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Checklist - Outcomes

What to check before partners file their first quarterly return.

Last updated

Ready for your quarterly reporting to go live?

Ensure you've double checked the following:

  1. Create each Epic of your strategy: New Epic under Settings > Epic set-up, worded exactly as the strategy words it.
  2. Open each Epic and choose its Epic Captain.
  3. Place each funded application under its sub-initiative: Place a funded application on the Projects tab of Settings > Partners and projects.
  4. Record each partner's short name and contact: Write profile on the Partners tab.
  5. Under Settings > Reporting cycles, check each quarter's dates, then select Open the next quarter when it is time.

This appears only when it is turned on for your organisation.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.