Solutions / Notes & Tasks
Keep the team in sync
Shared notes, task boards, and AI meeting summaries built into your portal, so nothing lives in a personal inbox or a sticky note anymore.
Small teams lose more work to scattered notes and forgotten follow-ups than to anything else. DatoVero keeps notes, tasks, and meeting decisions in the same place your donors, volunteers, and grants already live.
Capture everything, lose nothing
Take personal notes, organize them in folders, and export any note when you need it elsewhere. A simple task list with priority tags and due dates keeps your own work straight.
- Personal notes and folders
- Note export
- Task list with priority tags
- Due dates (Starter)
Hand work off cleanly
Growth adds shared notes and folders, shared tasks with assignees, team task boards, and notification triggers so a handoff is a real assignment, not a hallway conversation.
- Shared notes and folders
- Task assignees
- Team task boards
- Notification triggers (Growth)
Let AI run the follow-ups
Power turns meeting notes into tasks automatically, creates tasks from decisions, applies automation rules, and links tasks across modules so a grant deadline or donor call never slips.
- Paste notes, get tasks (Meeting AI)
- Auto task creation from decisions
- Task automation rules
- Cross-module task links (Power)
What powers this
Notes & Tasks
Personal and shared notes, task management, and AI meeting summaries - integrated across your portal.
Starter $10/mo · Growth $14/mo · Power $25/mo
Questions
How much does Notes & Tasks cost?
It is the most affordable module: $10/mo (Starter), $14/mo (Growth), and $25/mo (Power) on top of your base plan. Staff seats are unlimited on every plan.
Can the whole team use it?
Yes. Staff seats are unlimited, and shared notes, folders, and task boards on the Growth tier are built for team handoffs.
What does the Meeting AI do?
On the Power tier you paste raw meeting notes and it extracts action items into tasks automatically, so decisions turn into assigned work without retyping.
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