How to Set Up Grant Notifications

Never miss a grant deadline with automated notifications.

Accessing Grant Notifications

1. Open the grant record
2. Click Notifications in the workspace navigation

Creating a Notification

1. Click Add New
2. Set up the notification:
   • Notification Date: When to send
   • Recipients: Who should receive it
   • Subject: Email subject line
   • Message: What to include
3. Save

Common Grant Notifications

• Application deadline approaching
• Report due date reminder
• Renewal date approaching
• Expected notification date
• Funding period ending

Notification Tips

• Set reminders 2-4 weeks before deadlines
• Include multiple recipients for backup
• Add specific action items in the message
• Set multiple reminders for critical deadlines

Grant Calendar View

For a visual overview of all grant dates, use the Grant Calendar view.