Tagging: The magic of grants management

by | Oct 14, 2020

If I were to pick one cornerstone feature in Good Grants, something paramount to the success of every program, it would be tags. Tags are simple strings of text that can be added to applications to perform magic. Well, almost magic.

Tagging in Good Grants

What is tagging in Good Grants? 

Tagging is an extremely useful (and popular!) grants management software feature that allows you to add reference information to specific applications in Good Grants. You can create and apply tags to applications as you see fit – you have complete control. They are searchable, too!

Tags are powerful and versatile with a long list of uses. You can use tags in Good Grants to:

  • Feed successful applications through to different stages of reviewing 
  • Keep track of which month or year an application was submitted 
  • Group applications together and selectively send notifications or broadcasts to those applicants
  • Assign applications to colleagues for follow-up
  • Keep track of primary and secondary applications when managing possible duplicate applications 
  • Assign a status to applications as a way to track progress

Tags for a second review

Your program may have several stages of the application process and you’ll want to feed applications through to subsequent stages for review. To do this, you can tag applications at each stage. For example, applications tagged with “Stage 2” can be selectively filtered through to Stage 2 review and then onto Stage 3. 

You can trigger each review stage with the relevant tag, using any, all or no tags as appropriate.

This will ensure only your desired applications will appear to reviewers. 

Tags

Automated tagging

Tags can also be added automatically. If, for example, you want to keep track of the month or year applications are received you can have tags added automatically when an application is submitted. 

 For instance, to keep track of all applications you receive in 2020, you can set up an automation which adds a tag called “2020” to every application the instant they are submitted. This tag will subsequently group applications together so you can see them all in one view.

You can also use tags to selectively send communications in the form of broadcasts and/or notifications to only those applicants who have the tag applied to their application.

Automated tagging

Tags for tracking progress

If you’re using workflows in your grants management process and have several stages for applicants to submit additional information or for post-grant reporting, you can track their progress using tags. 

For each stage an applicant completes, you can automatically add a tag to indicate completion of that stage. Once these tags have been added, you’ll be able to filter and search by these tags and then use them as triggers or identifiers to perform another action. 

For instance, you may want to remind your grantees they have an upcoming progress report due. By using tags you can easily identify who has an outstanding report and instantly send them a message to prod them in the right direction. 

Tagging a review stage

Effective application tagging for time-saving success

While on the surface tags can seem like simple labels for easy identification of applications, they are indeed a supremely powerful tool that can save you enormous amounts of time in your grants or scholarship management process by cutting down on repetitive tasks and streamlining your program lifecycle.

From application management to automated workflows, review assignments and more, tagging is a powerful, popular and easily implemented feature to add to your grants management processes, right now.

Tags in Good Grants: How-tos and resources

Get detailed how-tos with articles and videos from the Good Grants Help Centre, including:

 

See how tagging works by taking a test-drive of the Good Grants platform. Try a 14-day free trial today!