How to Complete My Gratavid Tasks

How to record a personalized video for someone

Brittany Nardi
December 8, 2022 · 10 min read
How to Complete My Gratavid Tasks

You’ve logged into your Gratavid account to see that you have been assigned tasks from a team member (or maybe you assigned them to yourself), but either way, you have videos that need to be recorded. Your hands get a little sweaty, and your heart might beat a little faster. You can feel your adrenaline pumping up a bit. How do I do this? What do I say? How do I record myself?

Don’t worry! We are about to answer all of these questions. Follow along below, and soon you’ll be a pro ;)

Step 1: Login

Go to and click login in the upper right-hand corner. If you are already logged in, skip on down to step 2.


Step 2: Go to the task list and view tasks assigned to you

Click the task list located on the left-hand side. It will then bring you to the main task list page to see every task for all assignees.

task list view

To view the tasks assigned to you, go to the search bar and type in your name.

tasks assigned to you

Once you click the search bar, this will pop up. Click the circle to view a person’s tasks.

each person's tasks

For the sake of this demo, I have chosen to view Jacob President's tasks. On the left, you can see the three tasks assigned to her. On the right, you will see who she needs to record a video for and talking points to mention in the video.

jacob president

Step 3: Record your tasks

Start with recording a video for Sarah Bell. You have a few video options here. You can record a video directly from your webcam, search existing videos already in your Gratavid account, request a new video, or upload a video from your computer.

sarah bell task

For the sake of this demo, we are going to record directly from our webcam on our computer, so I am going to click record now.

record now - sarah

Pro tip: Put the person’s name on a piece of paper or whiteboard to let them know that the video is personalized for them. Hold the paper or the whiteboard up at the beginning of the video.

thank you sarah

Once you have finished recording your video, click upload now. If you don’t like the way it looks, or you happened to mispronounce something, you can also choose to re-record it by clicking the re-record button beneath upload.

upload or re-record

Once the video has been uploaded, click continue.

upload video

It is now time to select the note as a template. Click the search bar to search existing notes already created.

note template selection

We are going to choose the campaign thank you note. We are also going to select to include note videos after the task video and send an email and auto resend if not watched.

send note selections

We will then click the preview button to ensure that everything looks good before we send it out.

preview task

This is the preview of what will appear in your constituent’s inbox when they open up the link. 

finished task preview

Step 4: Send the video

If everything looks good, you can go ahead and send it out. You can either send it off immediately or choose to schedule it at a different time.

task send options

We shall now call you a professional task completer ;) We don't view these tasks as "to-do's" but instead as opportunities to create a personal connection with your constituents.

Please don't hesitate to reach out with any questions! Cheers to more human connections in this digital world!

Brittany Nardi
Customer Success Coordinator @ Gratavid
Brittany serves as the Customer Success Coordinator at Gratavid. Growing up in a small town surrounded by Mom and Pops, she understands the importance of supporting small businesses. As an extrovert, she thrives on communicating and cultivating relationships with others. She previously served as a Marketing Assistant for Invent@NMU, where she helped companies and nonprofits launch and succeed. Brittany is our platform guru.
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Ready to stand out with personalized video?

Check out our favorite Gratavid testimonials below, and visit for examples and to learn more.

Eshon Allen

Gratavid truly helped us reimagine the connections we make between our school community and the donors who make it all possible.

Eshon Allen
Jenny Johnson

Gratavid has helped take our stewardship to a new level. I can not express enough how much I love this platform.

Ole Miss Foundation
Jenny Johnson
Ole Miss Foundation
Kerri Naber

Our donors are so thankful to receive Gratavids because it communicates that they are a big part of our mission. A personalized video makes them feel valued and seen.

Mercy Multiplied
Kerri Naber
Mercy Multiplied
Zack Huffman

Gratavid is a game changer. Since starting I’ve used it every day.

Teach For America
Zack Huffman
Teach For America
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