Resources

Marco Polo

Marco Polo combines the best of texting, social media and video chats - all in one private, easy to use app. You can talk to colleges face-to-face even if they on your time, even if they aren't iPhone users because Marco Polo works over WiFi anywhere in the world.

Life is busy. Marco Polo works when you have a moment to talk, even if your schedules don’t match. Unlike other video apps, you don’t need to be live.

The free version of Marco Polo includes:

• 100% free with no ads
• Unlimited chats
• Unlimited groups (great for if you need to segment groups according to departments)
• Notification controls
• Ability to upgrade at any point

In addition, Marco Polo Plus has a paid membership plan that unlocks premium features.

Find step-by-step instructions to download Marco Polo from the Google Play App Store by clicking the button below.

Smart Receipts

Smart Receipts turns your phone into a receipt scanner, mileage tracker, and expense report generator. This is a good solution to record your daily expenses. Just snap the receipt and it will be recognized. With fully customizable PDF, CSV, and ZIP reports, you can create professional reports for both your personal finance tracking and your employer’s needs. Smart Receipts allows you to select from over 20 different default data types (including dates, price, tax, receipt categories, comments, payment methods, etc.) to help you generate the perfect report, saving you hours of time doing expenses and getting you back to things you actually care about. Below you will see a step by step screen shot process of how to download the app, add receipts, as well as a guide to what you are seeing. This works for both android and apple.

Asana

You don’t have to shuffle between spreadsheets, email, and other tools to keep your projects on course. Track and manage everything—from day one to the deadline—with Asana.

Managing projects is hard work. Even harder if you don't use software or have work spread across too many tools. It's easy to lose track of all the moving pieces—and tough to stay up to date. That’s when things fall through the cracks. Use one tool to organize projects, make communication easy, and meet deadlines.

OpenProject

OpenProject is project management software that will create and visualize project plans and assign tasks to team members using a centralized dashboard. The key features  include task tracking, gantt charts, project scheduling, meetings management, bug reporting, time tracking, cost reporting, budgeting, and more among others.

This video will help you get started with OpenProject in 5 easy steps:

• Create a project
• Add team members
• Create work packages
• Create a project plan
• Filter, group and create reports

Microsoft 365

Microsoft 365 is a suite of apps that help you stay connected and get things done. We believe the entire suite of programs will be helpful for grant management. Below we have provided more information specifically on Microsoft Teams for communication and meetings and Microsoft Project for project organization.

Microsoft Teams

Microsoft Teams is a free collaboration app that helps your team stay organized and have conversations—all in one place. Microsoft Teams offers a wide range of capabilities for communication, file storage, editing, and real-time collaboration that nonprofit organizations can benefit from.

Here's a quick look at the left hand side of Teams.

• Teams - Find channels to belong to or create your own. Inside channels you can hold on-the-spot meetings, have conversations, and share files.
• Meetings - See everything you’ve got lined up for the day or week. Or, schedule a meeting. This calendar syncs with your Outlook calendar.
• Calls - In some cases, if your organization has it set up, you can call anyone from Teams, even if they’re not using Teams.
• Activity - Catch up on all your unread messages, @mentions, replies, and more.

Microsoft Project

Microsoft Project is project management software designed to assist project managers with developing a schedule, assigning resources to tasks, tracking progress, managing the budget, and analyzing workloads. Microsoft Project costs and has multiple packages to meet your organization's needs starting at $10.00 user/month.