For renewal applicants, the path to submitting a new application should be more clear. Currently, for a restricted process, they have to click Apply, enter the Access Code, click Applied, then Apply Again. It's not intuitive to apply via clicking Applied. Please consider adding Apply Again to the Applied button (Applied/Apply Again).

Another idea is to have the collaborative option more visible on the applicant dashboard. The only place I can find it is within the follow-up form.

All of our GLM applicants/grant awardees are using the new dashboard. We have applicants who have 2-10 programs under each grant cycle. It would be incredibly helpful if each task box on the applicant page would show the project name/program name under the grant cycle so applicants can easily see which program they are submitting documents to. The current style is visually appealing for applicants with one project but is messy for those who have multiple projects.

Since we have two grant cycles running simultaneously and have multiple agencies who have more than one program (who we fund under both grant cycles), I've had to go into each process follow-up form and re-name each form to include the grant cycle so the applicant has a idea of what task relates to each cycle.

Came here to add my +1 to all the folks commenting on the need for Grant Request Names more visible on the cards. We have several grantees with multiple active grants, and they're struggling to find the documents they need. Our grantees would probably prefer to see the Project Name (even if truncated) in the title bar and have the Process Name be visible upon hover. The Process Name means more to us than it does to them.

It might also be nice if the Documents menu on each card was titled "Completed Documents" to more clearly telegraph that no action is required on the form in the list.

When an application is "in process" and saved it shows up on the "to do" list on the left but does not include the program name and I don't believe you can see the same if you float over the application. For processes where an organization can submit multiple applications, this can be very confusing. Can the program name be made visible?

The left hand column: It's not really clear that the first "Assigned to you" tab lists items that need to be submitted in the next 2 weeks, and the "Upcoming" tab isn't as urgent. All the upcoming items have been "assigned to you" as well. The tab titles should be more clear. "The whole left hand section can be a titled "Quick Look - Items Assigned To You" and then name the tabs "Due Soon" tab and "Due Later". Or something along those lines.

It would be great to differentiate the left hand column from the rest of the page more. It's not really clear that this lists "to-dos" and duplicates what is already on the right hand column.

Where are applicants able to view requests they have been invited to collaborate on, after they've accepted the invitation?

Is there a way to display the program name on the dashboard cards? Not just the process name. We have a number of organization that apply for multiple grants within a process?

For an SLM applicant starting/logging in for the first time (new account), I think it would be helpful to be able to provide a little more direction for them, so they know to start with the Eligibility Quiz for a process, and also to make the "opportunities" or "apply" more prominent for a first timer. Right now when I look at it, via Sandbox, a larger "blank page" with just the Eligibility Quiz tile pops up and not much else. I do provide counselors and applicants with additional directions ahead of the process, but should they not have that with them or have access to people or help during "off hours", it would be good to provide a little more way-finding for them in the portal. I am very excited for the layout change - I think that will be very helpful for applicants to have more of a work-flow style view and it will help them keep on task better once in the process, but I'd like to be sure they have a healthy start which will increase the likelihood of them completing their applications if they have a good first experience. (We will hopefully be able to utilize the Universe feature in the future, but right now I am working with an eligibility quiz and 35+ individual scholarship processes, and I know if they have a good initial experience and feel comfortable in the process, it will help ensure more completions among the upcoming class.) If I missed how to set up these kind of instructions somewhere, please let me know - I'd love to add it before our next cycle begins.

Would it be possible for the preview button to generate a PDF that is the Question List for the process, but in Applicant View? (This is something we've long wished for across all of our processes, as internet access and stability is a barrier in our communities). This is a previous comment/question that I would like to have. The PDF version right now for my SLM universal application is quite long. I think this could easily scare applicants away. A shorter version, the applicant view, would be helpful.

For the applicant dashboard: it would be great to be able to collapse the cards in each column (or the column as a whole) for applicants who have many requests open simultaneously, or who simply want to see less on their screen. It starts to look very busy!

I agree with the comment below that a header in the "to-do" column that simply says that or "quick look" or something similar would help to identify the differences between the two panels.

A question I had from the webinar: does a request need to be marked as "closed" before it moves to the historical column after all of the follow-ups have been completed?

It would also be great to have the request name more accessible - the hover over feature doesn't feel super intuitive, and I wonder if it would be possible to add that piece to the card. We do occasionally have multiple requests from an organization for a single process and can imagine it getting confusing quickly!

Apply Again availability being the default on a process seems odd. I work exclusively in SLM, and offering students the ability to submit multiple applications for every process is something I don't want to do. If it remains the default, I need the ability to toggle it off and have that button not display.

Chiming in on the Preview discussion:

- Determining some type of way to display branching questions is important. Every single one of our application forms has branching on it. For example we specifically ask for applicants to share what type of organization they are, aside from using Candid. We do not need Applicants who are 501c3's to see the branching questions about Fiscal Sponsors. We want to avoid having applicants prepare/try to find/fill out information that is not necessary for their application.

-We utilize administrator questions housed within our applications. Some of these questions are for tracking purposes, reporting and data gathering, etc. They really are not meant for the applicant to view or experience.

-Would it be possible for the preview button to generate a PDF that is the Question List for the process, but in Applicant View? (This is something we've long wished for across all of our processes, as internet access and stability is a barrier in our communities).

I agree with the question branching. In a pdf, the branches need to be identified or it will be very confusing.

On 1 out of 3 of my monitors, the difference between the gray and white is barely detectable. The gray needs to a bit darker to help with the differences in the columns.

It would be great to be able to style the colors so that the grant and scholarship portals look more like us/our website.

It would be nice if forms could be sorted by due date on the
"To Do" panel on the left rather than by process.

Is there a way to distinguish more clearly the difference between the "To Do" panel on the left and the larger content panel on the right. I appreciate the multiple ways that needed tasks are communicated, but applicants might wonder why the same form is listed in both places.

PDF Preview of Forms: I like this but would love to see adjustments for branching. Currently, applicants sometimes start answering questions in the preview and mistaken this for their actual application. The pdf preview would avoid this confusion. However, I'm not sure how the pdf preview would note question branching. Maybe something on the pdf preview could label the questions "branch 1" and "branch 2" with the branch titles or something similar to call out the different tracks that the application may take.