What are tasks and how do I work with them?

About tasks

A task is a request that you attach to a study object (a study, study element, study event, form, or item). A task is similar to a collaboration note except that you assign a task to an individual or to a whole study team. In a task, you can include detailed information and specify a due date and priority. You can format the text of a task and attach a file to it.

Example of using tasks

For example, a study workflow designer builds the framework for a study and includes information about the rules that will be required. A study architect can create rules to use as placeholders, without defining their expressions, and then create tasks for rule creation and assign them to the rule development team.

Level at which to create tasks

You can create a task on the study object, such as the form to be designed, or the parent study object, if the study object has not been created.

If the study object does not exist, consider creating a placeholder study object and then creating the task on the study object. For example, when the task assignee double-clicks the task in the Home Page, the Project Explorer opens, and the user is brought directly to the study object.

In general, create one task for each activity to be completed so that completed and remaining work can be assessed accurately.

Copying study objects with tasks

Tasks are not copied when a study object is copied from a library or published in a library.

Task types

When you create a task, you must choose a type on which to base it.