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Overview

As your research scales across multiple targets, keeping track of which pipelines belong to which campaign — and where each one stands — can get messy fast. Projects in Revilico OS give you a dedicated hub for organizing everything related to a single target or initiative: pipelines, notes, files, and campaign status, all in one place. This tutorial walks through creating a project, organizing pipelines and notes within it, and using the built-in Kanban board to track your campaign status from kickoff to completion.
Managing Research Projects and Campaign Status — Watch Video

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When to Use This Workflow

Use Projects any time you’re running research against multiple targets or initiatives and need a single place to organize the pipelines, files, and notes tied to each one — for example, keeping an EGFR project separate from a BRCA1 project, each with its own campaigns, documentation, and status tracking.

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Step 1: Create a Project

1

Create a new project

Create a project and give it a clear name — typically the target or initiative it represents (e.g., EGFR, BRCA1, or a working name like Testing for a demo).
2

Understand the project hub

Once created, this project becomes the hub for everything tied to that target — pipelines, campaigns, notes, and files all live here going forward.

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Step 2: Organize Pipelines Within a Project

1

Open the command center

From within a project, use the command center to drag and drop in the pipelines or campaigns you want to maintain under that project.
2

Review pipeline details

Each pipeline entry shows details like the pipeline type (e.g., static docking screen), its name, and when it was conducted.
3

Open a pipeline

Click into any pipeline to view it directly.
4

Browse all projects

Click Projects to see and click through every project and its associated reviews. Selecting a project pops its data out into the central panel.

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Step 3: Share Projects and Manage Notes

1

Share with your team

Share a project with your team to give everyone an overview of all the files and pipelines associated with it.
2

Create and organize notes

Create new notes or folders within the project, or drag and drop existing notes in directly, to keep documentation and context alongside the work itself.
3

Attach project files

Drag and drop data associated with the target into the project through the data editor panel.

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Step 4: Track Campaign Status with the Project Board

Each project includes a Kanban-style board for tracking the status of every campaign tied to that target.
1

Open the project editor

Click to edit the project. Here you’ll see all of the campaigns tied to it, where you can download data, view analytics, or add more pipelines.
2

Add a card for a prospective screen

Add a card for a screen you’re planning — for example, a static docking screen against your target of interest. Give it a name (e.g., Static Docking Screening) and set its status to To Do.
3

Document the plan in the card description

Use the card description to log the campaign’s background, notes, and protocols — for example, noting that you’re running an EGFR screening campaign with two million compounds from a specific library (e.g., Enamine’s REAL library) — so the rest of your team has full context.
4

Select an engine and assign an owner

Select the engine the campaign will use (e.g., RevPocket) and assign the card to a team member.
5

Create the card

Create the card. It can now be moved around the board by your team as work progresses.
6

Attach a pipeline once it's run

Once a screen has been run, attach its pipeline to the card — the pipeline doesn’t need to be fully processed; it can be attached at any stage. This keeps the card’s status tied directly to the underlying pipeline.
7

Add cards for pipelines already run

You can also add a card for a pipeline that already exists within the project — for example, labeling it Test Again, setting a target date, and assigning it to yourself or a teammate. These display slightly differently from prospective cards, since they represent completed runs rather than planned ones.
8

Move cards through your workflow

Move cards across statuses (e.g., To Do → In Progress → Done) as work is completed, giving your whole team a live, shared record of what’s been done and what’s still outstanding.
9

Use the timeline view

Switch to the timeline view to see campaign dates laid out visually and stay on track with deadlines across the project.

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Why This Matters

Projects turn a scattered set of pipelines, files, and notes into a single, organized campaign hub:
  • One place to find every pipeline, note, and file tied to a given target
  • A shared Kanban board that keeps your whole team aligned on what’s planned, in progress, and done
  • A running log of campaign background, protocols, and decisions — not just raw pipeline outputs
  • A timeline view for staying on schedule across multiple concurrent campaigns

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Next Steps