Articles on: Fundamentals

Custom Tags

Overview


Custom tags in Grant Frog let you add personalized information to grant proposals beyond the standard fields. This feature is particularly useful for tracking organization-specific details like regional territories, partner agencies not listed in the system, internal categories, or any other custom data points relevant to your grants management process.


Once tags are created, you can filter and generate reports based on them, making it easy to analyze your grants portfolio from different angles.


Overview



Access the Tags Management Page


Navigate to the Tags menu in Organization Settings > Tags.


This is your central hub for managing all custom tags where you can add new tags, edit existing ones, or delete tags you no longer need.


Create a New Custom Tag


  1. Click the Add New Tag button
  2. Enter your tag name (for example, "Northeast Region" if you're tracking geographical areas)
  3. Choose a Color
  4. Click Create


Your new tag is now available to use across all grant proposals.


Create a New Custom Tag


Add Tags to a Grant Proposal or Funder


There are two ways to tag a proposal:


Option A: From within the grant proposal


  1. Open the specific grant proposal you want to tag
  2. Locate the Tags section
  3. Select your desired tag from the dropdown menu
  4. The tag will automatically be applied to that proposal


Option B: Add a new tag on the fly


You can also create a new tag directly from within a grant proposal if you realize you need one while working on a specific grant.


Step 4: Filter and Report on Tagged Proposals


  1. Go to the Reporting page
  2. Select the Grant Proposals report type
  3. Click the Filter Tags option
  4. Choose the tag(s) you want to filter by
  5. The report will display all proposals with your selected tag


Step 5: Combine Filters for Advanced Reporting


You can combine tag filters with other criteria to create more specific reports:


  • Date requested
  • Proposal status
  • Other available filters


This allows you to generate targeted reports like "all Northeast Region proposals submitted in Q1" or "pending proposals for Partnership Program A."



Ideas for Using Custom Tags


  • Geographic regions (Northeast, Southwest, International, etc.)
  • Partner organizations not tracked elsewhere in the system
  • Internal program categories specific to your organization
  • Funding priorities or strategic initiatives
  • Review stages beyond standard status fields


Custom tags give you the flexibility to track what matters most to your organization's grants management needs.

Updated on: 21/08/2026