Reminder Features
We do not have any reminder features in GLM. That would be a great thing to add. Something to remind me to send out an email within the system so that I don't have to set up an external reminder.
Minerva Humphrie
shared this idea
Hi Minerva,
Thank you for your suggestion.
We have recently been discussing the idea of adding task items to GLM.
These could be actions to assign to yourself or other users in the systems. This seems like it would accomplish what you are looking for but would love to hear more feedback from you and others.
Thanks
-chris
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Molly Gelinas commented
Task lists (or any kind of reminder feature) would be so helpful to have in Foundant. We have a small, but growing team with some members working remotely fairly frequently, so we've been looking for ways to better keep ourselves on track and communicate what needs to be done when, and by whom. While we have outside tracking systems for things, having the ability for grants management task lists/reminders to live in Foundant would be a game-changer for us!
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Lori
commented
I agree. This would be helpful in many ways. One example - we print out packets for our trustees before site visits. I would be great to get a reminder X days before each site visit to verify all the necessary info has been submitted and is ready to be printed.
Assigning tasks would also reduce the need for conversations about which staff member is going to put together a recommendation and which one is going to review a follow-up report.