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Episode 7 / 12

Tasks and teams: one list for you, one board for your team

One list of everything assigned to you, a Kanban board for every team, and tasks that workflows raise on their own.

About this episode

Your day

  • Trial work is hundreds of small tasks. The hard part is knowing which ones are yours, and which are late.
  • In MAESTRO, My Tasks is one list of everything assigned to you, across every organization you belong to.

Boards

  • Each team has a Kanban board with four lanes: new, in progress, pending and completed.
  • Drag a card to the next lane, and its status is saved.
  • A red marker shows how long a card has been overdue, and the list view can filter to overdue only.

A task

  • A task belongs to a team, and can link to a trial, a site, and a document.
  • Assign it to one person or several. Each colleague you add gets a notification.
  • Add a checklist, and progress follows it. Tick a step, and the bar moves, with your name beside it.
  • Comments keep the discussion on the task, with images. Files are uploaded to the task itself.

Workflows

  • Tasks also arrive on their own. When a deviation moves through its workflow, a task can be raised for a team.
  • It carries the workflow and the record it came from, and a due date already set.

Teams

  • Create a team and pick its members. To add someone new, invite them to the organization by email.
  • All Tasks shows every team as a card, with a bar of its tasks by status.
  • Work for several organizations? Switch between them, and the bell follows the one you are in.
  • And changes to tasks, comments and checklists are written to the audit trail.

Tasks in MAESTRO: one list for you, and one board for your team.

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