This article covers the Task Board: its tabs, task types, and filters. For creating a task, see Creating a Manual Task.
What Is the Task Board?
The Task Board is your central workspace for tracking and completing work inside AwardSpring. It brings together two types of tasks in one place:
System-generated tasks: created automatically by AwardSpring as part of scholarship workflows (post-award follow-ups and renewable disbursements)
Manual tasks: to-dos you create yourself for any work that isn't automatically generated (donor outreach, scholarship prep, internal coordination, and more)
Before the Task Board existed, scholarship follow-ups and renewables were tracked in a separate follow-up queue, and admin-managed work lived in spreadsheets or outside tools. The Task Board brings it all together and supports team ownership, so you can assign work to specific admins, departments, or the whole team.
To access the Task Board, select Tasks from the main navigation in AwardSpring.
The Tabs
The Task Board is organized into tabs that help you focus on the right work at the right time.
My Tasks (default)
My Tasks is the default view when you open the Task Board. It shows every task you personally own, whether assigned directly to you or to a Department you belong to.
Start here each day to see what's in your court. See My Tasks: Your Personal Queue for a full walkthrough.
All Tasks
All Tasks shows every task in the Task Board regardless of owner, type, or status. Use this tab for a full-picture view or when you need to find a specific task that isn't surfacing in other tabs.
Scholarship Tasks
Scholarship Tasks surfaces all tasks tied to scholarship workflows, including:
Post-award follow-up items: required documents, thank-you letters, acceptance forms, and other items awardees need to submit after being selected
Renewable disbursements: renewal requirements for multi-term scholarships, tracked per disbursement
This tab defaults to showing In Progress and Pending tasks (In Progress first), so you land on actionable work rather than a completed archive. You can override this filter, and your override persists for the session.
Overdue
The Overdue tab surfaces any task with a past due date that hasn't been completed. Use it as a daily sanity check alongside My Tasks.
Note: Only tasks with a due date appear in Overdue. Tasks without a due date don't surface here, even if they've been open for a long time.
Task Types: Manual vs. System-Generated
System-Generated Tasks
System-generated tasks are created automatically when certain scholarship events happen. You don't create these; AwardSpring creates them for you.
The most common types:
Post-Award Follow-Ups
When a scholarship's award status is published, AwardSpring automatically creates follow-up items for each awardee based on what's configured in the scholarship's After Awarding section. Common examples include thank-you letters, acceptance forms, photos, and event RSVPs.
Follow-up items have three possible actions when you review them:
Disburse—You're satisfied with the submitted work; no further action needed
Cancel—You're revoking the award; the student's status updates to Denied
Request Revision—The student needs to resubmit; they'll receive an email and can resubmit through their dashboard
Renewable Disbursements
For scholarships with multi-term renewable awards, each disbursement has its own status. Admins review and act on each disbursement individually rather than managing the entire scholarship as a single status.
The Scholarship Tasks tab also displays a Completion Date for items in In Progress status, so you can see when a student submitted their work.
Manual Tasks
Manual tasks are to-dos you create yourself. Use them for scholarship work that isn't automatically generated, donor management follow-ups, internal coordination, or any other action item you want to track inside AwardSpring.
Common uses:
Reviewing eligibility edge cases before awarding
Scheduling a call with a donor
Prepping materials before a scholarship cycle opens
Tracking internal approvals or reviews
See Creating a Manual Task for a step-by-step guide.
Filtering
Click Filters above the table to narrow what you're seeing on any tab.
Available filters include:
Filter | Description |
Owner | Filter by a specific admin (or All Owners to clear the filter) |
Visibility | Filter by visibility scope |
Priority | Low, Medium, or High |
Type | Post-Award, Renewable, Phone Call, Email, To-Do, Meeting, Review, Document |
Status | New, In Progress, Pending, Complete |
Award Cycle | Narrow to a specific cycle (specific to scholarship system-generated tasks) |
Award | Narrow to a specific award |
Owner and Visibility filters support multi-select with search. Filter state on the Scholarship Tasks tab persists for your session; returning to the tab within the same session preserves your last filter choice.
Click Columns to choose which columns the table shows. The Award column shows the award result for each task, such as Awarded.
Frequently Asked Questions
What's the difference between My Tasks and Scholarship Tasks?
My Tasks shows everything you own, regardless of task type. Scholarship Tasks shows all scholarship-related tasks, regardless of who owns them. A scholarship task you own will appear in both tabs.
Do I have to create tasks manually for post-award follow-ups?
No. AwardSpring automatically creates post-award follow-up items when a scholarship's award status is published. You only need to create manual tasks for work that isn't part of an automated scholarship workflow.
What happens if a task has no due date?
The task won't appear in the Overdue tab. To track overdue tasks, add a due date when you create or edit the task.
Can I assign a task to my whole team?
Yes. Set Owner to All Admins or to a Department to share ownership across a group. The task appears in every team member's My Tasks tab at the same time.