Working the board

The tracker shows every application you are working on, grouped into five columns: Interested, Writing, Submitted, Awarded, Rejected. The columns come from the stage list itself, so a stage that exists has a column and a stage that does not cannot appear.

Moving an application

Drag the card by the grip handle at its top-left and drop it in another column. The card moves as you drop it and the change is saved.

Every card also carries a Move to menu listing the four other stages. It performs exactly the same write. Use it on a phone, where dragging is not available, or from the keyboard, where it is the faster path anyway. There is no third way to record a stage from the board and no confirmation step: the whole point is that recording a submission is one gesture from the page you are already looking at.

There is no forward-only rule. An application marked Submitted by mistake moves back to Writing the same way it moved forward.

What a move does and does not touch

A move sends a stage. It does not send your note, and the note stored against that application is left alone — you can drag a card across the board all week without losing a word of what you wrote on it. It does not change which client profile the application is filed under either. Both of those are changed deliberately, from the record page and from the profile's match page respectively.

Nothing about the record itself changes. The deadline, the amount and the check date on a card are read from the catalogue every time the page loads rather than copied onto your row when you tracked it, so a deadline corrected this morning is corrected on your board too.

When a move is refused

Some moves are refused, and the board says so above the columns and puts the card back where it was. It never leaves a card in a column the server did not accept.

Two refusals are ordinary rather than errors. Tracking applications is part of Pro means the account is on a tier that keeps no applications. You have used the applications your plan includes means the allowance is full — note that this only ever stops a new application being tracked; moving one you already have between stages keeps working at the ceiling, because stranding rows you were allowed to create would be a worse rule.

Two more appear only on a shared client profile. You are not a member of that organisation profile and Your role on that profile is read-only are the seat rules described in Workspaces: a viewer reads a client's pipeline and does not move it.

What each card shows

The title, linking to the record. The deadline and the days left, counted from the same clock for every card on the page. The upper award bound, or "Not stated" where the notice states none — never a zero standing in for a figure nobody published. The funder and its classification, where we have classified it; a funder we have not sorted prints nothing rather than "Other". Then the check date, and a link to the official page.

If you keep several client profiles

The board obeys the switcher at the top of the sidebar. With a client selected it shows that client's applications and says how many belong elsewhere — see Switching between client profiles.