The Planner helps you organize and manage your donor outreach across the week or month. It provides a calendar-style view of upcoming touchpoints and tasks so you can plan relationship work ahead of time. While the Inbox shows only items due today, the Planner helps you see upcoming engagement activity and prepare your schedule in advance.
Overview
The Planner provides a structured view of upcoming outreach and donor engagement tasks. This ensures you can see all upcoming relationship activity in one place. The Planner shows engagement actions generated from multiple parts of Momentum.
This includes:
- Engagement plan touchpoints
- Cadence steps
- Outreach tasks
- List-based outreach
- Automated reminders (such as birthdays)
- System-generated engagement suggestions
It is designed to help you plan donor outreach for the week or month, see upcoming touchpoints before they reach your Inbox, manage engagement across your portfolio, and stay organized across cadences and lists.
Planner Views
Navigate to the Planner under Workspace and Planner.
The Planner includes two ways to view upcoming tasks: Week View and Month View. Use the toggle in the top right to switch between each view and flip to a specific timeframe.
Week View
The Week View shows all donor touchpoints and actions scheduled during the current week. The view is broken down by your Segments and Lists. This view is helpful when starting your week and planning your outreach schedule.
This view includes:
- Portfolio touchpoints
- Cadence steps
- List-based outreach
- Automated reminders
- Engagement plan actions
Use the dropdown menu under All Constituents in the top-left to search for specific Lists, Segments, or donors.
Month View
The Month View provides a broader overview of upcoming engagement activity.
From this view, you can:
- see upcoming outreach across the month
- identify busy days
- plan donor engagement in advance
Click on a specific day to see the full list of scheduled tasks, and easily toggle back and forth between the Week or Month view. Add a filter in the top-left to view only specific Lists, Segments, or donors.
Using the Planner to Plan Your Week
Many fundraisers use the Planner at the beginning of the week to organize their outreach. The typical workflow using the Week View to review upcoming donor touchpoints, identify priority outreach, and prepare for meetings or donor calls. This helps you approach donor engagement intentionally instead of reactively.
Best Practices
- Review the Planner at the start of the week: Many users check the Planner on Monday morning to see the upcoming engagement schedule.
- Use Planner for preparation: Use the Planner to prepare for upcoming outreach before it appears in your Inbox.
- Monitor busy outreach periods: The Month View helps identify weeks where many donor touchpoints are scheduled so you can adjust your planning if needed.