Tasks, deadlines and reminders

Add tasks

1. Open Tasks and choose Add task.
2. Choose a grant, then enter a Task title. You can add a description, internal notes, a Task type (Research, Budget, Narrative, Letters, Documents, Submission, Review, Follow up or Custom), a Due date, an Internal deadline and an Assignee.
3. Choose Add task.

On Essentials and higher you can start from a checklist instead: choose Generate from NOFO, pick a grant and choose Generate tasks. GrantCue reads the grant's AI summary and proposes tasks for its deadlines, required attachments and compliance steps. Tick the ones you want before you add them.

Find the task you need

The filter bar above the list searches by text and filters by Assignee, Grant and Status.

Deadlines

• Each grant carries a close date, an optional LOI deadline and an optional internal deadline. Edit them from the grant's edit panel.
• The Calendar shows application, LOI, internal and task deadlines together. After an award, compliance requirements with a due date and report dates on a payment schedule appear as Report due items.
• Under Calendar connections and export, Export .ics downloads a one-time snapshot. Subscribe to your calendar feed gives you a URL for Google Calendar, Apple Calendar or Outlook that updates itself.

Reminders

Settings > Notifications has Organization emails (admins only). Under Deadline reminders, tick any of 30 days before, 14 days before, 7 days before, 3 days before, 1 day before and Day of deadline, and choose whether to send the Daily task digest for the team. LOI and internal deadlines, compliance due dates and report dates on a payment schedule are reminded on the same days.

On the same page, Your email reminders has three switches for you alone: Deadline and report reminders, Task emails and Mentions. Turning one off stops those emails to you in every organization you belong to. Your in-app notifications and your team's emails stay as they are.