I've been trying to utilize the Tasks feature in Reach, but it seems really clunky and broken. In other CRMs I've used, tasks are a way to create reminders for yourself to contact a constituent in the future, or to document interactions like phone calls or emails you've had with a constituent. This is extremely helpful when trying to manage relationships with hundreds of donors.

It seems like this is sort of what Reach is capable of doing, but I am encountering many issues. For instance, when I try to edit a previously logged task, it creates a duplicate record of the task. Then it won't allow me to delete the task. And it automatically organizes them by the date they were recorded, rather than the actual date the activity happened. There are other problems, but these are just a few that come to mind.

I simply want to be able to go to the activity feed in a supporter record and see what my previous 3-4 touches have been with them. Then I want to be able to log a phone call/email/text for future reference and create a task for myself to follow up with them down the road. With the way the system currently works, it's almost more work than it's worth to try to figure out what I'm looking at when I get to a supporter's Activity feed. If there is a way to do these things without encountering any of the issues I explained, I'd love to know how. Thanks for any help you're able to offer here!