OTF Hypha Field Guide
Getting StartedExploreLeadBuild
  • What is Hypha?
  • 🚀Getting Started
    • Login
    • Your Profile
    • Create a user account
    • User Account Management
    • User Roles
      • Staff
      • Reviewer
      • Partner
      • Staff Admin & Admin
    • Two Factor Authentication (2FA)
      • Disabling 2FA
  • 🗺️Explore
    • Dashboard
    • Submissions
    • Application
  • 🏔️Lead
    • Update Status
      • Screening
      • Internal Review
      • Ready for Discussion
    • Filter
    • ✍️Communication
    • Assign or Change Leads
  • 📊Insights
  • 🧭Navigate
    • WagTail Navigation
      • Explorer Menu
        • Apply
          • Add Custom Email Message
        • Settings
          • Users
          • Groups
          • Reviewer Settings
          • Determination messages
          • Application settings
  • 🏗️Build
    • Setting up funds and labs
      • Select a Workflow
        • 💁‍♀️Request
        • 👩‍🦳Request with External Reviewer
        • 👨‍👩‍👧‍👦Request with Community Review
        • 💡Concept and Proposal
        • Copy a fund, lab, round
        • Edit a fund, lab, round
    • Types of Forms
    • Create a new application form
      • Application Form Checklist
    • Create Review Forms
    • Add Advisory Council or External Reviewer(s)
    • Create a new Round
    • Create a new Lab application
    • Publish a Fund & Lab
    • Create a Request For Partners (RFP)
    • 🛑Terms & Conditions
      • Acknowledgements
      • My OTF Login
  • 🍎Tutorials
    • Concept Note Management
      • Step 1 - First Week
      • Step 2 - Second Week
      • Step 3 - Third Week
      • Step 4 - Fourth Week
    • Proposal Management
      • Invite to Proposal
      • Internal Review
      • Ready for Determination
        • Send message to applicant
        • Save Draft Determination
      • Advisory Council Review (External Review)
      • Ready for Final Determination
  • Glossary
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On this page
  • Which topics are covered in this field guide?
  • Where can I report a technical issue or bug related to the WebApp?
  • Could I suggest a new topic or contribute to this guide?
  • What is the name of this platform?
  • What is the logo?

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What is Hypha?

A definitive guide to OTF's application and fund management platform for the ages.

NextGetting Started

Last updated 1 year ago

Was this helpful?

Which topics are covered in this field guide?

Create a user account to start this journey.

Learn how to navigate through the WebApp. This section will give you a bird’s eye view of the platform and help you pinpoint specific areas most related to your work.

This section will cover core actions you will need within the WebApp to 1) filter your search and quickly find a particular Fund or application, 2) draft and submit a review, and 3) send determinations to correspond with applicants.

What is the full life cycle of an application from the initial screening to the final approval stage? This session covers steering applications through each workflow status, reviewing processes, and managing applications within a Fund or Lab.

Gather information for monthly and annual reports. Learn more about a project beyond the application. Find out more about submission information and the underlying data behind each Fund and Lab. How many applications were submitted during a particular time period? Have AC completed their obligated reviews? What is the percentage of completed applications within a Fund?

What is the foundation and inner workings of the WebApp? Find out your role in the WebApp and level of access to build and navigate the platform.

Where can I report a technical issue or bug related to the WebApp?

Please report any technical glitch to #WebApp-Support on Slack or DM the Product Manager directly.

Could I suggest a new topic or contribute to this guide?

We welcome any suggestions for new topics or edits to this guide.

What is the name of this platform?

This platform is named . OTF also refers to it as the 'WebApp,' a portmanteau for Web Application.

What is the logo?

The logo is a WebApp Wizard.

Hypha