Title and Instructions
The article details instructions on setting up a title and the Instructions section in a legacy Manual Task design.
Title
Modify task titles so that once a task is run, it has a unique easy-to-find identification. In particular, pay attention to the following considerations:
- Use informative, unique wording to distinguish the task among others or to clearly state the task goal.
- Do not insert line breaks and rare ASCII characters.
- Use the heading style with large font size.
- Remember to save to apply changes.
important
To set up a Manual Task title, refer to How to configure assignment title.
Instructions
Instructions are an explanatory part of a task intended to provide initial data, task goal, steps to complete, examples. The following items are recommended sections of instructions for crowd-sourcing tasks:
- Overview: a brief explanation of a task objective, often in the Given ___, provide ___ format.
- Background: provides a context or background as required for a task. It should not necessarily be a separate section. The best option is to format it as extra paragraphs between the Overview and the Steps section.
- Steps: give clear step-by-step instructions for workers to follow.
- Data Definitions: a table listing a label, its definition, and an example of each data element the worker is to provide (useful for complex tasks).
- Guidance: explanations of the steps where you provide more details or insights as required to complete a task. You can also call it Useful Tips or merge with Common Mistakes for the Dos and Don'ts section.
- Common Mistakes: explanations of the things you DO NOT want in a task. In this case, you can also use Dos and Don'ts.
- Exceptions: items that go against the rest of the logic, potentially just a part of a previous section.
- Examples: specific examples of correct responses.
- References: supplemental information to help complete the task or provide more context. You can also call it Links.
The essential minimum for a worker: Title, Overview, and Steps.
Each time Instructions are updated, a worker has to acknowledge the changes and mark them as read.
Add Instructions
To add Instructions, follow the steps below:
In the Task Designer, click the area beneath the Show/hide instructions indication.
On the side panel, select the Instruction tab and click the Add Instruction button.
In the Add Instruction window, enter Name and Description, and click the Save button.
Optionally, for Instructions, you can also set up the following parameters:
- Condition: information about the condition of the task displayed in the Instruction body (If)
- Actions to be taken: information on how to handle the condition displayed in the Instruction body (What to do when the "if" condition is true)
Show or hide Instructions
To show or hide Instructions, click the link as shown below.
Work with Instructions in WorkSpace
To start working on a task, workers need to select the I have read the instructions checkbox.
