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

The Workflow Page

Use this page to view task, the status of projects and to control the notifications for your team.

Tasks

From this tab you can view all tasks related to your business, regardless of assigned user or study year. Use the sort in the upper left to sort by status. You can also filter tasks by name and assigned user using the search bar.

Coordinators can manually sender reminder emails about pending tasks to assigned team members by clicking the Send Task Reminder Email button.

For information on how to use tasks for your team, visit Managing Tasks.

KB Workflow Tasks

Projects

This tab displays all projects associated with a given study year and its current progress. Use the directional arrows at the top of the table to change the study year.

KB Workflow Projects

Notifications

If you are a study's coordinator, use this tab to toggle automated task reminder emails for your team. When turned on, members of your team will receive regular emails informing them of pending tasks assigned to themselves.

Note: These emails will be sent to the members email assigned to them on the Team Members page.

Workflow Notifications