Tracking Stewardship Plans/Activity
I am new to the Smartsheet community and have just started working to build sheets that assist with donor engagement and stewardship. I am interested in knowing if anyone has created a Smartsheet that tracks stewardship activities by individual. I would like to be able to track the information by individual as well as in a calendar view. The idea is to make sure we are reaching out to donors on a regular basis with strategic stewardship and using Smartsheet as a planning, tracking and reminder vehicle.
If anyone has done something similar I would love to learn more.