How It Works
The Tasks/Checklists feature allows Admins to develop up to ten (10) different tabs each containing a different task list or checklist within their account. The Tasks Checklist feature is an admin Tool only and is not visible to Reviewers or Applicants.
Also, the Tasks feature is not interactive. It does not set reminders for due dates, does not send tasks to Applicants. It is more of a read-only function to track task and other checklist items, monitoring lists, etc.
How to Set Up
Step 1 – ZG Support
- In the RFP/Program Account in Support, ZG Team will turn the feature on.
- ZG will set up the titles of each checklist/tab to be created (up to 10)
Step 2 – Admin
- Admins can go into any application within that RFP/program and create a standard checklist to be used as a template across all applications. (It doesn’t matter which application is chosen to create this initial template).
- Items cannot be reordered
- Additional checklist items can be added to after copying the checklist template into each individual application.
- ZG Support will need to be provided with the Application number (found if you scroll to the bottom of the Summary tab of the application) in order to proceed with Step 3.
Step 3 – ZG Support
- Admin contacts ZG Support (adminquestions@zoomgrants.com) and supplies them with the application number and request to set up the Tasks template within the specified RFP/Program and associated checklist tabs.
- Using that initial template created by the admin, a “Copy Template” button will be displayed on each checklist tab
Step 4 – Admin
The admin can then copy the checklist template into any one or all applications within that program using the “Copy Checklist Template” button on each checklist.