There are 6 different format 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

Adding a task manually

  • From the item page, navigate to to the 'Task' tab. 
  • Click 'Add task' and choose between the 6 type 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.
  • '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.

Short answer

The simplest option, with no additional settings.  

Choose one

In this tasks, reviewers are asked to select a single answer out of several values. 

  • At the minimum, value 1  and value 2 must be filled to provide a choice. 
  • To add a new value for reviewers to choose from, click the button 'Add option'.
  • To add a 'Other' option for reviewer to choose if no provided values fits their answer, click the 'ADD "OTHER"' button.   

Choose Multiple

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. 
  • To add a new value for reviewers to choose from, click the button 'Add option'.
  • To add a 'Other' option for reviewer to choose if no provided values fits their answer, click the 'ADD "OTHER"' button. 

Location

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 points 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 question for your team to answer, such as “Where did this event occur?”.

Date and time

With this task, users can: 

  • Set a date from a calendar pop up
  • Optionally add a time with a timezone.
  • Add additional text to give additional context to their answer.

Date and time tasks do not have additional settings, however we recommend that you set simple question 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 timezone. 

Upload file

With this task, user can upload one or several files in order to store information related to an item. 

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 'Add task' button, located at the bottom right of the list of default tasks
  4. In the menu, choose the type of task you want to add. To learn more about each type of tasks, read this article. 
  5. 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.  

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 select the option 'Keep the tasks that have been completed, with their answers'. All uncompleted tasks will be deleted.

 

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