Tasks

Manage your tasks and checklists related to grant proposals, grant reports, funders, and clients in Grant Frog.

We'll walk you through the process of entering and creating a new task along with seeing all your Open Tasks on the Dashboard.

📽️ How to create tasks in Grant Frog

Step by Step Tutorial

This tutorial will guide you through the process of managing grant-related tasks using Grant Frog.

Adding a New Task

1. In the Grant Frog app, locate and click on the "Tasks" menu

2. Select "Add Task"

Add Task Details

1. Enter the task name (e.g., "Call foundation director")

2. Set the task status (e.g., "Up Next")

3. Choose a category for the task (e.g., "Phone Call")

4. Set a due date for the task

5. (Optional) Add a description of the task (e.g., "Need to contact director to ask questions")

6. Choose to relate the task to a grant proposal, grant report, funder, or client

7. Select the specific item you want to relate the task to (e.g., "Graham Foundation")

8. Click "Save" to create the task

Viewing and Managing Tasks

1. After saving, you'll see the main screen for the task, displaying details like due date and status

2. To make changes, click "Edit" on the task screen

3. To mark a task as completed, click "Edit", enter the completion date, and save

Checking Tasks on the Dashboard

1. Return to the Grant Frog dashboard

2. Look for the "My Open Tasks" section

3. Here you'll see all your open tasks with their due dates

Updating the Task Status

1. As you work on tasks, remember to update the Status regularly

2. This keeps your task list current and helps you track progress on all grant-related activities

View a User's Tasks

1. Go to Tasks

2. Click User Name

3. View all related Grant proposals, grant reports, and tasks

See more on the User Dashboard