The Tasks Area

The Tasks Area gives you a list view of all your organization’s tasks — helping you track deadlines, assignments, and linked grant records in one place.

Written By Philip Deng

Last updated 4 months ago

Purpose

Tasks help your team stay organized across the grant lifecycle — from early research to submission and follow-ups. Each task appears here so everyone can see what’s coming up and who’s responsible.

💡 Think of Tasks as your shared, workspace-wide to-do list — fully connected to your Calendar.

Layout

Top Bar

At the top of the Tasks page, you’ll find:

Search workspace — search across your workspace for tasks by name or keyword.
+ New task — create a new task directly from this view.

Table of Tasks

Each task appears as a row in the table, grouped under headings like Upcoming or Completed, depending on its due date and status.

Column	Description
Task	The name of the task (click to open or edit).
Due date	Shows time remaining until the task’s due date (e.g., “in 8 days”).
Record	Displays the linked record (Application, Opportunity, or Program). If blank, the task isn’t linked.
Assigned to	Shows the member or members responsible for the task.
Actions	A three-dots menu (…) to edit or delete the task.

💡 Tasks are automatically grouped by status — so “Upcoming,” “Completed,” or overdue items are easy to scan.

Creating a Task

Click + New task in the top-right corner.
Enter:
- Task name — e.g., “Esperanza Draft Due.”
- Task description
- Due date.
- Assign record (optional) — link to an Application, Opportunity, or Program.
- Assign user(s) (optional).
- Notes (optional).
Click Save.

The task appears immediately in the list and will also display in the Calendar.

💡 Task details sync across all views — updating one updates the other automatically.

Editing or Completing a Task

To edit: click the task name or open the ⋮ menu → Edit task.
To mark complete: click the checkbox beside the task name.
- The task moves under Completed and is no longer shown in active views.

💡 Completed tasks stay available for reference and reporting.

Deleting a Task

Click the ⋮ menu → Delete.
Confirm deletion when prompted.

💡 Deleting removes the task from both the Tasks list and Calendar. This action can’t be undone.

Best Practices

Keep task names short and specific.
Assign at least one user per task for accountability.
Use linked records to tie work to the right grants or funders.
Review tasks weekly to stay ahead of upcoming deadlines.

💡 Regularly checking this list is a quick way to prep for team meetings or progress reviews.

✅ Key takeaway: The Tasks Area provides a simple, unified list of everything your team needs to do. Use it with the Calendar to manage day-to-day actions, assign owners, and stay aligned on grant-related deadlines.