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User Stories and Assignment Checklist
NPSP Implementation Project
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Section 2

User Stories for this section

Initial Settings - NPSP
As an Executive Director, I need to have NPSP installed and configured to best practices so that we can track donors and associated activities.
Data Import
As a(n) organization staff member, I need to have data from spreadsheets imported into new Salesforce system so that we can see historical data from previous system.
Tasks: Section 2
0
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Task
Start Date
End Date
Assigned to
Status
Category
1
Create Test Accounts
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Not yet started
Learning
2
Adjust NPSP Settings- Household Names
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Not yet started
Configuration
3
Run Batch Household Name Update
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Not yet started
Configuration
4
Change Relationship Settings to include Teacher automation
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Not yet started
Configuration
5
Add and map a field for import
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Not yet started
Data Import
6
Import Data using NPSP Data Import
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Not yet started
Data Import
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