How to Use the Grants Module

Eleo’s Grants Module helps you track all your grants and related tasks in one place. You can monitor the grants you’ve applied for, track their status, and record awarded grants to stay organized throughout the grant management process.

1. Navigate to the Grants Module by clicking on 'Grants' in the navigation panel to the left and then on 'Add Grant'.

2. Fill out your grant information. Any fields with a red asterisk (*) are required and must be completed. All others are optional. Notice that you can also search your existing contacts to locate the Grantor if they are already in your database. When you are ready, click 'Save' to the right.

3. By saving, the other tabs (Milestones to Reports) are now accessible in this module. Next, click on the Milestones tab and then on 'Add Milestone'.

1. Enter any milestones (short-term indicators of progress) in the grant process by inputting a name for it and any other necessary information. Then, click on ‘Save’.

4. Click on the Awards tab and then on the 'Add Award' button. This is where you have the ability to keep track of any grant money that your nonprofit gets awarded with.

1. Enter the name of the money awarded and any other necessary information. Next, click on ‘Save’.

5. Next, click on the Tasks tab and then on 'Add Task' to create these for yourself or other users on your database during the grant process.

1. Once you've clicked on ‘Add Task’, you will get a window which looks like this:

b. When adding a task in the Grant Module, fill out everything with a red asterisk (*) and anything else you may need. Please be sure to check off the Reminder box if you want to see your tasks pop-up in your Task Manager when signing into Eleo! For additional functionality related to reminders, we suggest integrating with Google Calendar. When you are ready, click on the 'Save' button.

6. Click on the Expenses tab. To keep track of all of your grant related-ones, press the 'Add Expense' button.

1. Fill out anything with a red asterisk (*) and any other important information. You can also search your existing contacts to locate the vendor if they are already in your database. When you are finished, click on ‘Save’.

7. For the Documents tab, please visit our guide on 'How to Upload a Document to the Grants Module' for this step-by-step process.

8. The Reports button allows you to access the reports that are specific to the grant that you are working with.