Instrumentl strives to streamline your grant management and tracking while making co-working seamless. Tasks allow you to easily track deliverables. Read more about how to create Tasks here.
Much like the Tracker, the Tasks View can display a list of all Tasks across all projects as well as a project-specific list of Tasks.
Task View is a feature available on our Standard Plan and above.
Statistics
Near the top of your Tasks View, you’ll first see Task statistics. We’ll display your 'Next Up' Task, as well as a 'To Do' list organized by Task type.
Clicking a Task type in the "to-dos" will narrow your Task list to that type.
Filtering and sorting
You can customize your Tasks View in a few ways:
Clicking the "down arrow" buttons 🔽 next to 'Deadline' and 'Opportunity' will sort the Tasks accordingly.
Clicking the filter icon next to 'Assignee' and 'Type' lets you filter Tasks accordingly. This will help you keep tabs on your co-workers' progress so nothing falls through the cracks!
You can also toggle 'Hide Completed' to show or hide Tasks that have been marked as completed.
We intentionally do not define each Task Type or prescribe how to use them. The best practice is for you to align with your team on defining the types.
If you find it helpful, here's how we generally think of each Task Type:
LOI = Tasks related to Letters of Inquiry.
Full Proposal = Tasks related to writing full proposals/applications.
Report = Tasks related to reporting deadlines to funders for awards, or reports of your Instrumentl data for internal use.
Cultivation = Tasks related to grant prospecting, discovery and cultivating funder relationships.
General = Miscellaneous or generic to-dos that may not fall into any of the above categories.
Note: The Task Type field options cannot be customized at this time.
Changing the scope of your Task View
Tasks across all projects
To see Tasks for opportunities across all projects in your account, click into All Projects near the top-left of your screen.
From there, navigate to the 'Tasks' tab at the top of your screen.
Tasks within a specific project
To view Tasks for opportunities saved to a specific project in your account, click the project title on the left side of your screen.
From there, navigate to the 'Tasks' tab at the top of your screen.
Tasks View is an excellent way to stay organized by seeing all of your "to-dos" at a glance. Coworking is made much easier when responsibilities and due dates are clear. Exporting Reports is another great way to stay on top of grant work. Read more about reports here.
Contact Us 
Reach out to our friendly Support team if you have any questions about using this feature. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.