Instrumentl

Tracie Zamiska

Kyle Ward

Amélie Heurteux

Learn how to effectively track your grants throughout their lifecycle 

Tracking Your Progress

Use the Grant Tracker to manage your prospective & historical grants

What is the Tracker?

Update your years to reflect your organization’s fiscal years

Customize your fiscal years

Custom Fields

Learn how to build out your Instrumentl Tracker

Getting Your Tracker Set Up

Learn how to add your historical grants to Instrumentl in bulk by importing a spreadsheet

Importing a spreadsheet

Learn how to add grants to your Tracker found outside of Instrumentl, one by one or by importing a spreadsheet

Managing active, current, or historical grants in your Tracker

Add grants from any source to your Instrumentl Grant Tracker

How can I add a funding opportunity that I’ve found outside of Instrumentl to my Tracker?

Store all grant-related documents in your Instrumentl Document Library

What is the Document Library?

Rebecca Huber

Learn how to make Instrumentl's Tracker your one stop shop for all grant work

Centralizing Your Pipeline

Learn about opportunity status selections and award period selections for funding opportunities

Stay organized with statuses

Add a submission goal

The difference between Removing a Grant from your Tracker vs. marking it "Abandoned"

When should I move a grant to the Abandoned status?

Learn how to save a grant to multiple Years or Projects

How can I save a funding opportunity to multiple years or projects?

Learn how to save your funder portal credentials directly in Instrumentl

Storing grant portal login credentials

Removing/hiding a Grant from your Tracker or Project

Removing an opportunity

Once I hide them, where are they located? How can I find them again?

Where can I find opportunities I've hidden?

Learn how to record a funder's response in your Grant Tracker

How to record a funder response

Use tasks to receive specific reminders about grants, and add reporting deadlines on Instrumentl

How to add a reporting deadline and other tasks to a funding opportunity

Learn how to track renewal grant applications

How to plan for the upcoming year

Learn how to arrange information in your Tracker to ensure your progress is documented

Organizing Your Pipeline

Learn about the new Calendar View and how it can improve your grant-tracking organization.

Calendar View

Learn about Tasks View for our Standard and Professional Plans

Tasks View

Learn how to easily see the progress you've made on funding opportunities 

Viewing Your Progress

Share your progress with your organization through six different report options.

Export reports in Instrumentl

Celebrate your wins with personalized Instrumentl Statistics

Your Instrumentl Statistics

Learn how to easily share your progress with your team

Sharing Your Progress

Instrumentl Home

Browse Grants

About Instrumentl

System Status

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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