Tracking your progress

Learn about Instrumentl's grant tracking and reporting capabilities

10 articles in this collection
Written by Katharine Corriveau, Amélie Heurteux, and Rebecca Benson

Tracker

What is the Tracker? What is the Master Tracker?

Use the Grant Tracker to manage your prospective & historical grants

Written by Katharine Corriveau
Updated over a week ago

How to record a funder response

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

Written by Katharine Corriveau
Updated over a week ago

Calendar View

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

Written by Rebecca Benson
Updated over a week ago

Tasks

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

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

Written by Katharine Corriveau
Updated over a week ago

Submission goals

Add a submission goal

Written by Amélie Heurteux
Updated over a week ago

Fiscal years

Customize years to your fiscal years

Update your years to reflect your organization’s fiscal years

Written by Amélie Heurteux
Updated over a week ago

How to plan for the upcoming year

Learn how to to view your saved grants from previous years and populate new records for next year

Written by Amélie Heurteux
Updated over a week ago

Importing funding opportunities

Managing your organization's funding history

Learn how to use the Grant Tracker to manage and store your organization's grant history

Written by Katharine Corriveau
Updated over a week ago

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

Add grants from any source to your Instrumentl Grant Tracker

Written by Katharine Corriveau
Updated over a week ago

Exporting funding opportunities

Export a Report of your funding opportunities

Instantly share your progress with grants through Instrumentl reports.

Written by Katharine Corriveau
Updated over a week ago