What's Included
Track IRB approval status across all clinical sites on one visual board
See enrollment progress vs. targets with card progress indicators
Identify data queries blocking database lock before they accumulate
Map the critical path from First Patient In to NDA submission date
AI-Powered Features
Dependency Detection maps the chain from protocol approval through submission
Risk Analysis flags sites with enrollment below 50% of target at the midpoint
Executive Snapshot generates sponsor-ready trial status summaries
Template Zones
1
Protocol Development
2
Site Activation & IRB
3
Enrollment & Treatment
4
Data Management & Lock
5
Regulatory Submission
Best For
Phase II/III clinical trials with 5–20 clinical sitesRegistrational studies with fixed FDA submission deadlinesPost-market surveillance studies with ongoing enrollment
Frequently Asked Questions
How do I track multiple clinical sites?
Each site gets a color. Site-specific cards (IRB approval, site initiation visit, enrollment card) are color-coded so you can scan for lagging sites instantly.
Can I track adverse events on this template?
Add a Safety sub-zone with cards for each SAE. Set the reporting deadline (15 days or 7 days for serious) as a milestone on the card.
Does it handle protocol amendments?
Create an amendment card in the Protocol Development zone. Connect it to the IRB re-submission cards for each site that needs the updated protocol.
How does it integrate with EDC systems?
Link data management cards to your EDC system via URL fields. The canvas tracks workflow status; the EDC system holds the actual clinical data.
Can CRO teams and sponsors both use it?
Yes. Share the canvas with sponsor stakeholders as read-only. CRO team members get edit access to their zones.
Related Templates
Regulatory Submission TimelineSite Activation ChecklistSafety Event Tracker