Action Board Overview
The Action Board is your personal home board in DonorDock. It serves as your daily work landing page, displaying nudges, assigned actions, and tasks you are responsible for completing. This board helps you stay focused on what needs attention today and what is coming up next.
The Action Board brings together your individual work across DonorDock, including items that may also appear on Project Boards or Ask Boards. This means you can manage your personal workload in one place while still contributing to larger projects and fundraising pipelines.
How the Action Board Works
The Action Board is made up of four lanes that organize your work for the day:
❔ Nudges
System-generated suggestions to reach out to contacts based on your data and engagement history. Nudge types can be customized in your profile.
✉️ Actions
Activities and tasks assigned to you, created by you or others. This includes Tasks and Asks that may also appear on Project Boards or Ask Boards.
✅ Completed Today
Items you completed today.
⏰ Snoozed
Nudges or actions you chose to revisit later.
A counter appears in the main navigation next to the Action Board, showing how many open nudges and actions you currently have.
Steps at a Glance
Open the Action Board from the main navigation
Review nudges and assigned actions
Create or assign new actions
Complete, snooze, or ignore items
Customize filters and notifications
Full Navigation Steps
Step 1: Access the Action Board
Log in to DonorDock
Click Actions in the main navigation
You can open the Action Board from anywhere in DonorDock and always see the counter showing the number of open items.
Step 2: Add Items to the Action Board
Action cards can be added to the Action Board in several ways:
Drag a Nudge card into the Actions lane and select the activity type
Click Add Action on a Nudge card
Click + Add Action in the top right of the Action Board
Create an incomplete activity from Quick Add or a contact record and toggle Add to Action Board
Import activities with the Add to Action Board column set to TRUE
Actions may be created for yourself or another team member. Once created, the action appears on the owner’s Action Board and in the contact’s activity history as an incomplete activity.
Available Action Types
You can add the following activity types to the Action Board:
Send Email
Log Email
Send Text
Log Text
Phone Call
Letter
Meeting
Task*
Ask*
Tasks may also be assigned to a Project Board, and Asks may also appear on an Ask Board, while still showing on the Action Board for personal follow-through.
Assign Actions to Team Members
To assign an item from the Action Board:
Click the three-dot action icon on a card
Select Assign
Choose a team member
You can also assign actions at the time of creation. Assigned users will see the item on their Actions Board and may receive an email notification if enabled in profile settings.
Step 3: Complete Actions
Complete from the Action Board
Method 1
Drag the card to Completed Today
Enter completion notes
Click Mark Complete
Method 2
Click the three-dot action icon on a nudge card
Select Complete
Enter completion notes
Click Mark Complete
Complete from the Activity Record
Open the activity record from the card
Click Mark Complete
Add completion notes
Save
Completed actions will appear in the Completed Today lane and in the contact’s activity history.
Snooze or Ignore Items
Snooze an Item
Drag the card to Snoozed, or
Click the three-dot icon and select Snooze
Choose to snooze for one day, one week, or one month
If an action has a due date before the snooze wake date, the due date is pushed to the wake date.
Wake a Snoozed Item
Click the three-dot icon on the snoozed card
Select Wake
Ignore an Item
Click the three-dot icon
Select Ignore
Ignoring an Action removes the card from the Action Board. The activity record remains incomplete on the contact record until it is completed. Ignoring a nudge removes it from the Action board, and the nudge will not appear anywhere else in DonorDock.
Step 4: Filter and Customize the Action Board
Filter Cards
Use filters at the top of the Action Board to filter by:
Date range
Activity type
Nudge type
Customize Nudge Preferences
Click Customize at the top of the Action Board
Or go to Settings > My Profile
Set Email Notifications
Enable or disable email notifications for Action Board items in your profile settings.
Nudge Types
Nudges are system-generated suggestions to engage with contacts based on your data and engagement history. They are meant to prompt timely outreach, such as following up after a gift, reconnecting with a donor who has gone quiet, or acknowledging an important milestone.
Nudges are not actions themselves. They do not create an activity record in DonorDock until you choose to act on them. When you convert a nudge into an action, you select the activity type, such as a phone call, email, task, or Ask, and that activity is then created and tracked like any other activity in DonorDock.
Nudges only appear on the Action Board. They do not show on contact records and are not included in activity reports until they are converted into a specific activity. This keeps nudges lightweight and focused on prompting action without cluttering activity history until real work begins.
Available Nudge Types
Nudge Name | Description |
|---|---|
Daily 5 | Generated suggestions that are created by the system if you have not engaged with a donor within 30 days or more. No more than five of these daily tasks will show in the suggestions on any given day. |
First Gift Anniversary | Notification on the anniversary of the Donor's first gift |
Major gifts | When setting up your organization's settings, you can define what constitutes a major gift. The default value is $1000.00, but you can configure this field to align with your organization's operating practices. |
Spike-up gifts | A spike-up gift is one that is out of the ordinary for a donor. For example, if a donor's average gift is $50 and they then give a $350 donation, that would be a spike. A spike-up gift is a great opportunity to reach out to a donor and learn more about what drove them to give more than they normally do. Did something change with their personal circumstances? Did something your nonprofit did resonate with them? You can set the amount above their average gift that triggers the spike-up gift notification in your Settings. The default value is $100.00 |
First gifts | As the name suggests, this is a nudge to engage with a donor when they give their very first gift to your nonprofit. This deserves an individual engagement activity |
Second gifts | Perhaps even more important to your organization than a first gift, the second gift is significant as it moves a donor from a one-time giver to a retained donor. This is a big deal and deserves an engagement touch-point from your organization. You will receive a nudge on the ActionBoard for every second gift |
Reactivated donors | Donors that have moved from an archived to an activated status |
Donor moving toward inactivity | The donor has not given a gift in at least 6 months, and has not had any interaction in at least 3 months |
Donor birthdays | The birthday of the Donor |
Pledge payment reminders | When a donor payment for the pledged amount is due |
Contacts marked as deceased are automatically excluded from nudges.
Otto Tips
🧭 Start your day here: The Action Board is your daily command center.
⚓ Use boards together: Tasks and Asks can live on Project Boards or Ask Boards and still show here for personal follow-through.
🌊 Snooze with intention: Snoozing is for timing, not avoidance. Wake items when you are ready to act.
🗺️ Tune your nudges: Customize your nudge settings so you only see suggestions that fit your role.
