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Create Manual Task

A task is a unit of work assigned to workers—either public or private internal ones (contractors, SMEs, employees). The main goal of a task is to take the initial raw data (CSV file) and structure, enrich, or check the data according to specific rules.

IA Cloud Enterprise works with the following task types:

• Manual Task (MT)—a task completed by a human who is either a cloud worker or an internal employee
• Bot Task—a task completed through computer automation, such as data parsing, extraction, transformation, loading
• Qualification Task—a test task for screening workers and filtering out those who are not sufficiently qualified to take a specific task

Using the Manual Tasks menu in Control Tower, you can create and manage MTs, monitor their progress, and view their results.

Manual Task workflow

The basic MT workflow is as follows:

1. Create a Manual Task. On the Manual Tasks list, the MT appears with the Draft status.

2. Set up a design for the MT.

3. Configure the parameters to run it. To prevent occasional data loss, save the MT from time to time.

4. Run the MT in a development environment. At the step, the MT status is Processing.

5. After you post an MT, log in to WorkSpace as a worker, find and complete the created task.

   To configure the Workforce settings, navigate to Manual Tasks > Run parameters.

6. Check the run results and edit the MT parameters if needed.

7. Copy the MT with data.

8. Run the copied task in a Production environment and monitor its execution.

Optionally, you can pause, resume, or stop the MT execution. When the MT is no longer needed, you can delete it.

For additional information on MT statuses and available actions, read the View all Manual Tasks topic.

Task data flow

As you create and manage a Manual Task, the flow of data is as described below:

1. You prepare an initial data file.

2. The data is enriched or transformed according to specific rules during the task execution. Human workers or Bot Configs perform these actions.

3. (Optional) Intermediate results are obtained by generating snapshots.

4. The final result data file is obtained. You can use the file as an input for another MT in a Business Process.

Create Manual Task

There are two ways to create a Manual Task:

• In Control Tower, click Manual Tasks > Create Manual Task.
• On the Manual Tasks menu, select View All and then click Create Manual Task.

On choosing one of these options, you proceed to the Select a Use Case step.

Select Use Case

Use Cases describe the workflow of a particular Business Process and thus serve as a template to create either Manual or Bot Tasks:

• For Manual Tasks, Use Cases simplify their creation by providing predefined questions, answers, instructions, sample input data files.

• For Bot Tasks, Use Cases facilitate development by providing a baseline of the configuration code.

To select a Use Case, follow the steps below:

1. Select a category to see all available Use Cases for it.

2. To create a Manual Task from scratch, select Other > Blank.

3. Select a specific Use Case and, in the bottom right corner, click the Select This Use Case button. Use Cases can have a preview image on the right side (if any is available).

warning

Once you've chosen a Use Case, you cannot change it on subsequent steps. If you need to choose a different one, create a new Manual Task without saving the current one.