Next actions

A next action is a single sentence saying what has to happen next on a grant, and the date it should happen by. "Confirm the program budget with Maria — 18 September."

Why it is worth keeping current

A grant with no next action is a grant nobody has decided anything about. It is the cheapest early warning Grant Center offers, which is why Grants without a next action is a health indicator on the Overview dashboard and a quick filter in the work queue. A pipeline where every grant has a live next action is a pipeline somebody is actually running.

Next actions are deliberately not tasks. A task is a full record with an assignee, a status and a history. A next action is one line you overwrite each time the answer changes.

Setting a next action

1. Open the grant and find the Next action card.
2. Write what needs to happen, in plain language.
3. Set the date it should happen by.
4. Save.

When the action is done, replace it with the next one. There is no "complete" state — the field always describes what is coming, not what has passed.

Where next actions show up

• On the grant card on the pipeline board.
• As rows in the work queue, with their own item type.
• In the "Grants without a next action" dashboard indicator, when they are missing.

Related

• The grant team
• The work queue