About the Task Bar


You can easily manage your tasks, forms, queries, and messages in the task bar. The task bar displays icons to indicate upcoming work and how close you are to a due date. Depending on your security profile, the task bar displays some or all of the tasks described below.

Task Bar in its Initial, Collapsed State

The task bar categorizes tasks into the following:

  • Forms: Overdue forms and incomplete forms
  • Review: Forms that require signature, source document verification, or source document review
  • Queries: Open queries and answered queries

Note that if you have access to more than one Study, you must select a Study from your Study listing page or the breadcrumb menu before Vault will display tasks in the task bar.

Task Icons

Each task has an icon to indicate its task type.

Icon Meaning
Overdue Forms Icon Indicates that a form is overdue.
In Progress Forms Icon Indicates in progress, incomplete forms.
Open SDV Task Icon Indicates a required source data verification task.
Open DMR Task Icon Indicates a required data management review task.
Signatures Required Icon Indicates that a submitted form requires your eSignature.
Open Queries Task Icon Indicates that a form has open queries.
Answered Queries Task Icon Indicates that a form has answered queries.

Task Details

You can expand the task bar to view more details about your tasks.

  1. Click the Arrow tab on the task bar. The task bar expands.
    Expanded Task Bar

  2. Click on a task type, for example, Overdue Forms. If you can only access one site, the task bar displays a list of all subjects with a task of that type. This view includes a task count for each subject. If you can access more than one site, the task bar displays a list of all sites with a task of that type. Click into a Site to see all subjects in the site with a task of that type.
    Site Selection in the Expanded Task Bar

  3. Click on a subject to view all tasks of the selected type for that subject.
    Subject Selection in the Expanded Task Bar

  4. Click on a task. Vault opens the area in which you can complete the task.
    Task List by Type in the Expanded Task Bar

  5. Click the Arrow tab again to collapse the task bar.

Depending on how many studies, sites, and subjects you have permission to view, Vault may automatically filter your task bar view. If any filters apply, Vault displays them in the task bar, once you select a task type. Note that you cannot remove auto-filters.