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Tasks and Deadlines

  1. I have more than one deadline, how do I insert that information?

    When initially inserting your information into the Opportunity details tab, you only have the availability to enter one proposal...

  2. Sample Reports out of GrantHub

    We've had some requests on what the reports out of GrantHub look like with sample data. Please see them...

  3. How do I manage my grant documents in GrantHub?

    There are several places in GrantHub to help you organize and archive your important grant documents. Here is a...

  4. How do I update the email notification deadlines?

    Go to the top right corner of GrantHub once you are logged in. You will see a blue box...

  5. Do you have an editing tool like Google Documents?

    We do not have an editing tool like Google Documents. We recommend downloading the original document, making edits and...

  6. Why am I not receiving emails from GrantHub for tasks and deadlines?

    There are many reasons you and your team may not be receiving User activation emails and task/deadline emails.  First...

  7. How do I create a task that isn’t connected to an Opportunity or to a Funder?

    You can set a general task that isn't connected to a Funder or Opportunity on the Tasks tab found...

  8. How do I delete a user and reassign their Opportunities, Tasks, Documents and Answers?

    In GrantHub you aren't able to delete a user, but you can move them to Inactive. Go to the...

  9. What are the various ways Tasks can be used in GrantHub?

    Some people don’t use tasks at all. Others plan to use a lot of them because it will help...

  10. What is the Custom Reminder Lead days field?

    The Custom Reminder Lead Days field is for the convenience of adding one more additional reminder email notification. This...

  11. What are your recommendations for a consultant to use GrantHub?

    For consultants who are providing grant writing and other types of consulting - it is ideal if each nonprofit...

  12. Do you have an integration with any financial or donor management systems?

    At this time we do not have any specific APIs or integrations with other fundraising or accounting systems.  However,...

  13. How can I tell what Tasks and Opportunities are past due?

    Any past due tasks will be shown with a red circle with an exclamation point in the Name Field....

  14. How can I notify my team about notes I made in GrantHub?

    To send a link to a GrantHub Note (or Opportunity, or Funder, or Task, or Answer) to a group...

  15. Notifying multiple recipients about task deadlines

    Task notifications and reminders sent via email can be copied to multiple recipients. This feature will allow you to...

  16. How can I notify my team of changes to a task in GrantHub?

    When the deadline on a task is changed GrantHub will automatically generate a notification email to the task owner....

  17. How do I edit a task?

    Find the task on the Deadlines list. Click on the task Name or on the edit icon. Make your...

  18. Video Tutorial: Attaching Tasks to Opportunities

    A quick training video showing you how to add tasks to opportunities. If you have any questions about this...

  19. Video Tutorial: Managing Deadlines

    A quick training video showing you how to manage the deadlines you are tracking for opportunities and tasks. If...

  20. What is the best way to save email communication in GrantHub?

    You can save emails as a document in a Task under the Opportunity. Any user with access to your...

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