Grants Management System: tasks, notifications, and Funding Programs

What's new

• Tasks built into funding work. Task tags and taxonomy, due dates that inherit from the notification that raised them, reference links, and completion triggers.
• Tasks clean up after themselves. When a task stops being relevant it is removed automatically, with a log of what was removed and why.
• Three Funding Module task views to work from.
• A dedicated Funding Programs list and tab, with direct Create actions and context columns on the Disbursements and Recipients pages.
• Enroll an applicant into a Funding Program straight from a funnel.
• Change a program or round manager without raising an Amendment.

Availability

This is part of the Grants Management System, which is currently in beta and not yet enabled for every account. If you run grant or funding programs and want access, get in touch and we'll set you up.

Why it matters

Funding work is mostly follow-up: chase a document, confirm a milestone, release a tranche. Putting tasks and notifications directly into the module means that follow-up lives next to the money it relates to.