There are 6 different formats of tasks you can add to your annotation workflow. You can add tasks directly to single items, or set default tasks for the entire workspace or for select lists in your workspace.

Learn more about how to assign tasks in this article.

This article explains how to:

Adding a task manually

  • From the item page, navigate to the 'Task' tab (1) and click New task (2).

  • Choose between the 6 types of tasks available (described below).

Shared settings

All task types share a common set of options:

  • Prompt: A brief call to action for reviewers.

  • Description: Additional information to contextualize the prompt.

Task types

Check allows you to choose from the following task types:

Text

Text-based tasks allow the assignee to input content. Note: there is no character limit for this option. Input the prompt for the task with an optional description (1), assign (2), and save the task (3).

Single select

In these tasks, reviewers are asked to select a single answer out of several values. Input the task name and add an optional description (1). At the minimum, value 1 and value 2 must be filled to provide a choice for selection (2).

To add a new value for reviewers to choose from, click the button ADD OPTION'

To add an 'Other' option for the reviewer to choose if no provided values fits their answer, click the 'ADD "OTHER"' button (4).

Multiple select

This format is similar to 'Choose one', but reviewers are allowed to select several answers out of the provided values.

  • At the minimum, value 1 and value 2 must be filled to provide a choice (1).

  • To add a new value for reviewers to choose from, click the button ADD OPTION' (2).

  • To add an 'Other' option for the reviewer to choose if no provided values fits their answer, click the 'ADD "OTHER"' button (3).

  • Save or cancel the Task (4).

Location

Choosing a location task, opens up a window similar to Single or Multiple select.

Input the Task name (1), add an optional description (2), assign the Task (3), and save your edits (4).

With this task, users can:

  • Add a location using its name.

  • Add a location manually by zooming in the map to automatically fill in the coordinates.

  • Paste in standard geo coordinates from tools like Google Maps and Open Street Maps.

When this task is complete, users can click on each data point of complete tasks to open Open Street Maps in a separate tab.

Location tasks do not have additional settings, however we recommend that you set simple questions for your team to answer, such as “Where did this event occur?”.

Date and time

Choosing a Date/Time task, opens up a window similar to Single or Multiple select. Input the Task prompt (1), add an optional description (2). Assign the date and time task (3) and save your settings (4).

With this task, users can:

  • Set a date from a calendar pop up

  • Optionally add a time with a timezone.

Date and time tasks do not have additional settings, however we recommend that you set simple questions for your team to answer, such as “When did this event occur?”.

When viewing a completed Date and time task, click on the time in the activity timeline log to open time.is in a separate tab. The initial answer will be converted to your local time zone.

Upload file

With this task, users can upload one or several files in order to store information related to an item. The window to prompt users to upload files remains the same as single, multiple select, location, and date.

The maximum allowable file size is 1GB. Learn more about supported items types here

Users can then upload files or drop them in the upload space

Allowable file types for upload are:

File type

Supported extension

Audio

Mp3, wav, ogg

Document

txt, pdf

Image

jpg, jpeg, gif, png

Spreadsheet

xlsx, csv

Video

Mp4, ogv, webm, mov, m4v

Users then click ‘ANSWER TASK’

A progress spinner will show the progression of the upload. Once the file is uploaded, clicking the file name will open a new tab displaying the file.

Creating default tasks across your workspace

Default tasks are automatically added to all items in your workspace.

1. Navigate to your workspace settings by clicking 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.

3. Click the 'NEW TASK' button, located at the bottom right of the list of default tasks

4. Choose the type of task you want to add between Text, Single select, Multiple select, Location, Date & Time, and File upload.

5. Complete the tasks setting form in the 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.

On selecting Edit, a pop up window will appear asking you to confirm this action, as well as the number of items that will be affected by this change. Click the checkbox so that the task edit only affects future items.

When you delete a default task, all similar tasks across your workspace will be deleted. If you want to keep tasks that have been completed, then click the checkbox.

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