How-To Guides

Sign in to your DonorDesk workspace.

Create your DonorDesk account step by step.

Update your account password.

Configure your workspace from scratch.

Build a new project in your workspace.

Start a report cycle for a ready project.

Structure goals, outcomes, outputs, and activities.

Upload and parse a funder template.

Enter and update indicator results.

Record programme activities as they happen.

Add documents and evidence to your project.

Navigate and get the most from your dashboard.

Find records quickly with search.

Add colleagues to your workspace.

Control access with roles.

View plan, change tier, cancel.

Generate PDF, DOCX, XLSX, and ZIP exports.

Use AI to draft donor report sections.

Give the AI the context the numbers cannot.

Outline, inspector, statements and the primary button.

Move reports through the approval workflow.

Track every change made to your data.

Leave comments on report sections.

Stay informed with in-app notifications.

Resolve checklist items before export.

Apply changes to multiple records at once.

Link Google Drive as primary storage.

Import indicator data from Sheets.

Update your organisation's details.

Archive completed or paused projects.

Bring a new team member up to speed.

Get ready for a donor monitoring visit.

Guided tour and demo project for learning.