Program milestones to board update
Export the project view for the period the board needs. Grantkeeper groups recorded progress by program and preserves the dates and status labels. A planned milestone stays planned even if its date has passed.
Fictional example.
Start with the source records
Export the project view for the period the board needs. Grantkeeper groups recorded progress by program and preserves the dates and status labels. A planned milestone stays planned even if its date has passed.
Ask leads to confirm the summary and add evidence links for reported results. Keep the board version free of private staff notes. Use the same checked facts in your grant report, while keeping funder-specific questions and board decisions in their own documents.
Check before using the draft
A completed task is not proof of program impact. Program owners check the evidence and wording.
Use Trello, Notion. Read the board records guide.
Sources: Notion documentation, Trello documentation
What you send
Use this project export to draft a board update. Separate completed work from plans and delays.
What Grantkeeper prepares
A one-page draft with dated milestones, reported delays, source tasks and questions for program leads.
What to keep in mind
A completed task is not proof of program impact. Program owners check the evidence and wording.