How do I track the status and progress on a SciNote Project?

Stay on top of your research with project-level tools in SciNote. This update introduces enhanced planning, tracking, and collaboration capabilities—all designed to help your team manage timelines, responsibilities, and progress more efficiently.

What's New?

SciNote introduced several key fields and visual indicators within Projects and Experiments, giving teams better visibility and control over your work.

💡 New Fields for Project Planning & Tracking

You’ll now find the following fields available directly on each Project and Experiment:

• Start Date & Due Date

  • Define your project timeline and monitor milestones or delays.

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  • *Tip – Update your Notification Settings to receive automatic notifications about upcoming Project Due Dates

• Status

  • Choose from Not Started, In Progress, or Done to easily track progress at a glance.

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• Head of Project (Projects only, NOT at the Experiment level)

  • Assign the lead scientist or owner of the project for clear accountability.

    • Only 1 user can be assigned as the Head of Project
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• Description

  • Add a clear overview of the project’s scope, objectives, or special notes using an editable rich-text field with smart annotations.

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    • Click more to view the full Project Description field
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All project and experiment fields are:

• Editable directly from the table view or within project details (with the appropriate user access role permissions)
• Searchable and filterable within the data tables themselves.
• Included in project exports and SciNote reports (PDF report example below).
  
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✅ Improved Progress Tracking with “Experiments Done” & “Tasks Done” Columns

Gain visible insight into how much work within a project is completed with two new columns in the Project table view:

'Experiments Done'

• Shows the number of completed experiments vs. total.
  • Corresponds to how many Experiments are marked as 'Done' in the Experiment 'Status' column

'Tasks Done'

• Shows the number of fully completed tasks vs the total within the total Project.
  • For teams using task e-signatures / CFR compliance feature set, this column relates to the number of Tasks that are fully signed and marked in the 'Done' (purple) Task Status

• • For teams not enabled with SciNote E-Signatures, the 'Tasks Done' column corresponds to all the Tasks marked in the 'Completed' Status.
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This allows at-a-glance understanding of project progress, keeping team members informed and proactive.

There is also a 'Tasks done' column within the Experiments table, which shows the same data for each individual Experiment workflow.

✉️ Enhanced Collaboration & Transparency

• Automatic notifications to project heads and team members for key updates.
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• Use Favorites to quickly access high-priority Projects from your dashboard.

📘 Need Help brainstorming ideas for your Project structure?

Check out our High-level Project/Experiment/Task Data Structures or reach out to our support team for assistance.