Table of Contents
Assigning and Completing Tasks
If you designate a note as a task, you can assign it to a team member and include a due date. This feature works for notes across all modules in Quadra.
These instructions refer specifically to assigning tasks in the Grants module.
Assign a Task
- From the main Grants page, select a grant and click Edit under the action menu.
- Under the Notes tab, click Add Note. The name of the note will change depending on the phase.
- After filling out the general information, go to the Task tab.
- Select Yes for Assign Task and fill out the remaining fields.
Read more about assigning a task when adding a grant.
Read more about setting notification preferences for grants.
Complete a Task
- From the main Grants page, select a grant and click Edit under the action menu.
- Under the Notes tab, select a note. Under the action menu, click Complete.
An icon will appear next the note if it is completed.
