1. Help Center
  2. Basics of an R&D Study

The Left Panel

This panel is accessible from any point while working within a study. Use it to view and edit information relevant to all of your studies.

  1. The Dashboard
    1. Here you can view the status of all study's linked to your business at a glance. Click Start/Continue button to enter into an individual study.
  2. Workflow
    1. Here you can view the progress of tasks and projects associated with the study.
  3. Company Info
    1. Here you can view and update company tax information that is static from year to year.
  4. Team Members
    1. Here you can view the names, permissions, and contact information of your study's team members.

KB Left Panel


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