Use default and custom tasks to structure the annotation and fact-checking of items in your workspace, and assign them to specific users.

Default tasks

  1. Click the gear icon at the top left of your screen, in the left panel
  2. Select the tab 'Tasks'. All default tasks are listed here.

Default tasks are automatically added to all items in your workspace. Note that if you create a new task, it will only be added to future items. It will not appear on items that have been previously added. 

Create a new default task

  1. Click the 'Add task' button, located at the bottom right of the list of default tasks
  2. In the menu, choose the type of task you want to add. To learn more about each type of tasks, read this article. 
  3. Complete the tasks setting form in popup menu. 

Editing or deleting existing tasks

  1. From the task setting tab, click on the action menu of the tasks you want to edit.
  2. Choose to delete or edit the tasks

Tasks settings

Each task has a common set of option: 

  • Prompt: A brief call to action for reviewers. 
  • Description: Additional information to contextualize the prompt.
  • 'Required' - toggle: If activated, the task will be displayed with a red asterisk. The item's status will be locked until a required task has been resolved.  
  • 'Resolved' - toggle: The task can only be resolved if it has been answered.
  • 'Show task in' - dropdown: Choose in which list the task will be added to items. By default, the task is added to all lists in your workspace.  

In addition, each type of task has different available options. Learn more about the different type of tasks and their respective options in this article.

Custom tasks

You can add tasks directly from an item page. Please note that custom tasks will not be added to the list of default tasks. 

Create a default task

  1. From the item page, click on the tasks tab located to the right of your screen.
  2. Click the 'Add task' button. 
  3. Follow the same steps as listed for the creation of default tasks. 

Task assignment

Both default and custom tasks can be assigned to one or more members in your workspace. 

  • Assignees will receive and email notifying them which tasks have been assigned to them.
  • The user who made the assignment will receive emails notifications when assignees have completed the tasks. 

Important note when assigning several users to 'Required' tasks

Whether you assign required tasks to several members, all of them MUST answer or resolved those tasks in order for the status of items to be changed. It will not be enough if one of them resolves the task.   

Assigning a list

When assigning a list to members, you will assign all the items in that list, and all tasks in each items. 

  1. When viewing a list, open the action menu located at the top right of your screen.
  2. Choose 'Assign list' in the menu.
  3. Check the name of member you want to assign the list to and click 'done'. 

Assigning an item

When assigning an item, you will assign all the tasks in this item.  

  1. From the item page, open the action menu located at the top right of your screen. 
  2. Choose 'Assignment' in the menu.
  3. Check the name of member you want to assign the list to and click 'done'.

Assigning a task

Individual default and custom tasks can be assigned. 

  1. From the 'task' tab of the item page, open the task you want to assign.
  2. Open the action menu located in the lower right of the task, and choose 'Assign / Unassign'.
  3. Check the name of member you want to assign the list to and click 'done'.

Resolving mandatory tasks manually

If an assigned required task needs to be resolved has not been completed, users with adequate permission can manually resolve the item: 

  1. Click open the task action menu in the lower right of a task. 
  2. Select 'Edit task'
  3. Click 'Resolved' so that it appears in blue. 
  4. The item can now be moved to a Report status by users having adequate permission. 

 

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