Documentation

Manage grants

Track grants through stages

Plans: Every plan, including Free. Free tracks up to 10 active grants at once, Essentials 75, Team 250, and Organization and Enterprise unlimited. Archived grants don't count.

My grants is a board of the grants your organization is tracking, one card per grant, grouped by stage from researching to awarded. Your team uses it to see what is in progress and what has been submitted.

In the app: My grants

My grants shows every saved grant as a card on a board, grouped by stage. The default stages are Researching, Go/No-Go, Drafting, Submitted, and Awarded or Not funded. Admins can change stages under Settings > Workflow.

Add a grant

  1. Choose Add grant at the top of My grants.
  2. Choose Find a grant to pick from Discover, or Add by hand to add one fast (choose Enter all details in that form for an opportunity GrantCue does not list).

Move and organize

  • Drag a card to another column, or use its menu to change the stage.
  • Switch to the list view for a compact table.
  • Select several cards to change their stage or delete them together.
  • Open a card to see its details, tasks, documents and comments.

Submitted means you recorded it

GrantCue prepares your application but does not send it to the funder. Submit using the funder's own portal or method. Then move the card to Submitted and choose Record external submission, adding the confirmation receipt if you have one.

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