Adding and amending Tasks

Judi
Judi
  • Updated

Creating a task

Tasks can now be seamlessly added during Study Creation or directly from the Study Settings area.

  • Navigate to Tasks and click Add Task.
  • Users can provide a concise title and description then click next. 
  • Assign the task to invited study members (optional - can be assigned at anytime) 
  • Specify the schedule
  • Define the study groups to which the task applies.
  • When complete, Click save  

Define Task Title and Type

Choose from five options: Measurement, Sample, Observation, Dosing, or Other.

Use Other if no specific type matches the task's needs.Screenshot 2024-11-26 at 14.14.49.png

Set Execution

After selecting the task type, a new Execution step appears.

Configure the workflow setup (e.g., task sequence, specific observations).

This setup is applied to all instances of the task but can be adjusted at execution from the workflow setup.

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Assignees

Select the team members that will be assigned to this group of tasks.

Note: This will apply to all of the tasks in this setup however if left unassigned individual tasks generated from this setup can be assigned to different team members individually 

 

Schedule 

The schedule settings empower you to customize parameters, including recurring frequencies or conditions that automatically trigger task creation based on factors such as animal age or study tracking day. Additionally, you can define a date range for when the task commences and concludes.

Recurring 
For each recurring task group, define the start and end date between which the tasks will be generated. 
Note: updating the study start date will not impact recurring tasks, instead use the "shift dates" feature from the bulk actions menu. 
For Each task choose to create this with a duration of "All day" or specific a set start and end time for each occurrence.  
Note: You can update the date and time of any individual occurrences of one off or recurring tasks after the tasks have been created. If you don't see this option contact support@benchling.com 
 
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Conditional
Set up tasks based on the following conditions:

Animal age (days) 

Study day - calculated from the start date of the study whereby the start date refers to "Day 1"

Tracking day -calculated from the tracking date of each animal to support staggered designs whereby the tracking date the that animal's " Day 0 "

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Target 

Select which treatment groups this set of tasks will apply to. 

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Complete this setup for every task group in your study design. 

 

Rescheduling a Task Series 

If a study needs to be pushed back a matter or days, weeks or even months. Your tasks can be amended very easily to reflect this. 

Recurring tasks 

All recurring tasks can be shifted by the number of days/weeks using a bulk action from the tasks overview table in study settings.

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Conditional tasks 

Tasks created on study day or tracking day will update automatically upon change the study start date and animal tracking dates respectively. 

 

NEW - Rescheduling Individual Tasks

One off or Individual occurrences of recurring tasks can be rescheduled at any time providing the task can not been marked as Done. 

  • Click on the task to open the task details 
  • Under the scheduled for date and time click Reschedule 
  • Select a new date and/or start and end times under duration
    • Tasks can be assigned "All day" by using the toggle in the Duration line.
  • Click Save in the top right corner of the grey box.
  • Click Close to return to the tasks view. 

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Contact support@benchling.com to have this feature enabled. 

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