# Tips and tricks for study management

Source: https://participantkit.com/help/courses/how-to/tips-and-tricks-for-study-management

Video: https://www.loom.com/share/35b89991be8e415c9395e6145e7d1361

## Key takeaways

💡 **Remember:** Tags are perfect for unofficial statuses - no-shows, off-platform contact, or anything your pipeline doesn't cover

🧪 **Try:** Link research recordings with retention reminders - Participant Kit calculates deletion dates from your consent form automatically

⚠️ **Watch for:** The system pulls retention periods from consent forms - for example, set it to 12 months there, get reminded in 12 months

⚡ **Quick tip:** Track incentives with date, amount, and currency - keeps your finance team happy