Dashboard

Overview

The dashboard is your central hub for managing grant projects. It gives you a high-level view of everything your team is working on — deadlines, status, assignments, and progress — across three different views.

List view

The default view shows your projects in an interactive table. Each row displays project metadata — name, status, deadline, funder, assigned team members, and more.

Inline editing — Click any field directly in the table to edit it. Change a project’s status, update a deadline, or reassign a team member without opening the project. Changes save automatically.

Sort and filter the table by any column to focus on what matters — upcoming deadlines, active projects, or a specific team member’s assignments.

Calendar view

See all your grant deadlines on a calendar. Each project appears on its deadline date, color-coded by status. This view makes it easy to spot busy periods, plan your workload, and avoid deadline conflicts.

Kanban view

Drag-and-drop project management organized by status columns. Move projects between stages — from research and drafting through submission and award tracking. The kanban view works well for teams that want a visual pipeline of their grant work.

Managing projects

From any view, you can:

• Create a new project — Add a grant project with its funder, deadline, and initial details
• Edit project metadata — Update status, deadline, funder, team assignments, and notes
• Open a project — Click into a project to access its workspace with files, chat, and documents

Tips

• Use the calendar view at the start of each week to plan your priorities around upcoming deadlines.
• Use inline editing in the list view for quick status updates — it’s faster than opening each project.
• The kanban view is especially useful in team settings where multiple people are working on different projects simultaneously.

Related

• Managing Grant Deadlines
• Collaborating with Your Team