Custom Tags

Custom tags in Grant Frog let you add personalized information to grant proposals beyond the standard fields.

Overview

Custom tags in Grant Frog let you add personalized information to grant proposals beyond the standard fields. This feature is particularly useful for tracking organization-specific details like regional territories, partner agencies not listed in the system, internal categories, or any other custom data points relevant to your grants management process.

Once tags are created, you can filter and generate reports based on them, making it easy to analyze your grants portfolio from different angles.

Video Tutorial - Custom Tags on Grant Proposals

Step-by-Step Tutorial

Step 1: Access the Tags Management Page

Navigate to the Tags menu section in Grant Frog. This is your central hub for managing all custom tags where you can add new tags, edit existing ones, or delete tags you no longer need.

Step 2: Create a New Custom Tag

1. Click the Add New Tag button

2. Enter your tag name (for example, "Northeast Region" if you're tracking geographical areas)

3. Click Save

Your new tag is now available to use across all grant proposals.

Step 3: Add Tags to a Grant Proposal

There are two ways to tag a proposal:

Option A: From within the grant proposal

1. Open the specific grant proposal you want to tag

2. Locate the Tags section

3. Select your desired tag from the dropdown menu

4. The tag will automatically be applied to that proposal

Option B: Add a new tag on the fly

You can also create a new tag directly from within a grant proposal if you realize you need one while working on a specific grant.

Step 4: Filter and Report on Tagged Proposals

1. Go to the Reports section

2. Select the Grant Proposals report type

3. Click the Filter Tags option

4. Choose the tag(s) you want to filter by

5. The report will display all proposals with your selected tag

Step 5: Combine Filters for Advanced Reporting

You can combine tag filters with other criteria to create more specific reports:

• Date requested

• Proposal status

• Other available filters

This allows you to generate targeted reports like "all Northeast Region proposals submitted in Q1" or "pending proposals for Partnership Program A."

Ideas for Using Custom Tags

• Geographic regions (Northeast, Southwest, International, etc.)

• Partner organizations not tracked elsewhere in the system

• Internal program categories specific to your organization

• Funding priorities or strategic initiatives

• Review stages beyond standard status fields

Custom tags give you the flexibility to track what matters most to your organization's grants management needs.