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Customer Service

Relevant Skills

Analytics CRM Customer Service

Published Date

Posted February 18, 2026

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Philanthropy & Capacity Building

Advice to Optimize Groove's Rules, Tags, and Smart Folders

1-Hour Consultation

Remote

Taproot Foundation

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We'd like to connect with a volunteer to get advice on how to better leverage Groove's Rules, Tags, and Smart Folders, and get some practical recommendations to better organize tickets, automate common workflows, and design a tagging structure that improves customer success tracking and reporting.

Taproot Foundation

Location

San Francisco, California

Website

http://www.taprootfoundation.org/

Member Since

Dec 2014

Completed Taproot Plus Partnerships

Organization Mission

Taproot Foundation, a national nonprofit, connects nonprofits and social change organizations with skilled volunteers through pro bono service. Taproot's mission is to create a world where organizations dedicated to social change have full access—through pro bono service—to the marketing, strategy, HR, and IT resources they need to be most effective.

Program Focus Areas

Community Building

Employment & Job Training

Nonprofit Capacity Building

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