Manage Your Opportunity List

Use the Opportunity List to keep track of opportunities and opportunity details.

View a quick overview of all opportunities in your organization, which includes the start date, total volunteers, and more. You can also filter opportunities, quickly manage individual opportunities, and bulk edit multiple opportunities.

In this article:

• Manage a Single Opportunity

• Bulk Manage Multiple Opportunities

Manage a Single Opportunity

To manage a single opportunity:

1. Open your organization.
2. Click Opportunities. You'll see a list of all opportunities in your organization. 
3. Do one of the following:
   • Select an opportunity and click Take Action. Next, select to export, edit, or manage tags for this opportunity.
   • Hover over an opportunity and click Actions. Next, select an option:
     • Copy Opportunity — Make a duplicate copy of this opportunity.
     • View an Overview of this Opportunity — View and manage general settings, key information, tags, page descriptions, and opportunity visibility. You can also manage settings for the page, notifications, attendance, signup workflow, shifts, and schedules.
     • Access — Open the opportunity page to view and manage all settings.
     • Go to Opportunity’s Schedule — Open the Schedule for this opportunity.
     • Go to Opportunity’s Volunteers List — Open the Volunteer List for this opportunity. 
       

Bulk Manage Multiple Opportunities

You can edit, export, and manage tags for multiple opportunities at the same time. 

To bulk manage opportunities:

1. Open your organization.
2. Click Opportunities. You'll see a list of all opportunities in your organization. 
3. Select multiple opportunities.
4. Click Take Action.
5. Select an option.