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.