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Organizing and managing study information and progress of participants is easy with IRIS’ task functionality.

As participants make their way through a project, it is important for all staff to have an understanding of their progress. This functionality is enabled in IRIS through the various tasks features. The primary uses for tasks are the following:

  • Reminding staff members of required work;
  • Recording important participant information in progress notes;
  • Maintain a history of each call made with a participant; and
  • Creating calendar events which can be synced with programs outside of IRIS such as Microsoft Outlook or Google Calendar.
Tasks are designed so that they meet the individual needs of each project. Fields can be customized so that staff members have quick and easy access to the exact features they need. Below is an example of each type of task.


The general task feature can be used to notify a member of the research team that a “task” needs to be completed. It is a way of assigning work to be completed by members of the team. These tasks are associated with a participant to make it clear why the work needs to be done and who it is intended for.

For example:

It is Carl’s responsibility to make followup calls at the end of the week to each participant. However, for whatever reason, he keeps forgetting to call one of the participants. His supervisor can create a reminder task to quietly remind him of the work he should be doing.

Progress Notes

Progress notes allow staff to record important participant information that can be viewed by all staff. They allow a participant’s progress to be monitored throughout a study by communicating with other research team members. In a progress note, one staff member can “flag” another which will bring the progress note to that staff member’s attention.

For example:

An important part of a particular research project is the use of medication during the course of the study. During a call, Lee, a coach in the study, learns that there have been drastic changes in the participant’s daily medications. He makes note of this and flags it for the clinical manager responsible for the project to bring it to her attention.

Call Details

Staff members can use call details to track information related to calls made with participants and any information obtained during it.

For example:

There are concerns within a research project about the amount of time that is spent calling each participant. By logging call details, staff members can gain an understanding of what parts of the call take the longest and come up with strategies to make them more efficient.

Calendar Event

Tasks in IRIS can be treated as calendar events so staff members can keep track of the work they need to do. Calendar feeds can be generated from calendar events, allowing staff members to stay on top of their jobs using the calendar program of their choice, including Microsoft Outlook and Google Calendar.

For example:

Mary wants to have weekly meetings with Raheem. By inputting this meeting as a calendar event task and adding the unique calendar feed URLs provided within IRIS to his personal Google Calendar, Raheem can be easily reminded of these meetings and will immediately be reminded of any changes made to the meeting time or location.