Clinical Trial Management Templates

3 million users. 190 countries.

Keep Clinical Trials on Track

Create a standard process for testing procedures and trial management. Smartsheet is designed to unleash the benefits of greater work agility and collaboration by providing a powerful platform for organizations to plan, capture, manage, automate, and report on work.

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The Essential Capabilities You Need

Organize & Schedule Tasks

Break down complex project timelines into manageable tasks and organize them by project phase.

Drag & Drop Gantt Bars

Easily drag and drop Gantt bars to adjust your timeline. Underlying dates automatically adjust.

Set Durations & Dependencies

Set durations for each task and then assign dependencies to ensure proper order of completion.

Collaborate with Comments

Track conversations right in your Gantt chart to ensure everyone is on the same page.

Set Alerts & Reminders

Automatically notify team members and stakeholders of upcoming due dates and milestones.

Identify Critical Path

Highlight critical path with the click of a button, so you know which tasks must be completed on time.

Share with Stakeholders

Share your project with internal and external stakeholders to ensure visibility.

Store Files & Key Information

Attach files and key documentation right to your Gantt chart project plan to keep details in context.

Track Milestones

Identify milestones on your Gantt chart to provide a view into progress and ensure you hit important dates.

Assign Tasks

Set clear expectations and increase accountability by assigning tasks to individual team members.

Import & Export Your Work

Import existing work from Excel, MS Project, Google, and Trello, and, export to PDF and PNG files.

Change Views

Work how you want to by easily switching between grid, Gantt, calendar, and Kanban card views.

View Status on Dashboards

Provide stakeholders with a high-level view of key metrics and progress on real-time dashboards.

Access Your Work on Mobile

Use the Smartsheet mobile app for Android and iOS devices to access and manage work from anywhere, at any time.

Stay Integrated

Keep work connected with integrations in Smartsheet, like Google, O365, Dropbox, Salesforce, Jira, and more.

Learn more about our HIPAA Smartsheet Compliance

Securely share, store, and access PHI while meeting or exceeding all of HIPAA’s regulatory requirements

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Get Started Quickly with Clinical Trial Templates in Smartsheet

Clinical Trial Timeline Template

Use this template to develop your own clinical trial timeline. Add your own steps, milestones, and dates for a comprehensive, expansive view.

Clinical Research Project Activity List Template

A project activity list is a detailed, itemized documentation of all the activities scheduled as part of the research project.

Delegation of Authority Log Template

Once roles and responsibilities are determined, the delegation of authority log should be filled out and signed prior to the study’s start.

Enrollment Log for Clinical Trials Template

This log keeps track of everyone that has been enrolled for participation in your study, as part of the screening process.

Protocol Training Log Template

Use a training log to record all training that the site study staff completes, signing the log entry for verification.

Clinical Study Document Tracking Log

A clinical trial document tracking log can help you keep a written trail of the documents and when they were submitted and approved.

Smartsheet not only allows me to visualize the entire program, but it gave me a platform to optimize my company’s functionality in a way I never knew possible.

Oscar Gonzolez, Program Planning Manager, Karyopharm

Discover a Robust, Easy-to-Use Work Management Platform with Smartsheet

Talk with our team to discover how Smartsheet can help modernize and improve your clinical trial operations.

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