Step 1: Creating the card, click "Add Task"

Enter the "Proposal Name" using the naming convention "PI Last Name - Sponsor - iRIS#

Set the due date as the date by which the proposal must be submitted to the sponsor.

How to place a due date on the card (cont.)

Assign personnel to the card. *IMPORTANT*  The assigned personnel will receive an email notification of the updates made in the comments section. 

Click "Add Task" to complete Step 1 of creating the card. 

Beginning of Step 2: Please click on the card to see a detailed version. 

Add Label: This is important because the labels signify the proposals: department (ie: SECP or LEAD) and the specific step the proposal is in. (Ie. "13A Meeting" or "Pre-application.") 

Please select the label(s) that apply to the card. 

Please select the "Progress" bar to show what stage this proposal is in: "Not Started", "In Progress", "Completed" 
Click here:

Please select the "Progress" bar to show what stage this proposal is in: "Not Started", "In Progress", "Completed" 

Please select the "Priority" bar to show the level of priority "Low," "Medium," "Important," "Urgent." 
Click here:

Please select the "Priority" bar to show the level of priority "Low," "Medium," "Important," "Urgent." 

Please select the Start Date of the Proposal. ie: "when the grant proposal is initiated in our office."
Click here:

Please select the Start Date of the Proposal. ie: "when the grant proposal is initiated in our office."

Please select the Due Date of the Proposal. ie: "when the grant proposal needs to be submitted to OSPA."
Click here:

Please select the Due Date of the Proposal. ie: "when the grant proposal needs to be submitted to OSPA."

Repeat: Will this grant repeat every year? 
This is typically "Does not repeat"

Repeat: Will this grant repeat every year? 

Add notes: IMPORTANT, Please add the dollar of the amount of the grant first. Any notes necessary can be added after the dollar amount. 
Click here:

Add notes: IMPORTANT, Please add the dollar of the amount of the grant first. Any notes necessary can be added after the dollar amount. 

Adding the checklist: The checklist is all documents that needed to be submitted to OSPA, Award arrival, and Sponsor submission.                        
ie: Type "Budget [[enter]]"
Type "PCF  [[enter]]"
Type "Scope of Work  [[enter]]"

IMPORTANT: Please type items that are necessary for the proposal. 

Once the items are completed, click "Mark Complete" 
Click here:

Once the items are completed, click "Mark Complete" 

Comments Section: This is used to give updates for updates in the proposal. The personnel assigned to the card will get an email anytime a comment has been added.


Click here:

Comments Section: This is used to give updates for updates in the proposal. The personnel assigned to the card will get an email anytime a comment has been added.


Show on Card Box is located below notes. If you click this, it will show each item that is on the checklist for the card. 
Click here:

Show on Card Box is located below notes. If you click this, it will show each item that is on the checklist for the card. 

This is what the card will look like if you DO NOT click "Show on Card"
Click here:

This is what the card will look like if you DO NOT click "Show on Card"

Now your card is setup is all set up! Step is complete. 

Step 3: Once the proposal is submitted. We move the card from PreAward to Submitted. (This can be done by dragging the card from Column to the other) 

Please update the card during the process and update it in the comments section at each major section. 

After OSPA has accepted the submission and the award is received at OSPA. We drag the card to "Award Set Up" 
Here, we are updating the card as it has been submitted to OSPA and received the Award has arrived.

After OSPA has accepted the submission and the award is received at OSPA. We drag the card to "Award Set Up" 

Here, we are updating the card as it has been submitted to OSPA and received the Award has arrived. 

Award is complete: Add a comment stating the award has been setup and it is complete.

Creating Teams Card for Grant Tracking - 8/4/2023