Dashboard

Your bird’s-eye view

The dashboard is where you go to answer one question: what needs my attention right now?

Every grant project your team is working on lives here — with its deadline, status, who’s assigned, and how far along it is. One glance tells you what’s due this week, what’s stuck in review, and what’s quietly fallen behind. You don’t have to dig through individual projects to get the picture.

Three views give you three different ways to look at the same data. Pick whichever matches how you think.

The dashboard keeps itself updated

If you’ve used other project management tools, you’re used to the drill: create a project, manually set the status, remember to update it when things change, hope your team does the same. The dashboard ends up reflecting what people remember to log, not what’s actually happening.

Grantable works differently. As you work in your workspace — creating folders for applications, uploading RFPs, drafting proposal sections, submitting documents — Grantable tracks what’s happening and keeps the dashboard current. When you start working on an application, it moves to “In Progress.” When a draft goes through review, the status updates. When you tell the AI you’ve submitted, it marks it submitted.

Here’s what’s going on behind the scenes: every folder and file in your workspace can carry metadata — status, due date, funder name, grant amount, stage. When a folder in your Applications or Prospecting workspace has a due date, it shows up in the dashboard automatically. As work progresses, the AI updates these fields based on what’s actually happening in the workspace.

You don’t need to know how the metadata works or where it lives. Just know that the dashboard is drawing from the real state of your workspace, not from a separate tracking system you have to maintain.

And you can always override it. Change any field directly in the dashboard — click a status, update a deadline, reassign a team member. The AI picks up manual changes too, so there’s no conflict between what you set and what the AI tracks. You can also tell the AI in chat: “Move the NEA application to Under Review” or “Push the Ford Foundation deadline to June 30” — it updates the dashboard immediately.

List view — the power-user default

If you like spreadsheets, you’ll feel at home here. The list view shows every project in an interactive table where you can sort, filter, and — most importantly — edit fields right in the row.

Click a status to change it. Click a deadline to push it. Reassign a team member without ever opening the project. Changes save automatically, so you can blow through a dozen quick updates in the time it would take to open and close each project individually.

Sort by deadline to see what’s coming up. Filter by team member to check someone’s workload. Filter by status to find everything that’s stuck in draft. The list view is built for the person who wants to move fast and touch a lot of projects in one sitting.

Calendar view — see your month

The calendar lays out every deadline on the dates they’re actually due. You’ll immediately spot the weeks where three grants are due at once — and the quiet stretches where you could get ahead on something.

This is the view that prevents the “oh no, that was due yesterday” moment. Color-coding by status means you can see at a glance which upcoming deadlines are on track and which ones still need work.

Kanban view — the visual pipeline

Drag-and-drop columns organized by status — Not Started, In Progress, Under Review, Submitted, Awarded, Declined. If your team works on grants at different stages simultaneously, the kanban view shows the shape of your pipeline. You can see if everything is bunched up in drafting, or if you’ve got a healthy spread across stages.

Move a project from one stage to the next by dragging it. It’s especially useful in team settings where multiple people need to see the big picture without asking each other for updates.

Creating projects

You can create projects from any view using the new project button — add the funder, deadline, and initial details.

Or skip the form entirely and tell the AI: “Create a project for the Ford Foundation LOI due May 15.” It’ll set up the project with the right metadata and you can tweak anything from the dashboard afterward.

You can also just start working — create a folder in your Applications workspace, start uploading documents, and the dashboard picks it up as soon as there’s enough context to track.

Pro tip

Start each week in the calendar view. Spend two minutes scanning the next seven days to see what’s due, then switch to list view to do any quick status updates. That weekly habit keeps you from being surprised by deadlines and gives your team a shared sense of what’s coming.

If something looks off in the dashboard — a wrong status, a missing deadline — just tell the AI. “Update all my active applications with their current statuses” or “Set the deadline for the Kresge proposal to April 15.” The dashboard is a living view of your work, not a static spreadsheet you have to maintain.

Related

• Managing Grant Deadlines
• Collaborating with Your Team