> ## Documentation Index
> Fetch the complete documentation index at: https://help.teable.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Track clinical study startup and site readiness

> Track clinical study startup tasks, research-site readiness, owners and deadlines in linked tables. Add status views and reminders, then test the workflow with one site.

Create a shared tracker for study startup work: which sites are preparing, who owns each task, and what is blocking readiness. Start with one study and a few sites.

## 1. Build the linked tables

* **Studies:** study ID, name, owner, target start date.
* **Sites:** site ID, name, study link, site contact, readiness status.
* **Startup tasks:** task, site link, owner, due date, status, blocker, and document reference.

Create these tables in one project. Keep study and site IDs unique, then use [Link fields](/en/basic/field/link) to connect sites to studies and tasks to sites. Use date, user, and single-select fields for deadlines, owners, and status.

## 2. Show the work and send reminders

Create a grid grouped by site and a Kanban view grouped by task status. Add a view filtered to incomplete, overdue tasks. Follow the [deadline reminder example](/en/basic/automation/examples/deadline-reminders) to email task owners; test the recipient and filter before enabling it.

## 3. Build a team interface

Use [App Builder](/en/basic/ai/app-builder) to create a study overview, site checklist, and task update form. Configure app login and test what each app user can read and change. For teammates working directly in the project, configure [role permissions](/en/basic/authority-matrix/authority-matrix-practical-guide) and test access with each role.

## 4. Try one site before rollout

Add a sample site, assign two tasks, complete one, and leave one overdue. Check the links, status views, reminder recipient, and saved edits. Have the study owner review readiness criteria before marking a site ready.

> [!NOTE]
>
> Use this setup for operational coordination. Keep regulated study records and patient data in systems approved by your organization; assess validation, audit, and regulatory requirements for your intended use separately.

For a broader study operations workflow, explore [Teable for clinical trial management](https://teable.ai/ctms-system).


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