Assign team tasks and discuss records
With CRO collaboration switched on, create tasks in CTMS > Tasks (or from a participant's Team tasks card), and click the speech bubble next to a visit, form or field to start a discussion and @mention a teammate.
Where to find it
CTMS > Tasks, or the bell at the top of the screen
Before you start
- The CRO collaboration module is switched on (switch modules on or off).
Create a task
Open CTMS > Tasks and click New task, or open a participant and click New on the Team tasks card.
Fill Title and Description.
Pick an Assignee, or Unassigned (team queue), and set the Organisation and Priority.
Set a Due date if needed and link the task to a participant, visit or form under Linked record.
Click Create task.
The task appears in the assignee's bell. Tasks do not send emails.
Work on a task
- Click a task to open it, then Start, Mark done or Reopen it.
- To cancel, click Cancel task and give the reason. Cancelled tasks stay in the list and the audit trail; nothing is deleted.
- Use the filters (assignee, organisation, status, due date, participant) and the My tasks, Team and All tabs to find work.
Start a discussion and @mention someone
Click the speech bubble next to a visit, form or field, or click Comment on a participant's Discussions card.
Type your comment. Type @ and pick a teammate to mention them.
Click Post.
Mentioned people get a notification in the bell and an email with a sign-in link. The email never contains the comment itself.
Reply with Reply, or click Resolve (with an optional outcome) when the question is settled. Only the author can edit a comment, and every earlier version is kept.
Questions
Why can I not mention a colleague?
You can only mention people who can see that participant, for example staff at the participant's site or study-level roles.
Where do I see tasks and comments that mention me?
Click the bell at the top of the screen: it lists "Mentioned you" and "My tasks". The Discussions tab on the Tasks page lists open discussions that mention you.
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Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.