Instrumentl

Kyle Ward

Priya Devineni

Rebecca Huber

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?

Ensure the Tracker and Matches align with your nonprofit's fiscal year and location, respectively.

Set up your Organization Profile

Learn how to tailor your Tracker view in Instrumentl to match your grant workflow

Customize your Tracker

Create your own customized fields to neatly capture & track key funder and opportunity information

Custom Fields

Learn how to build out your Instrumentl Tracker

Getting Your Tracker Set Up

Learn how to import your past awards to your Instrumentl Tracker

Managing your historical awards

Add grants from any source to your Instrumentl Tracker

How to add a grant from outside of Instrumentl to the Tracker

Learn how to save your funder portal credentials directly in Instrumentl

Storing grant portal login credentials

Organize grant documents by storing shared files to easily access proposals for 'Apply + Advisor', grant agreements for the 'Award Assistant', and much more in your Document Library.

Document Library

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

Centralizing Your Pipeline

Learn how to keep your grant pipeline orderly with Statuses

Stay organized with Statuses

Learn how to keep your pipeline organized by tracking various submission deadlines

Stay organized with date fields

Abandoned vs. hidden - what's the difference?

When should I change a saved grant's status to "Abandoned"?

Learn how to duplicate a record in order save a grant to multiple years or projects

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

How to hide a grant from your project's Tracker

Removing an opportunity

Update your Tracker to reflect the outcome of your grant submissions

How to record a funder response

Learn how to use Instrumentl's Funder Notes and Funder Contacts features to document and track funder cultivation insights.

How to track funder cultivation insights

Learn how to create Tasks and use them to delegate responsibility to teammates and track deliverables

Tasks: Assign action items for saved grants

Learn how to track renewal grant applications and prepare your Tracker's grants for future cycles

How to plan for the upcoming year

Learn tips & tricks on how to efficiently track opportunities on Instrumentl

Tracking Best Practices

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

Organizing Your Pipeline

Learn how to view Task due dates & deadlines from your Tracker in a "Calendar View" and how this can improve your grant-tracking organization and co-working efficiency.

Calendar View

Learn how to see all of your Tasks in one place

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

Easily monitor & share your grant performance metrics with data visualizations!

Grant Performance Dashboard

Sindie

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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