CREATING AND MANAGING TASKS IN ENROLLNOW

EnrollNow’s Tasks feature helps research teams stay organized by tracking to-do items related to participants, recruitment activities, and general study operations. Tasks support accountability, timely follow-up, and consistent workflows across the study team.

What Is a Task?

A Task is a to-do item that can be created for staff members in EnrollNow. Tasks can be assigned to one or more users, given a due date, and updated as work progresses.

Tasks are commonly used for administrative, recruitment, or participant follow-up activities, such as:

• Preparing forms
• Confirming participant appointments
• Following up with referral sources
• Shipping study materials
• Printing flyers or study handouts
• Ordering supplies or participant incentives

Types of Tasks

There are four types of tasks available from the Tasks tab in EnrollNow:

Creating a Task

Option 1: From a Participant Profile

1. Navigate to the participant’s profile card.

2. Click the Tasks tab.

3. Click + Add Task.

4. Enter the task details:

   • Title (required)
   • Participant (pre-filled)
   • Status (assigned, unassigned, in-progress, completed)
   • Due Date (optional but recommended)
   • Assigned To (select one or more team members)
   • Description-brief summary of the task
5. Click Save Task.

📎 Tasks created this way are automatically linked to that participant.

Option 2: From the Task Management Tab

1. Go to the Tasks section from the left navigation panel.

2. Choose what kind of Task to create:
   1. Recruitment Strategy Task
   2. Recruitment Site Task
   3. Participant Task
   4. Miscellaneous Task

3. Click + Add Task.

4. Enter task information:

• • Title (required)
  • Participant (required if creating a Participant Task)
  • Status (assigned, unassigned, in-progress, completed)
  • Due Date (optional but recommended)
  • Assigned To (select one or more team members)
  • Description-brief summary of the task
    
    

Navigating and Filtering Tasks

From the Tasks tab, you can manage all team tasks in one place.

You can:

• View Tasks Page by choosing one of the following:

  • All Tasks

  • Recruitment Strategy

  • Recruitment Site

  • Participant

  • Miscellaneous Tasks
• Sort by Due Date-click arrow to organize list ascending or descending order
• Filter by Assignee
• Show by Task Status: Open, Closed, or All

Updating or Completing a Task

To modify or complete a task:

• Click the task to open its details.

• Edit as needed

  • Update or add a Description

  • Reassign the task

  • Add a comment

    • Comment can be Pinned.
    • Notify -Send email notification to Team.

  • Update the due date.

• Check the box next to a Task to mark it done.

• To reopen a completed task, uncheck the box to mark it Incomplete.

Task Management Best Practices

• Use clear titles that reflect the task type and urgency (e.g., “Email Site Coordinator – Final Visit Confirm”).

• Assign tasks to the appropriate team member to improve accountability.

• Set due dates to prioritize tasks and prevent delays.

• Use filters during team meetings to review open items and adjust workloads as needed.

Task Notifications

If you have Task notifications enabled in your My Account settings, you'll receive an email notification whenever another team member assigns a task to you. However if you assign yourself a task, an email is not generated.  Additionally, if you have Daily Digest enabled, you'll receive a daily summary email that includes your upcoming and overdue tasks.

Permissions and Access

Only users with the appropriate permissions can create, edit, or assign tasks. If you don’t see these options, please contact your EnrollNow administrator to review your role settings.

If you have any questions or need assistance managing tasks, don’t hesitate to contact EnrollNow Support at help@enrollnow.io.