Order of work.
Six steps, each useful by itself. The later steps depend on the earlier ones.
- Organizations and Contacts. Set up the Organizations board, repurpose Contact Segmentation as Contacts, import and merge contacts, and link existing donations.
- Events and Event Attendance. Move the per-event columns and the VIP group into these boards.
- Pipeline stages on Partnership Projects, plus the Organization and Funder links.
- Programs and Workshops / Sessions. Move over the 5 program boards, Workshop Calendar, and the rows from Impact Reports and the facilitator reports.
- Automations. Won → program; scheduled → notify and calendar; delivered → report; gift → thank-you reminder.
- Dashboards. Fundraising (giving by donor, by event and by year) and impact (workshops, participants, organisations).
Tidy-up spotted along the way
- There are three empty Build Vibe app boards, in three different workspaces.
- Several empty "Subitems of…" boards and unnamed groups ("Group Title").
- Duplicate columns on מעקב סדנאות מנחים; "Unnamed" and "Item 4/5" rows on Impact Reports.
- Foundation Donations (2 rows, older structure) could be merged into Donations.
- The account is out of AI credits, so the AI column automations on Partnership Projects have stopped. Either top up the credits or replace these automations with plain columns.
- Delete or fix the two switched-off automations on Candidates Sunset Sunrise 2026.