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The Work Queue

The Work Queue is everything outstanding across every grant, in one prioritized list. It is where you start the day.

The Work Queue is everything outstanding across every grant, in one prioritized list. It is where you start the day.

Find it at Grant Center → Work Queue. It is part of Grant Pro.

What appears in it

The queue pulls from several places and keeps them distinguishable, because a task and a renewal are not the same kind of thing:

Click Open on a row to act on it. The grant opens in a new tab, on the item itself: a schedule item is highlighted on the grant's Schedule & Work tab, so you do not have to hunt for it, and the queue stays where you left it.

Click any column heading (Item, Grant, Owner, Due, Status or Amount) to sort the whole queue by it, across every page.

Quick filters

Above the queue are presets for the questions people ask most:

  • Overdue: anything past its date and not settled.
  • Due this week
  • Unassigned: work with nobody's name on it.
  • Renewals: awards coming up for renewal.
  • No next action: grants nobody has decided the next step for.

Each preset is the same underlying query as the detailed filters, so a quick filter and a hand-built equivalent always return the same rows. Beneath them you can filter by grant, program, owner, item type, grant status and due-date range.

My Work and All Permitted Work

Choose My Work to narrow the queue to items assigned to you, or All Permitted Work to see everything you are allowed to see. Your identity is resolved on the server, so My Work can never be used to read someone else's queue.

The operational overview

The Overview dashboard carries a compact version of the same information, so leadership does not have to open the queue:

  • My Open Work: your tasks, requirements and deadlines due in the next 14 days. Click one to open its grant in a new tab, on that item.
  • Overdue obligations, with amounts where money is involved.
  • Grants without a next action, and grants without an owner.
  • Renewals approaching, in 30/60/90-day buckets.
  • Team Workload: open and overdue items by owner, limited to the users you are allowed to see. Click an owner's name to open the Work Queue filtered to their work. The filter shows as a chip you can remove to see every owner again.
  • Stage aging: the median time grants spend in each active stage.

Every number clicks through into the filtered queue behind it.

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