Articles on: Fundamentals

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


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


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



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


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


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


Task reminder leap


Viewing and Managing Tasks


Viewing and Managing Tasks


Checking Tasks on the Dashboard


  1. Return to the Grant Frog dashboard
  2. Look for the "Tasks Due in 90 Days" section


Checking Tasks on the Dashboard


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

Updated on: 21/08/2026