Grants module

Use Grants to follow funding from an opportunity through an award and its ongoing obligations.

Fields include grant type, funder, pipeline stage, awarded amount, spent so far, currency and reference number. Pipeline stages are Identified, Applied, Awarded, Active and Closed.

The grant pipeline is separate from Board review progress. “Awarded” describes the grant's funding stage; “Reviewing” describes the team's current review work.

Supported grant date types include application deadline, start, end, milestone, report and spend by. Before an award, the application deadline is usually the most important date. After an award, reporting and spending obligations matter too.

Good practice: Give reports and milestones clear labels such as “Q1 narrative report.” Enter spent-to-date values consistently. Lapsewise tracks these values; it does not automatically reconcile the organisation's accounting transactions.

Add and maintain a record

Choose this module in Add record, enter a clear title and the relevant date, then expand optional details as needed. Open the saved record to attach the source document, check the responsible person and select reminder recipients.

Use Runway for approaching deadlines, Board for review progress and Table for comparing records. Complete individual obligations when fulfilled. For an actual renewal of an eligible expiry, renewal or end date, use Mark as renewed to retain its previous cycle.

Consistent names help

Reuse the existing organisation or person when several records concern the same party. Use Department and Tags for internal grouping. Naming someone as the holder or vendor does not send them a reminder: add and assign an external contact if they should receive emails without workspace access.

Document checks can compare expected requirements with records in this module. The result is based on the records, dates and files you enter, rather than independent verification of the document's contents.