Rename, Reorder, and Regroup Tasks

Users who have licensed the Enterprise Edition can perform the following tasks.

• Customize Names and Descriptions—Within your plan, you can customize the name and description of each ClearTrial-defined Major Task. To apply these customizations to future plans, create a template with these settings and any plans created from the template will inherit the configurations/settings made.

• Resort Major Tasks—The ClearTrial-defined Major Tasks appear in the order in which they are typically performed in a trial. You can control the order in which these Major Tasks are displayed on the Labor tab using drag and drop:

  1. On the Labor tab, highlight the Major Task you want to move by clicking and holding the mouse button.

  2. Drag the Major Task to where you want it to appear in the Major Task list and release the mouse button., then click Save.

  You can also resort Major Tasks from within the Task Manager by configuring the new assumption on the Major Task Details tab:

  1. Select the Major Task and click Edit Major Task.

  2. From the Display this Major Task drop-down list, select before or after.

  3. From the drop-down list to the right, select the Major Task before or after to display the Major Task.

• Change the Task Sorting Order—Within a ClearTrial-defined Major Task:

  1. On the Labor tab, select a Major Task and click Edit Major Task.

  2. Highlight the task you want to move by clicking and holding the mouse button.

  3. Drag the task to where you want it to appear in the Task list and release the mouse button then click Save.

• Order of Major Tasks and Tasks Inherited in Reports—The task ordering or major task ordering will now be inherited in ClearTrial-defined reports. When you resort the tasks, the same order is used in the ClearTrial-defined reports.

• Move ClearTrial-defined Tasks to Another Assignment Group—You can move ClearTrial-defined tasks to another assignment group to align the groups with your organization's notion of services or responsibilities.

  1. On the Labor tab, select a Major Task and click Edit Major Task.

  2. Select a task and click Edit Task.

  3. To change the Assignment Group, select a different assignment group from the drop-down list. Assignment groups are represented by radio buttons in the Responsibilities section of various tabs and as drop-down lists on the Assignment tab.

  4. Click Save.

• Change the Summary Category for ClearTrial-defined Tasks—You can change the Summary Category, from Task Details tab within Task Manager, to move ClearTrial-defined tasks from one summary group to another so that user can align the categories with your organization's notion of how work should be summarized.

  1. On the Labor tab, select a Major Task and click Edit Major Task.

  2. Select a task and click Edit Task.

  3. To change the Summary Category, select a different category from the drop-down list. Summary categories determine how the hours and fees are summarized (rolled up) and displayed on the Summary tab and Summary report.

  4. Reorder the tasks by specifying whether this task should appear before or after the other task you select from the drop-down list. From the Display this Major Task drop-down list, select before or after. From the drop-down list to the right, select the Major Task before or after to display the Major Task.

  5. Click Save.