Learn how to create recurring opportunities and efficiently manage activities for volunteers.
With the function of recurring opportunities, it's easier than ever to manage your volunteering activities. In this article, you will find a step by step guide, an interactive demo and FAQs.
Step-by-step guide
- Create a single day opportunities with a date: choose between an event or a task (these can have different terms on your platform!)
- Double check the role. Once created recurrently, you can only edit the instances one by one. Double checking can save you a lot of work!
- After publishing, you will have the option to select "copy recurrently." You can find the option in the green banner.
- Please fill in the necessary details, such as the dates and any other important information. Now proceed to date confirmation.
- Double-check that your dates are correct before moving on. Then, create the recurring opportunities.
- The recurrences can be found in its own folder under "activities".
Interactive Demo
FAQs
Why create an opportunity first before creating recurrences?
This gives you a chance to double-check the details of the opportunity before moving on to create the recurrences. Please note that, once created, you can only edit individual occurrences. You can not edit multiple occurrences at the same time.
What if I want to create more occurrences?
Select one of the existing opportunities and click on "copy recurrently." The new occurrences you create will be automatically added to the corresponding folder.
What happens if I add a form to the opportunity?
The form will be included in all occurrences of the opportunity. Therefore, if a volunteer applies for multiple opportunities, they will need to complete the form for each application separately.
Can I edit separate occurrences?
Yes. Once the occurrences are created, they are not connected anymore: you can edit or delete individual ones without it affecting the other occurrences.
Can I edit all occurrences at the same time?
No. Once the occurrences are created, they are not connected anymore.
Where can I find the recurring activities?
Go to your organisation page and select "activities" or "opportunities" from the left menu. It might be called differently on your platform, but is always the top option. There will be a folder created under "groups" for the recurring activities.