Manage Tasks
From the Manage Tasks screen, administrators can create and manage tasks in two ways:
Manually – by clicking the New button
In Bulk – by using the Import button to upload predefined tasks
Creating a New Task Manually
To create a task manually, follow these steps:
Step 1 – Click New Select the New button from the Manage Tasks screen.
Step 2 – Fill in Required Details Provide the necessary details for the task:
Task Name – Unique name for the task
Task Description – A clear description of the task
Task Type – Select one of the following:
Pass or Fail – The observer evaluates task performance by choosing either correct or incorrect.
Numeric – Admin defines a numerical threshold. Users must score above the defined criterion to pass.
Rating Scale – Admin defines a rating scale. Users must achieve a score above the defined scale to pass. Note: Rating scales can be managed from the Manage Rating Scales screen.
Mandatory – Define whether the task is mandatory or optional.
Success Criteria – Define the conditions for successful completion (visible only to the observer).
Failure Criteria – Define the conditions for failure (visible only to the observer).
Enable Iterations – Select Yes/No and configure:
Minimum number of successful iterations
Maximum number of iteration attempts
Importing Tasks in Bulk
Administrators can also bulk create tasks through the import function:
Download the template file from Tools > Download Templates.
Fill in the required task information within the template.
Go back to the Manage Tasks screen, click Import, and upload the completed file.
This option allows faster creation of multiple tasks and ensures consistency across observations.
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