You can save emails as a document in a Task under the Opportunity. Any user with access to your GrantHub organization will be able to open these files as long as they have Outlook enabled on their computer.

In Outlook, click on the email you would like to save in GrantHub, then click on File and click on Save As. Choose the folder you would like to save this in. Also choose the 'type' you want to save the email as in the Save As Type option. Both 'Outlook Message Format - Unicode' and 'Text' file types can be saved as documents in GrantHub. If you save as 'Outlook Message Format - Unicode', keep in mind that you will need to open those files in Outlook to read them. 

To save in your Task, fill out all required information, click Save and then drag and drop your .msg file and save the Task again.

1. Find the task on the Deadlines list.
2. Click on the task Name or on the edit icon. 
   
   
3. Make your changes to the task.
4. Click Save. 

Task notifications and reminders sent via email can be copied to multiple recipients. This feature will allow you to keep other team members aware of approaching deadlines - even if they are not assigned as the Task Owner. Additional recipients do not need to be set up as GrantHub users to receive these notifications and reminders. 

To copy a recipient on the notifications and reminders add their email address to the Notify Additional People field on the task details. Additional recipients do not need to be set up as GrantHub users to receive these notifications and reminders. 

Any past due tasks will be shown with a red circle with an exclamation point in the Name Field.

You can look at a list of upcoming Tasks and Opportunities on the Deadlines page.

Some people don’t use tasks at all. Others plan to use a lot of them because it will help them coordinate with other co-workers. So you may review this list and only pick out a few scenarios that work for your Organization.

Here is the list of potential tasks that you could set up under an opportunity:

• Verify dates / requirements
• Contact Funder with Questions, ask for assessment score sheet
• LOI
• First Draft of proposal
• Collaborate with program directors, finance, etc.
  • on things like Program Description / Needs statement / Project budget, etc.
• Review cycle(s)
• Proposal approval by Executive Director / Board
• Submit Final proposal
• Check in on application status with Funder
• Site Visit

If Awarded:

• Sign/Return/Upload Grant Acceptance Letter
• Send Thank You
• Post Funding awards to social media
• Mid-Term follow up reports
• Final follow up report
• Send Thank You for Consideration
• Get Funder input on reapplication next cycle

If Denied:

• Send Thank You for Consideration
• Get Funder input on reapplication next cycle

And remember to make sure you upload any associated documents, or copy of emails, etc. to GrantHub. Even if you attach them to the task, they will still show up in the documents section of the opportunity.

You can set up other tasks in GrantHub (not related to a specific opportunity):

Funder Tasks (Found in the Funder record)– Making sure you catch lunch with them, or other tasks to research if they are a good fit.

Your Tasks (Found in ‘My Profile’ under the Blue welcome box) – things like updating answer library, or pulling reports on grant activity for board meetings, etc.

You can set a general task that isn't connected to a Funder or Opportunity on the Tasks tab found on the My Profile page. My Profile can be accessed by selecting the blue 'Welcome, Your Name' menu in the upper right corner of your screen. Click on the New Task button to create a general task.