There are a variety of ways you can use Tasks for grantseeking opportunities. Utilizing tasks and applying tasks notifications is not a requirement for grantseeking opportunities; however, this can be very helpful in keeping track of information pertaining to grants to which your organization applies. Opportunity Tasks provides detailed guidance on creating, editing, and viewing tasks within Fundraising.
There are a number of tasks you can set up in a grantseeking opportunity. Tasks can include, but are not limited to, the following:
- Letter of Intent (LOI) due date
- Review Cycle(s)
- Proposal approval by Executive Director/Board
- Submit Final Proposal
- Check in on application status
- Send Thank You
- Mid-Term follow up reports
- Send Thank You for Consideration
The above tasks can be helpful to ensure you are staying up-to-date on any information pertaining to your grants. However, if these tasks are attached to a grantseeking opportunity but notifications for these tasks are not set, you can easily miss completing the task. Manage Task Notifications provides guidance on how to apply task notifications.