Applications list

Applications > All applications lists every application across your grant rounds that you are allowed to see. A grant's own Applications tab lists only that round's. Application and Grant are your organisation's own terms if you've renamed them.

Table or board

All Applications opens as a table. Use View at the top of the page to switch to Board, and back to Table. Backed remembers the view you chose, for you, in this browser.

The board shows each grant round on the left with the number of its applications. Choose a round to see only its applications, or All Grants to see them all. The applications are grouped into a column for each status. Select an application's title to open it, or select Details to see its score progress and uploaded documents beside the board. Score progress appears only if you can open assessments. The board shows up to the first 200 applications. To search, filter or act on several applications at once, switch back to the table.

The board uses the columns you've chosen for the table. If you've hidden the Status column, the applications appear under Status not shown, and if you've hidden the Application column, they appear as Untitled. A link to a filtered list, for example from a dashboard widget, and a guided tour always open the table.

Find an application

Select Search and search by title, number or applicant.
Select Filters to narrow the list, for example by status, grant, program, stage or eligibility. Clear filters removes them all.
To find the applications the register check flagged, choose Eligibility check failed under Status. The Register check column shows the reason for each one.
The Duplicate column, which you can add under Columns, shows Possible duplicate or Archived as duplicate. Archived duplicates are hidden unless you choose them under Archived duplicates. See Duplicate applications.
When your organisation uses Payments, the Payment Status column shows whether each application is Unpaid, Partially paid or Paid, from the milestone and application payments marked paid against its approved amount. To list only one of them, choose it under Payment Status in Filters.
Select a column heading to sort by it.

The footer shows how many applications match, and the totals row adds up Total requested and Total approved for them. Each amount shows its round's currency code, such as NZD 1,250.00. When the applications are in more than one currency, the totals have one line per currency and are never added together. See Currencies.

The columns shown are your organisation's defaults from Settings > Saved views, and you can change them for yourself. See View settings.

Filter by category, assessor, status or date

On All applications, Filters also narrows the list by Funding Category, Assessor, Status and Submission date, and each works together with your search. Tick one or more categories, or No funding category for rounds without one. The categories appear only if you can also open Grants. Choose an assessor to list only the applications assigned to them, at any stage of the assessment. Choose a status under Status. Under Submission date, enter the first day, the last day or both: both days are included, in your organisation's time zone. The filter button shows how many filters are on. Clear filters removes them, keeps your search and shows the full list again. Funding Category and Assessor are your organisation's own terms if you've renamed them.

On a grant's Applications tab, Filters also has Assessor and Submission date, which work as they do on All applications. The tab has no Funding Category filter, because a grant has one category. The assessor list names every assessor in your organisation, so choosing one who has no assessment in this grant lists nothing.

Filter by tags

On All applications and a grant's Applications tab, Filters has Include tags and Exclude tags. Each lists your organisation's tags in their colours. Tick the tags, then choose under Match:

Any: Include tags lists applications with at least one of the ticked tags, and Exclude tags leaves out every application with any of them.
All: Include tags lists only applications with every ticked tag, and Exclude tags leaves out only those with every one.

Use both together, for example to list applications tagged priority that are not tagged shortlisted. Each counts as one filter on the filter button, however many tags you tick, and Clear filters removes both. Your tags and their colours are kept under Settings > Tags: see Application tags and auto-tag rules.

Withdrawn automatically lists only the applications Backed withdrew because they sat unchanged for too long. Untick it to see every application again.

A grant's counts

At the top of a grant's Applications tab, three counts show how the round is going. Each counts only the applications you are allowed to see, and leaves out withdrawn and test applications.

Started counts every application in the round.
Submitted counts the ones with a submission date, the same date All applications shows as Submission Date and the Submission date filter reads. An application that is still with its verifier counts as started, not submitted, until it reaches you.
Complete is the submitted applications as a percentage of the started ones, rounded to the nearest whole number. It shows 0% Complete while nothing has started.

While the round is open, the line under the counts says when it closes, for example Deadline closes today or Deadline closes in 3 days, in your organisation's time zone. The counts are read again each time the list reloads, and when you come back to the page from another tab or window.

Act on an application

Open the row's actions menu. You see only the actions you are allowed to take on that application in its current state:

View opens the application. See An application.
View Conversation opens the conversation with the applicant, when your organisation uses Conversations.
Export Application exports it as a PDF, with or without its uploaded files. See Exporting applications.
Manage Collaborators lists the people and organisations collaborating on the application. Search for an applicant by name or email address to add them, or untick one to remove them, then select Update. Nothing changes until you do. The item appears only if you can manage collaborators on that application, and either its grant allows adding them or it already has some. When adding is turned off for the grant, the popup says so and you can only remove them.
Withdraw Application moves it to Withdrawn. It can no longer be changed, and its history stays readable.
Delete Application deletes it. This cannot be undone.

If the application changed after the list was read, Backed checks again what you can do with it and says so.

Set eligibility for several applications

Tick applications in a round's list and select Set eligibility to set the same verdict on all of them. See Eligibility screener.

Email the people behind these records

To email everyone on this list, or the ones you tick, select Broadcast. See Broadcasts.

Suggest fund allocations for a grant

While Funds is turned on and you can change funds, a grant's Applications tab has Suggest Allocations at the top. It proposes allocations from the funds linked to the grant, highest-scored application first, and saves nothing until you select Accept Selected, which saves at most 2,000 rows at once; any left over stay in the dialog to accept next. If the allocations have changed since the suggestions were made, or the year has turned, nothing is saved and the dialog offers Suggest Allocations again, which makes fresh proposals and discards the amounts you changed. See Suggest allocations for a grant.