RESEARCH
Research Workflow

Research Pipeline

Pipeline is the execution layer for research work. Use it only for trials, sponsors, and institutions that need ownership, notes, next actions, or stage tracking, separate from the provider sales pipeline.

Open Research Intelligence
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Research Workflow TipUse pipeline only after a research item needs ownership, notes, or a next action. If it only needs passive monitoring, keep it as a watchlist instead.
How Pipeline Groups workPipeline Groups organize active pipeline records only. They are not Saved Lists, and they do not create automated monitoring. Use them to cluster follow-up work already in Pipeline.
Filter by Pipeline GroupAccount-wide Pipeline Group counts appear here, while the board below still shows the currently loaded workflow records.
Pipeline Group summary
All pipeline recordsGroup counts update after the backend responds. Rename and ungroup actions apply to every record in that Pipeline Group for your account, then the board refreshes from the backend.
0 account-wide records