Tasks are the gas that move projects forward. By breaking your project down into discreet tasks, focused on certain skills or specialities, you can take a complex and large-scale initiative, and move it forward quickly through distributed talent from all around the world.

Let’s dive into the methods and strategies behind creating tasks for your project.

First off, if you haven't read our support article on Creating Batches, check that out first. You will need at least one Batch created before you can start making a Task.

Creating a Task

To create a task, visit the 'Batches & Tasks' page of your project. It can be found in the sub-nav of the Project Landing page (note: you must be a project admin to see this menu on the page).

Once you are in the Batches and Tasks section, click on the Batch to the left that you would like to add a task to. Once you have the Batch selected, you can click on 'Create a Task'.

The Task Create admin panel will open. Below, we have provided a primer for each of the fields.

  • Name: The title of the task that will show up everywhere a task is displayed. Be direct, clear and brief.
  • What is the Expected Benefit: Using the format: As a (owner, project manager, user), I want to (be able to do what…?), so I can (what becomes unlocked or available). As an example, ‘As a new user, I want to be able to sign up, so I can claim my 10% discount’.
  • Acceptance Requirements: Using asterisk as bullet points, list very clearly what are the measurements being used to determine if this task is completed or not. This is a vital section to think through - the person doing the task will use it to plan and execute their work, and another admin may use it to help determine if the work was done correctly.
  • Description: A longer form area to describe the task and how it fits into the bigger picture.
  • Image Asset: You can upload a diagram, a mock-up, or any other visual that will help the person that works on this task to get a better understanding of the expectations and context.
  • Specialty: What type of skill set is required to complete this task successfully? Don’t see the one you need listed? Choose ‘General’.
  • Skill Confirmation Required: (We recommend ‘New Contributor’ as you get started)
  •    New Contributor = Completed zero tasks
  •    Demonstrated Skills = Completed 5+ tasks
  •    Established Contributor = Completed 10+ tasks
  • Award Amount: How many tokens / points is having this task completed worth? The higher the value, the quicker the task will be picked up and likely better the result.
  • How Many Times Can This Task Be Done: Many tasks are repeatable. For example, a task could be “Visit this page and provide feedback”. Well you may want feedback from 10 or 100 people. You can choose here how many times you would like this task to be completed.
  • How Many Times Can This Task Be Don By A Single User: Using the example above, if you wanted the task done ten times, but you wanted feedback from 10 different people, then you would limit the amount of times an individual person could do this task to ‘1’. But, if you are ok with the same person doing the same task multiple times, you could set this to 10, and have the same task done 10 times by the same person (although it does not guarantee it will be the same person, just that it could be. Someone else could grab one or more of the 10 versions available).
  • Days Till Task Expires (After Starting): It is important to put a deadline on tasks. Once someone starts a task, this number will indicate how many days they have to complete. If not completed by the end of the last day, then the task reverts back to the project owner who can reassign it.
  • URL Where To Submit Completed Work: Whether it is code, a group of images, designs, mockups, forms filled out - you may want the end result of the task to be submitted to a specific folder or repository. You can provide a link here that would allow for that. Some examples:
  •     GitHub Repo
  •     Google Drive Folder
  •     Dropbox
  •     etc.

With the Task now created, back on the Batch page, we can see it listed under the correct batch, and we see the title, the token value, as well as it's 'state' (in this instance, it is 'Ready', as no one has started it yet).

Where Tasks Are Presented
Now, when someone visits your Project Landing page, they will see the Task listed as available.  

The Task will also show up in user's 'My Task' page in the 'Ready' column, as long as they meet the requirements (Skill Specialty and Experience Level).

That's it! You've now got the tools to create Tasks within your project.

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