Task Lists

Adding Task Lists in OnCore

1. On the Home page > Hover over the Protocols menu > select PC Console
2. Search for the specific protocol you wish to add a Task List to
3. Click the Status vertical tab
4. Click the Task Lists horizontal tab
5. Click the "Copy Templates" button in the upper right of the console
   
6. In the pop-up window, check the boxes in the "Copy" column of the Task List templates that you wish to add to the protocol
7. Click "Save"
8. The above selected Task List templates will then appear in the Task List Templates section (top section of Task Lists window) for this protocol

Releasing Tasks Lists

1. On the Home page > Hover over the Protocols menu > select PC Console
2. Search for the specific protocol you wish to release a Task List for
3. Click the Status Vertical tab
4. Click the Task Lists horizontal tab
5. Click on the name of the Task List you wish to Release
6. In the pop-up window, select the Update Status drop down in the top right corner
7. Select 'Move to Complete Status'
8. Select the Update Status drop down again
9. Select 'Move to Released Status'
10. Click Close
11. Your recently released Task List should show up in the "Task List" section (bottom section) in the Task Lists window

View our Refresher Training Video on Task Lists