Grant Opportunity Tasks

Add a Task from an Opportunity

1. Navigate to Fundraising.
2. Click Grant Management on the navigation bar, and then click Opportunities.
3. Click the opportunity Name to which you want to add a task.
   
   
   
4. Click Add on the opportunity's Tasks card.
   
   
5. Enter the applicable information, and then click Create. In-system asterisks indicate required fields.
   • Label - The name given to the task.
   • Due Date - This is the date the task needs to be completed by.
   • Assignee - Who this task will be assigned to.
   • Task Type - System defined options to better classify tasks. Task type options include Call, Report, Meeting, Deadline, General, Email, and Mail.
   • Details - Any additional information the assignee needs to know can be added here.
   • Files - Files that may be related to the task can be attached by dragging and dropping the file or by clicking Choose Files and navigating the File Explorer. 
     
     
     

Add a Task from the Tasks Page

1. Navigate to Fundraising and click Tasks on the navigation bar.
2. Click Add Task.
   
   
   
3. Follow step 5 instructions from above to add task details.

Add an Opportunity to the Task

An opportunity can be added to the task record from the task itself.

1. Navigate to Fundraising and click Tasks on the navigation bar.
2. Click the task Label.
   
   
   
3. Enter the opportunity name in the Search field and select the opportunity you want from the drop-down list. 

View and Edit a Task from the Tasks Page

1. Navigate to Fundraising and click Tasks on the navigation bar.
   • Click a column header to filter by that column.
   • Click the Calendar tab to view your tasks through a calendar view.
2. Click the task Label.
   
   
   
3. Click Edit.
   
   
   
4. Edit the task, and then click Save.
   • Change the progress of the task by selecting a progress option from the drop-down menu.
     • Progress options are To Do, In Progress, and Completed.
       
       
       

View and Edit a Task from an Opportunity

1. Navigate to the opportunity where the task is located.
2. Locate the Tasks card, and then click the task.
   
   

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.