Adding Task Lists to a Protocol

What Are Task Lists?

A Task List is a convenient way to communicate with different users within OnCore on a certain set of tasks pertaining to a single protocol. When a task list is added to a protocol, it is configured to alert different users through a specific sequence.

Note: Remember to include the Financial Contracts task list and any other pertinent task lists available, as detailed below. Task lists can be added at any time after the protocol has been created.

Adding Task Lists to a Protocol in OnCore

On the Home page > Protocols menu > PC Console
Search for the specific protocol you wish to add a Task List to
Click the Status vertical tab
Click the Task Lists horizontal tab
Click the Copy Templates button in the upper right of the console
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
Click "Save"
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 a Tasks Lists

On the Home page > Protocols menu > PC Console
Search for the specific protocol for which you wish to release a Task List
Click the Status Vertical tab
Click the Task Lists horizontal tab
Click the hyperlinked name of the Task List you wish to Release
In the pop-up window, select the Update Status drop down in the top right corner
Select Move to Complete Status
Select the Update Status drop down again
Select Move to Released Status
Click "Close"
Your recently released Task List will then appear in the Task List block (bottom section of the Task Lists window) for this protocol.

Task Notifications

If you use task lists in OnCore, you can activate email notifications to regularly alert you of any active tasks assigned to you. The email will also flag any new tasks that have become active since the last notification. To set up notifications:

Go to your OnCore homepage and click on your name in the upper right-hand corner and select User Profile from the dropdown.
Once on your User Profile page, select Notifications on the left-hand menu.
Click the Edit button at the top right of your screen and change Active to Yes.
From here you can set up the frequency (daily or weekly) and time you wish to receive task notifications.