> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.grantfrog.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Tasks and Interactions

Track all your tasks or cultivations connected to grants, grant reports, funders, or clients. A Task can be something on your 'To-Do' List OR it can be a Cultivation or Outreach task to a Funder or Client.

![Tasks leap](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/tasks-01-tasksleap_dy35tn.png)

In its entirety, **it's an Action that you have completed or want to do in the future.**

It could be a Task like **'get the new budget'** or a historical record of something you did like '**Sent an email to the new program officer at the foundation'.**

![Tasks](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/tasks-02-image_ba3jnm.png)

A Task can be related or connected to any other Record type of Grant Proposal, Grant Report, Funder, or Client.

### 📽️ How to create tasks in Grant Frog

${youtube}[Tasks - Grant Frog Leap - Onboarding Tutorial](l_Td5XDi0Jk)

### Adding a New Task

1. You can add a Task from any page using the New Task button at the top right
2. You can add a Task from any Grant, Grant Report, Funder, or Record page

![Adding a New Task](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/tasks-03-image_1gvu1ps.png)

### Add Task Details

1. Enter the task name (e.g., "Call foundation director")
2. Set the task status (e.g., "Up Next")
3. Choose a category for the task (e.g., "Phone Call")
4. Set a due date for the task
5. (Optional) Add a description of the task (e.g., "Need to contact director to ask questions")
6. Choose to relate the task to a grant proposal, grant report, funder, or client
7. Select the specific item you want to relate the task to (e.g., "Graham Foundation")
8. Click "Create" to create the task

![Add Task Details](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/tasks-04-image_pyx9jl.png)

### Task Email Reminder Notifications

Grant Frog's task management sends you and your team automated email reminders for Tasks - Get 1, 3, 7, 14, and 30 day, plus Overdue Reminders.

**By Default**, you'll receive 7 day, Overdue, and Tasks you're tagged on.

You can also update your [Task email notification reminders](https://support.grantfrog.com/task-notifications)

![Task reminder leap](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/tasks-05-taskreminderleap_1fx364t.png)

### Viewing and Managing Tasks

![Viewing and Managing Tasks](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/tasks-06-image_u25mj1.png)

### Checking Tasks on the Dashboard

1. Return to the Grant Frog [dashboard](https://support.grantfrog.com/dashboard)
2. Look for the "Tasks Due in 90 Days" section

![Checking Tasks on the Dashboard](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/tasks-07-image_6hocde.png)

### Updating the Task Status

1. As you work on tasks, remember to update the Status regularly
2. This keeps your task list current and helps you track progress on all grant-related activities

### View a User's Tasks

1. Go to Tasks
2. Click Owner
3. View all related Grant proposals, grant reports, and tasks

**See more on the** [User Dashboard](https://support.grantfrog.com/userdashboard)