31 results found
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Hyperlink items within Granthub
Reports should have links directly to the opportunities. For example, if I see the number of deadlines that are coming up, or that are past-due, a simple number is not useful data. A list of those opportunities/tasks and links to view them in more detail would be actionable data.
3 votes -
Calendars
Two thoughts:
1. Have a task automatically populate when a due date is entered in an opportunity.
2. Have a more seamless integration with importing tasks into outlook. Currently, it is kind of clunky and requires more time than it should.2 votes -
In Tasks: Send alert email to assigner when task is completed.
Our Grant Specialist team uses the task assignments extensively for items such as Budget Uploads, Budget Revisions, Request for Reimbursement, Request for Funds, Annual Financial Reports, and others. We would find it really helpful to our grant task management if GHPro would send an email alert to the assigner when the assignee marks the task as complete. Currently once a task is created and assigned, the only way the assigner can see the status or updated info is by checking each task individually. Getting a completed alert email would increase efficiency and reduce burden on both the assigner and the…
3 votes -
Add an option to delete tasks and opportunities
When a task or opportunity is no longer relevant, or has been entered by mistake, there is no current way to delete it, only to mark as inactive. Being able to delete or archive things would be wonderful.
2 votes -
Files
I love that I can upload files to specific grants, however, it would be more helpful if I could preview or read the files without downloading them again. I wish I could just open them from the platform. I don't usually need to download them: I already have the files. It is just easier to access them from GrantHub Pro.
2 votes -
Opportunity Custom Field
When creating an opportunity custom field, it would be helpful if you could change the format within the field. For example, if you want the field to contain numbers or a dollar amount, you could change the character formatting as you can in Excel. There are other numbers that I like to track, but it would be easier if I didn't have to remember to put decimal points and dollar signs in every time.
3 votes -
Allow to add files linked to Google Drive and MS One Drive
It would be very useful if we could add files linked to either Google Drive or Microsoft OneDrive. Since we currently store our files in Google Drive (will transition to Microsoft soon), we have to download them from there and then add them to GrantHub Pro. That duplicates work and makes it more difficult for us. Thank you!
11 votesHi Everyone,
Thanks for your comments and votes on this idea. We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.
We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.
We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it…
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Standardize and alphabetize the list of "assignees" in the tasks
Standardize the list of assignees and alphabetize the list of "assignees" in the tasks section.
Currently, the list of assignees is a mixture of full names and usernames, and they are not in alphabetical order. An alphabetized list of names would be much more helpful and less time consuming.
3 votes -
Multiple notifications per task
Allow for tasks to be configured per-task rather than system wide. For example, I might have a grant that I know is due in a year and takes a significant amount of preparation so I might want a 3 month ahead notification of the task deadline. Whereas I might have another grant which is simple and I would only want to remember to start working on it a few weeks ahead of it. Some opportunities might require 3 reminders while others might need just one.
12 votesHi Everyone,
Great idea!
We have added this request to our Q3 and Q4 roadmap, depending on how full Q3 gets.
Based on the notes in this idea and follow-up conversations, we plan to keep the system-wide notification settings for bulk configuration, while allowing customization for each individual task's notifications. Please let me know in the comments if this solution addresses the problem identified.
Thanks again for the feedback, everyone!
Thanks, Grant
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Mark a task complete with 1 click instead of 5
I would love to be able to check a box next to a task to change its status to "Complete." It currently requires 5 clicks to make a task complete: Click on specific task, Click on Edit, Click on Progress, Click on Complete, Click on Save. It could take more time to change the status of the task than to do the task itself.
9 votes -
We honestly need for all of the records (fields) to have hyper link capability
We honestly need for each record/field/page to allow for hyperlinks to be accessible the same way that the website and email field is. When you don't allow the hyperlinks to work and we put hyperlinks on any page, it makes it so we have to cut and paste the hyperlink at the top at the URL and this is not a modern way of storing information.
9 votesHi Everyone,
Thanks for your comments and votes on this idea.
We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.
We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.
We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it…
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Make Accounts columns configurable, sortable and searchable like Grants
I love being able to configure, filter, sort, and search by all the columns within the Grants section. My organization has A LOT of different account codes. It would be amazing to have the same functionality within the Accounts area.
1 vote -
Main Opportunity Screen
It would be helpful to be able to customize this page, particularly the top section, to show the info I need to know. As it works currently, the information I have entered into the specific opportunity is not all visible on this page.
Thank you!
1 vote -
Profile Categories
It would be helpful to be able to either add a custom category of profiles or to be able to customize the existing categories to meet our needs. There are individuals that I want to keep track of in the database, but they don't fit any of the existing titles.
Thanks!
1 vote -
Automatically add grant opportuntity deadlines/due dates as tasks!
When you add a new grant opportunity and fill in the "due date" field, it should automatically populate as a task, rather than the current system which requires a separate, multi-step task creation process. Its double entering the same information in multiple steps, which is a hassle and creates room for errors.
1 vote -
Customize Grant Opportunity User Permissions
Curious if it has been discussed whether or not it is feasible to add a layer of permissions to "Grant Opportunities" to select which opportunities a User may be able to view or access. It would be nice from an internal controls perspective to be able to limit access due to sensitive info i.e. salary amounts.
1 vote -
Site user access management
I would like to see the invitations I have sent to people to join the site. Currently, I cannot see who has been invited to join the site.
Also, I would like to be able to set access rights to the users I invite. Thank you.
8 votesHi Everyone,
Great idea and thanks for your comments and votes!
We have added this to our plan for the current quarter. In addition to showing who the invite is sent to, we'll be adding the ability to select the permissions you want the invited user to have before you send the email. Additionally, we will include first and last names of users, displaying them throughout the software and in reports, instead of the username.
I hope these added features will help in other ways as well.
Thanks again for the feedback, everyone!
Thanks, Grant
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Define relationships between individual profiles and organization profiles
The only current way to link individuals and organizations is by designating a Primary Contact. Clients need to know HOW an individual is connected to an organization, or else using the Relationships tab on a profile is not very helpful. For example, employee/employer, board member/organization, student/school, etc.
7 votes -
Quick Add Individual Profiles from Grant or Organization
It would save time to be able to "quick add" individual profiles from the relationships portion of an organization or from the grant opportunity profiles section.
1 vote -
files
In the Opportunities tracking, can we please have the ability to attach emails as a file? Right now, you support "Files uploaded to an opportunity can include: Images, PDFs, text files, and Word documents. Audio and video files cannot be uploaded. Files must be less than 25mb in order to be uploaded." It would be helpful for me to be able to upload an email as a saved file without turning it into a PDF first.
1 vote
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