--- title: Tasks for Grants  description: "Note: “Task” is a general term for all SurePact assignments, which are sent to relevant parties via email, displayed as notifications, and are listed in your Homepage. This article focuses on grant ta" --- [Skip to content](https://support.surepact.com/tasks-for-grants-1#main-content) English Show submenu for translations [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new?hsLang=en) [Customer portal](https://portal.surepact.com/tickets-view?hsLang=en) ![0224\_Surepact\_Logo-Primary-1.png\]](https://support.surepact.com/hs-fs/hubfs/0224_Surepact_Logo-Primary-1.png?height=43&name=0224_Surepact_Logo-Primary-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new) - [Customer portal](https://portal.surepact.com/tickets-view) - Visit our website! Visit our website! Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [SurePact | Knowledge Base](https://support.surepact.com/?hsLang=en) 2. [Common Processes](https://support.surepact.com/common-processes?hsLang=en) # Tasks for Grants *Note: “Task” is a general term for all SurePact assignments, which are sent to relevant parties via email, displayed as [notifications](https://support.surepact.com/surepact-notifications?hsLang=en), and are listed in your* [Homepage](https://support.surepact.com/navigating-the-surepact-dashboard?hsLang=en)*. This article focuses on grant tasks, whereas the generic term “task” can also refer to assignments from other SurePact deliveries.*   Grant tasks are to-do items required to complete the grant application. In the task workflow, the Grant Manager creates the tasks, requests task approval, and assigns tasks to team members.  To get started, click the **Add** icon at the top of the **Grant Tasks** table. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8896497324175-2.png)   In the **Grant Task Details** popup, choose the task type from the drop-down. Include the task’s due date, the team member assigned as the Task Owner, and task description. If the Task Owner is not you, and the task is ready to be assigned to its owner, click **Submit Task to Owner**. If you are the task owner, or want to assign the task later, click **Save Changes**. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8896482303503-2.png) *Note: Task drop-down options are pre-set. If you need different options, please [submit feedback](https://support.surepact.com/support-and-feedback?hsLang=en).*   Once saved, you can continue with the task tabs: **Details**, **Documents**, **Approvals**, and **Governance Log**. The interactions on these tabs are the same as the corresponding tabs for [planned activities](https://support.surepact.com/planned-activities-1?hsLang=en). ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8660695413903-2.png)   As you work through task steps, there are buttons along the bottom. **Next** enables you to move to the next step in the task; there is a **Submit Task to Owner** button if the task is not already assigned; and there is a **Save Changes** button. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8896482300943-2.png)     If you close the task, it appears in the **Grant Tasks** list. Any selected task can be deleted with the **Delete** icon, or opened / edited by double-clicking. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8896482297615-2.png)   All tasks must be approved before moving on. Otherwise, the **All Tasks Complete** button is unavailable. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8896482303887-2.png)   For approvers, task approval is done on a task’s **Details** tab. Select **Approve**, add an optional comment, then click **Submit Approval / Rejection**. Be sure to save changes. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8896482304015-2.png)     Once all grant tasks have been approved, click **All Tasks Complete**.  ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8896497326607-2.png)   Just to be extra sure that you’re ready to keep going, SurePact will warn you that tasks will now be locked. This means no more changes can be made, but you can still access tasks and their details. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8896482299663-2.png)   Click **Yes**, and you can now continue with **Step 2 – Application Approval**.   - [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en) - [Funding Programs (For Grantmakers)](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#main-content) - [Creating & Managing Funding Programs](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#creating-managing-funding-programs) - [Application Round(s) Setup](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-rounds-setup) - [Application Review, Allocations, Funding Agreements](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-review-allocations-funding-agreements) - [Program Delivery and Reporting](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#program-delivery-and-reporting) - [Funding Opportunities (For Applicants & Recipients)](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#main-content) - [Applying for a Funding Opportunity](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#applying-for-a-funding-opportunity) - [Tracking & Managing Applications](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#tracking-managing-applications) - [Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en) - [SurePact Records](https://support.surepact.com/surepact-records?hsLang=en) - [Portfolios](https://support.surepact.com/portfolios?hsLang=en) - [Projects & Contracts](https://support.surepact.com/projects-contracts?hsLang=en#main-content) - [Project Management](https://support.surepact.com/projects-contracts?hsLang=en#project-management) - [Managing Contracts Within Projects](https://support.surepact.com/projects-contracts?hsLang=en#managing-contracts-within-projects) - [Risk, Compliance & Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#main-content) - [Risk & Issue Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#risk-issue-management) - [Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#asset-management) - [Administration & System Setup](https://support.surepact.com/administration-system-setup?hsLang=en#main-content) - [External Assessors](https://support.surepact.com/administration-system-setup?hsLang=en#external-assessors) - [Common Processes](https://support.surepact.com/common-processes?hsLang=en) - [Release Notes & Support](https://support.surepact.com/release-notes-support?hsLang=en#main-content) - [What's New in Version 6?](https://support.surepact.com/release-notes-support?hsLang=en#whats-new-in-version-6) - [What?! 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