Instrumentl

Rebecca Huber

Kyle Ward

Trevor Ackerman

Learn how to effectively track your grants throughout their lifecycle 

Tracking Your Progress

Understand how the Grant Tracker helps you manage prospective and historical grants.

What is the Tracker?

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

Customize your Tracker

Create your own customized fields and columns to track the information that matters most to your organization.

Custom Fields

Learn how to build out your Instrumentl Tracker

Getting Your Tracker Set Up

Learn how to import your past and current grants into your Instrumentl Tracker

Import your existing grants into your Tracker

Add grants from any source to your Instrumentl Tracker

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

Bring your grant documents to Instrumentl to easily access proposals for Apply, grant agreements for the Award Assistant, and much more

Document storage

Learn how to save your funder portal credentials directly in Instrumentl

Storing grant portal login credentials

Keep your document library organized by creating Document Folders and grouping related files together

How to organize your documents with Document Folders

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

Update your Tracker to reflect the outcome of your grant submissions

How to record a funder response

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

Stay organized with date fields

Add Funder Notes and Funder Contacts to document and track funder cultivation insights

Funder History: Cultivate funder relationships

Learn how to create Tasks, delegate responsibility, and track deliverables for each grant opportunity.

Tasks: Assign action items for saved grants

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?

Learn how to record recurring grants across fiscal years and prepare your saved opportunities for future cycles in your Tracker

How to plan for the upcoming year

Abandoned vs. hidden - what's the difference?

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

How to hide a grant from your project's Tracker

Removing an opportunity

Learn tips and best practices to efficiently track and manage grant opportunities in Instrumentl.

Tracking Best Practices

Priya Devineni

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 your Instrumentl Calendar View

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 grant progress with external stakeholders using different types of reports in Instrumentl

Export reports in Instrumentl

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

Grant Performance Dashboard

Celebrate your wins with personalized Instrumentl Statistics

Your Instrumentl Statistics

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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