Michael Crusinberry

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Activity overview

Latest activity by Michael Crusinberry
  • Michael Crusinberry created an article,

    Creating and Editing Tasks

    This feature is available to admins, leads, and organizers. Tasks make it easy to assign, track, and manage the to-dos that will be crucial for any organizing campaign: talking to people at their h...

  • Michael Crusinberry created an article,

    Completing Tasks

    This feature is available to all users. From the Tasks page, you can quickly and easily see what to-dos have been assigned to you and complete them. To get to the Tasks page, you need to click on t...

  • Michael Crusinberry created an article,

    Viewing Tasks

    The Tasks view allows you to view all tasks in the context of the campaign and see progress toward completion of those tasks. It includes both all the tasks in a campaign and tasks that have been a...

  • Michael Crusinberry created an article,

    Connections Uploads

    This feature is only available to Admins Similar to Info Uploads, Connection Uploads can only be done on entities within the system.  Connection uploads allow you to add in bulk connections between...

  • Michael Crusinberry created an article,

    Entity Uploads

    This feature is only available to Admins To do an Entity Upload, you first need a CSV with each individual in a distinct row.  For information on creating a CSV from an Excel list, use the instruct...

  • Michael Crusinberry created an article,

    Enabling/Disabling Info

    This feature is only available to Admins and Leads As your campaign gets going, the information you are tracking will likely change over time. With Info, you can quickly and easily add or remove th...

  • Michael Crusinberry created an article,

    Creating New Info

    This feature is only available to Admins. All users can create new Info, as long as Fields are unlocked by the admin. If the Fields are locked, only admins and leads can create new info. To get sta...

  • Michael Crusinberry created an article,

    Manually Add New Records

    This feature is only available to Admins, Leads and Organizers To manually add a new record, log in to Action Builder, click on the three dots in the top right corner, and select "Add New...". Ad...

  • Michael Crusinberry created an article,

    Creating Entity Types

    This feature is only available to Admins By default, each organization starts with a People entity type.  For many organizations, people are going to be the only thing you're organizing and if that...

  • Michael Crusinberry created an article,

    Uploads Overview

    This feature is only available to Admins Once you are set up with your campaign organization, you will want to load a list of individuals or entities to organize. There are three types of uploads t...