Instrumentl strives to streamline your grant management and tracking. Tasks allow you to easily track deliverables. Read more about how to create Tasks here.

Tasks View allows you to see a list of Tasks for all projects, as well as a list of Tasks for each specific project in your account.

Task View is a feature available on our Standard Plan and above.

Near the top of your Task View, you’ll first see your Task statistics. We’ll display your next up Task, as well as a list of your to dos, which are organized by Task type.

Clicking into each Task type from the to dos will narrow down your Task list to that specific type.

When clicked into the Tasks tab, you have the option to customize your view.

Clicking the arrows next to Deadline/Opportunity will sort the Tasks accordingly. Clicking the icons next to Assignee/Type will allow you to filter Tasks accordingly.

You can also choose whether or not to hide completed Tasks by switching on the toggle.

To see Tasks for all projects in your account, click into All Projects near the top left of your screen.

From there, navigate to the Tasks tab.

To see Tasks for a specific project in your account, click into the specific project title near the left of your screen.

From there, navigate to the Tasks tab.

Tasks View is an excellent way to stay organized by seeing all of your to dos at a glance. Exporting reports is another great way to stay on top of grant work. Read more about reports here.

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.