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Documentation Guides
Pursuing a grant
From a match to a tracked grant with a checklist, tasks and a deadline.
An opportunity is a call in the directory. Pursuing it makes it a grant in your workspace.
Steps
- Open Grants. New matches are listed under Inbox with their funder fit: Strong, Fair, Weak or Blocked.
- Open a match to see the reasons for and against, the deadline and the sentence on the funder's page it was read from.
- Choose Watch to keep an eye on it, or Pursue to start work.
- When you pursue, the Management desk reads the call and builds a checklist of what the funder asks for, with tasks for your team.
- Move the grant through the stages as work proceeds: Pursuing, LOI, Drafting, Review, Submitted, then Awarded or Declined.
Adding a grant yourself
Use New grant on the Grants tab for a call that is not in the directory. Enter the funder, the title of the call, the amount and the link to it.
Deadlines
A deadline is always shown with where it came from. A date you typed shows as "You said" until it is confirmed against the funder's page.
Did this not answer it? Ask the help assistant.