Desk template · Grant writers, not-for-profit staff and researchers applying for funding.

Grant application desk: every criterion, word limit and attachment tracked

each selection criterion is a row with its word limit and words drafted, so you can see which answers are over, under or missing; the budget, the guidelines PDF and the partner-letter tasks sit beside the draft. Distinct from the post-award grant report (persona room 01).

Suggested widgets: doc · table · field · sheet · file · task list · calendar

What goes on the desk

Document ‘Application draft’ (widget document)
Table ‘Criteria’ (Criterion, Word limit, Words drafted as numbers, Status (single select), Evidence) (widget table)
Field widgets for the submission date and the total word limit (widget field)
Spreadsheet ‘Budget’ (widget spreadsheet)
File or link for the guidelines PDF (widget file or link)
Tasks ‘Partner letters and attachments’ (widget tasks planning)
Calendar for the deadline (in beta) (widget calendar).

Set it up

copy the criteria from the guidelines into the table; set the desk’s due date.

Create a desk named for the real outcome, client or deadline.
Add the suggested widgets and rename each one for the job it performs.
Bring in the existing files or tables before inventing another copy of the information.
Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.

Open this desk in the interactive demo

Use it day to day

one criterion per session; update words drafted.

A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.

A worked starting point

Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.

Where Plexii helps

the Document’s Rewrite selection shortens an over-limit answer and changes nothing until you replace (widget document); Plexii answers questions about what is on the desk with sources (ai assistant).