5. Gift Picked

• Creating a house in the "Houses" board in step 4 automatically creates a new group in the "Items into homes" board with the same house name. (e.g. if the house name created in step 4 is "House 15" then the new group will also be named "House 15")
  • This is where the gift items that need to be delivered to the houses will be managed

• Now go back to the "Gift Pipeline" board and select an item that you want delivered to the new house that has been set up. In this case we will use House 15 as an example.
  • Change the status of the selected gift item from "Item processed" to "Item selected"

• Move the item from the “Gift Pipeline" board into the appropriate house group in the “Items into homes” board (e.g. move item into House 15)
  • To move the item click on the empty checkbox to the left of the item
  • Doing this will display the "Item selected" panel
  • Click on "Move to" and then select "Move to board"
  • Select the "Items into homes" board
  • Select the appropriate house (e.g. House 15)
  • Another panel will display showing the columns that will be mapped to the new board. Click on "Move item(s)"

• The item that was moved will now appear in the "Items into homes" board under "House 15"

• Now connect the item to the house - in the "Houses" board, click on the relevant house's empty cell in the "Link to Items into homes" column and select the Items from the list.
  • Connecting the item to the household automatically connects the donor email to the relevant house in the "Houses" board