Managing Tasks in the Platform
Updated at March 31st, 2025
This document provides a comprehensive guide to the platform's task management features, covering how to view, filter, prioritize, and perform actions on tasks. Whether you're monitoring progress, adjusting priorities, or exporting data, these tools help streamline workflows and improve overall productivity.
Navigating the Task Page: Side Bar Menu
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This sidebar menu helps you navigate through the task page. All: View a list of all tasks. Reservations: See a list of reserved tasks. Upload: Review the history of uploaded tasks. Archive: Review the history of archived tasks. |
This sidebar helps you move between different parts of the app. Each item has an icon and a label. In the next sections, we'll go through each one to explain what it does.
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All: Viewing task list |
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The Tasks page is used to search for specific tasks and view detailed information about them. ![]() By default, tasks are sorted by the last submitted date and created date. The results are paginated and include the following details:
Below, we dig into more information on specific actions. Filtering tasksFind specific tasks by opening the Filter menu. Results update dynamically as you adjust filter values. The results are paginated. ![]() Upload tasksTasks are typically uploaded using CSV or JSON files. Ensure your file meets the platform's input requirements. Read more ![]() Task bulk actionsUse the Bulk Action menu to update the state or queue of a task, as well as the client patch ID. You can also use this menu to export or archive tasks. ![]()
Below, we dig into more details on certain specific actions. Prioritizing tasksTasks are assigned priority numbers to determine their order of allocation to annotators. By default, all tasks are assigned a priority value of 0 A priority value can be any whole number, either positive or negative. The system allocates tasks to annotators in the following order:
Adding Priority to a Task
![]() The new priority values will be displayed for the tasks in the Priority column. 📘 Note You can assign priority numbers to tasks when you upload the tasks To learn more, see Uploading tasks. Prioritizing tasks in additional steps In complex annotation projects, it's common to have multiple steps for each stage of the project. This allows your assets to be annotated, your annotations to be reviewed, and your revisions to have final notes added. Each task you prioritize in the project will carry its assigned priority level forward through all project steps. This means that when you're establishing the priority of your tasks, you need to consider the impact across all steps. For example, one task may be important to annotate, but less important to review or to QA, meaning that its overall priority should be set relatively lower compared to a task that has a higher priority across all steps. 📘 Note Along with determining the average priority of your tasks, you can also change the priority of tasks as they move through the different steps, following the original steps for prioritizing a task. Exporting tasksYou can export tasks at any time to work on them in other software, store them for your records, or share them with others.
![]() Archive HistoryThe archive history is shown as a table, which contains the archive ID, the date the archive was done, who archived the tasks, and the number of tasks archived. From the table, it is possible to download the data for the archived tasks in order to recreate them or investigate more information about the tasks. ![]() For tasks automatically archived after the inactivity period configured in projects, the Created By column will show N/A. | ||||||||||||||||||||||||||||||||
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Reservations |
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When you click this option in the menu, you’ll access a table showing all reserved tasks. Each row represents a user, making it easy to spot when someone has multiple reserved tasks within a project. From this view, you can also release reserved tasks by simply clicking the "Release" button. ![]() | ||||||||||||||||||||||||||||||||
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Upload |
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From this section, you can review the upload task history, which is displayed in a table that includes the upload ID, creation date, creator, number of successfully processed tasks, and the upload status. ![]() Uploads can have the following statuses:
For jobs in the Error state or the Completed state for which not all tasks were successfully created, error details can be expanded by clicking on the arrow at the right of the upload row. | ||||||||||||||||||||||||||||||||
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Archive |
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From this section, you can review archived tasks. The archive is displayed in a table that includes task details such as archive ID, the creation date, the user who create it. ![]() | ||||||||||||||||||||||||||||||||
Viewing a TaskTo view a task in read-only mode:
![]() Comparing sets of answers
To compare annotations or model predictions:
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