This guide will show you how to use Lists to stay organized and collaborate more effectively with colleagues in the platform. We recommend starting with the steps below, since they unlock additional features and help you and your team get the most value from Axcela.
We’ve split the guide into three sections:
1. Creating Lists
Creating and using Lists helps you group Patient Organizations (POs) by project or market and track key organizations over time. Lists are often used to manage active PO partners, build shortlists of potential collaborators, and organize outputs from landscape mapping.
To create a List, do the following:
In the left-hand navigation, click PO, then select Lists.
Click
in the top-right corner.Enter a name and description, then save.
Add the Patient Organizations you want to track to your new List.
If you follow along step by step, you now have a List containing a number of POs, which will look similar to the following:
2. News and Event tracking
When you add POs to a list, Axcela Bio automatically tracks the combined news and event activity for all POs in that list.
Here’s how to use it:
View combined news and events in the List Overview.
Explore News or Events in more detail by opening their respective sections.
3. Notes in Lists
Notes help you and your team capture important context for a List of POs. This might include selection criteria, internal reminders, key objectives, or discussion points related to the POs in the list.
To create a Note:
Open the List you want to add a Note to.
Click the icon
in the top-right corner to open the note panel.Write your Note and post it.
Please be aware that Notes are saved only within the List where you add them. Anyone who has access to that List can view the Notes.
4. Add and remove POs from Lists
Adding POs to a List
You can add POs individually from a PO profile or in bulk from search results.
To add a single PO:
Open the PO profile.
Click the
icon in the top-right cornerSelect the List you want to add the PO to.
To add multiple POs at once:
Run a PO search.
Select the checkbox next to the logo of each PO you want to add.
Click Add to list, then choose an existing List or create a new one.
Removing POs
To remove POs from a List:
Open the List you want to edit.
Select the checkbox next to the logo of each PO you want to remove.
Click Remove to delete them from the List.