Users with administrative permissions can customize the list of Key Moment types within their site.
Custom Key Moment types can be created for the Grantee 360 and the Portfolio Overview separately.
Setting Key Moment Types for Grantee 360s
Click the gear in the top quick navigation menu bar to access Settings.
Then click “Organizations” under “Organizations and People.”
Click the down arrow next to “Key Moment Types” to see the current list of Key Moment types already in the system.
Add custom Key Moment types by clicking the green “Add Key Moment Type” button, typing the new Key Moment type name in the pop-up modal, and clicking Save.
Click the yellow pencil button next to an existing Key Moment type to manage/edit that type.
Setting Key Moment Types for Portfolio Overviews
Follow the same steps outlined in the instructions for setting Key Moment types for Grantee 360s, with one exception.
Instead of navigating to “Organizations” in Settings Management, click “Portfolios” under “Grantmaking.”
