Instrumentl strives to streamline your grant management and tracking.

We know how important Tasks are in keeping your grant work organized, which is why we have created the brand new Task View.

You now have the ability to view 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 and Professional Plans.

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 lines 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.

If you have any questions about Task View, feel free to email us at [email protected] or send us a message using the chat bubble when logged in!