes.
Connected to your work
Connect tasks directly to contacts, programs, events, campaigns, cases, and workspaces.
Full visibility
Track status, progress, overdue work, comments, and completion history.
Automatic reminders
Use notifications and reminders to keep work moving without constant manual follow-up.
Feature details
Everything your team needs to get work done on time.
Task creation
Create a task with a title, description, owner, collaborators, priority, start date, due date, status, labels, and supporting attachments.
Checklist templates
Build reusable checklist templates for repeatable activities such as event preparation, volunteer onboarding, donor stewardship, program intake, and board meeting preparation.
Checklist groups and items
Organize templates into logical groups, add individual checklist items, mark required steps, and define due-day offsets.
Assignments and ownership
Assign work to staff members, volunteers, committees, or functional teams and make accountability visible.
Connected records
Link tasks and checklists to a person, organization, program, event, fundraising campaign, case, or workspace.
Status and priority
Use configurable statuses and priorities to communicate urgency and current progress.
Comments and activity history
Keep questions, updates, decisions, and changes together with the task instead of across separate email threads.
Reminders and notifications
Notify assignees about new assignments, upcoming due dates, overdue items, mentions, and status changes.
Recurring tasks
Schedule tasks that repeat weekly, monthly, quarterly, annually, or on a custom schedule.
Filters and saved views
Find work by assignee, status, priority, due date, module, tag, or team and save frequently used views.
Bulk actions
Update ownership, status, due dates, or priority for multiple tasks when plans change.
Completion reporting
Review completion rates, overdue items, workload, and operational bottlenecks by team or initiative.
Product walkthrough
See it in action.
Placeholder captures below — swap each for an approved product screenshot before publishing.
Task board and filters
Checklist template builder
Task detail panel
Use cases
How nonprofit teams use it.
- Prepare a complete event launch checklist and assign responsibilities across marketing, operations, and volunteer teams.
- Standardize new-volunteer onboarding with required forms, orientation steps, and training assignments.
- Create donor follow-up tasks after gifts, meetings, calls, and fundraising events.
- Coordinate recurring board-meeting preparation and post-meeting action items.
- Track program intake, review, service delivery, and follow-up activities.
One connected platform
From plan to completion, keep every action connected.
Tasks and checklists live where the work happens. Every task connects to the contact, program, event, campaign, case, or workspace it belongs to — so accountability, context, and follow-up stay together instead of scattered across separate tools.
Explore more of Organize Your Team
Start organizing your team.
Turn plans into clear, accountable action with tasks, reusable checklists, and automatic reminders.