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Tasks Manager

Overview

Tasks Manager is a comprehensive Task management system designed for validated imaging workflow management, enabling compliant workflows for large multi-center or global studies.

Tasks Manager enables research teams to:

  • Assign and track image reading tasks across distributed staffing pools
  • Collect structured data through customizable forms and protocols
  • Capture image annotations and measurements
  • Export comprehensive data for analysis and reporting

Compatibility and Validation

Tasks Manager is not compatible with legacy Tasks (V2 Viewer)

If you have an existing study using the legacy Tasks implementation with the V2 Viewer, you cannot migrate that data to Tasks Manager with the V3 Viewer.

What cannot be migrated:

  • Existing task assignments and status
  • Task annotations created in V2 Viewer
  • Form responses from legacy Tasks
  • Task workflow history and audit data

What can be converted:

  • Protocol JSON definitions (requires manual conversion and validation)

Validation and Compliance:

  • Legacy Tasks + V2 Viewer: Not validated for 21 CFR Part 11 compliance
  • Tasks Manager + V3 Viewer: Designed and validated for 21 CFR Part 11 compliance when used with Validated Instance

Important: Choose your task management system before starting your study. Mid-study migration from legacy Tasks to Tasks Manager is not supported.

Contact Flywheel Support for guidance on which system to use for new studies and compliance requirements.

Key Components

Task Management

Create, assign, and track tasks throughout their lifecycle. Tasks can be assigned to individual users or staffing pools, allowing flexible resource allocation across multi-site studies.

Key features:

  • Staffing pools for grouping users by role or organization
  • Bulk and individual task creation
  • Task filtering and search capabilities
  • Status tracking from assignment through completion

Learn more: Managing Tasks

Protocols and Forms

Protocols define the standardized data collection requirements for your study. Each protocol includes a customizable form for structured data entry and optional viewer configuration for consistent image display.

Key features:

  • JSON-based protocol definitions managed at the group level
  • Version control for protocol changes
  • Form schema validation
  • Viewer configuration (label colors, measurement settings)

Protocols ensure that every task references a specific, immutable version, guaranteeing consistent data collection throughout the study lifecycle.

Learn more: Protocols Overview

V3 Viewer

The V3 Viewer is an embedded, radiology-grade image viewer that enables users to review medical images, create annotations, and perform measurements directly within task workflows.

Key features:

  • Multi-planar reconstruction and image navigation
  • Measurement tools (length, area, angle, regions of interest)
  • Windowing and zoom controls for optimal image display
  • Protocol-driven viewer configuration
  • Annotation persistence linked to tasks

The V3 Viewer integrates seamlessly with task forms and protocols, allowing readers to create annotations that are automatically associated with their task submissions.

Learn more: V3 Viewer Overview

Form Responses and Annotations

Tasks integrate with the V3 Viewer to enable image review and data collection. Users complete forms and create annotations as part of their task workflow.

Key features:

  • Form rendering based on protocol definition
  • Image annotation tools (measurements, regions of interest)
  • Draft saving for interrupted workflows
  • Electronic signatures (e-signatures) for completed tasks (for Validated Instance)
  • Reader blinding to prevent bias in multi-reader studies

Each task submission creates a distinct, immutable record, allowing multiple reads of the same data by different users or at different time points.

Audit and Compliance with Validated Instance

On Validated Instances, 21-CFR compliance is supported with additional features:

Key features:

  • Audit trail logging for form submissions and annotations
  • Electronic signature capture and verification
  • Project locking to preserve completed data
  • Usage reporting

Learn more: Validated Instance Overview

Task Data Reports

Download task data and results for analysis, quality assurance, and regulatory submissions. The system generates structured reports with task metadata, form responses, and annotation data.

Key features:

  • Form and Annotation Reports (per-response data)
  • Project Management Reports (per-task metadata)
  • Comma-separated values (CSV) format
  • Automatic report generation and archival

Platform Capabilities

Flywheel's Core platform provides additional capabilities to support study management workflows:

  • Imaging data management and curation - De-identification workflows for metadata and pixel data
  • Processing pipelines - Analysis via gears and notebooks with custom algorithms
  • Scalable compute resources - Support for large imaging datasets, including high-resolution and three-dimensional/four-dimensional (3D/4D) imaging modalities
  • Flexible platform - Extensible with customization options

Getting Started

To begin using Tasks Manager:

  1. Create protocols - Define the forms and viewer configurations for your study
  2. Set up staffing pools - Group users who will be performing similar tasks
  3. Create tasks - Assign reading tasks to users or pools
  4. Manage tasks - Study directors can reassign tasks and monitor status from the task list.
  5. Complete tasks - Users review images, fill forms, and create annotations in the V3 Viewer
  6. Task reporting - Generate reports for analysis and quality assurance

Next Steps