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Workspace Sections: Grants

Learn how to manage all the grant projects in your account

Philip Deng avatar
Written by Philip Deng
Updated over a week ago

Grants Tab

The Grants section in your Workspace allows you to view and manage all grant projects in your account. Each grant is displayed as a row in a table with detailed metadata about the project.

Managing Grant Projects

The grants table displays essential information about each project, including:

  • Required fields: Project name

  • Optional fields: Source material files, status, due date, target date, lead team member, support members, priority, amount requested, amount awarded, funder, submission links, notes, and last edited time

You can customize your view by showing or hiding metadata columns to focus on the information most relevant to you.

Creating New Grants

To create a new grant project, click the black New Grant button in the upper right corner of the screen.

This will reveal a tray allowing you to input metadata about the new grant project. The only required field is the name.

Searching and Filtering

You can easily find specific grants using the search function. Additionally, you can filter grants by their status to better organize your view.

Deleting Grant Projects

To delete a grant project, locate the three dots menu next to the grant name in the table row and select the delete option.

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