Getting Started
- What is TestInvite?
- Build Your First Test
- Run Your First Assessment
- Taking the Assessment
- Viewing the Results
- Question Bank Overview
- Common Question Features
- Scoring
- Question Types
- Question Authoring
- Browsing Questions
- Content Blocks
- Media Library
- Metadata Rules & Schema
- Roles & Access
- Tests Overview
- My Tests
- Creating a Test
- The Test Editor
- Test Settings
- Sections & Pages
- Adding Questions
- Page Builders
- Test Profile
- Reporting
- Test Papers
- Analytics
- Publishing a Test
- Test Library
- Marketplace
- Tasks Overview
- Creating a Task
- Task Dashboard
- Steps
- Task Settings
- Candidates
- Test Sessions
- Sent Mails
- Proctoring
- Analytics
Tasks
Task Settings
Task-level configuration: how candidates get in (access, availability, payment, network rules), what profile data is collected, how candidate-facing pages look, and how the task emails and chats with candidates.
Updated 2026/08/17
Task settings govern everything about the task that isn't a specific step: how candidates get in, what information is collected about them, what the candidate-facing pages look like, and how the task communicates. Where step settings answer “how does this exam run?”, task settings answer “how does this assessment operate?”.
- Access & Entry — the access method (self-registration, pre-registered, internal users), the registration form, availability window, optional payment, and network restrictions.
- Candidate Settings — which candidate properties exist: metadata (tags, stages, programs) and custom properties collected or assigned per candidate.
- Pages & Experience — the front page, login page, and assessment page, plus the task's language, branding, and translation settings.
- Email Templates — the invitation, reminder, and custom emails the task sends to candidates.
- Live Chat — the live message channel between candidates and your team.
- Advanced — integration options and the task's raw JSON export.
Settings here apply to the whole task and all its steps. If a rule should differ per exam part — timing, security, attempts — it belongs on the step, not here.
In this section
Access & Entry
Candidate Settings
Define what your task knows about each candidate: structured metadata (tags, stages, programs) and free-form custom properties — the data that powers filtering, audiences, prerequisites, and reports.
Pages & Experience
Everything candidates see around the assessment — the front page, login page, and assessment page — plus the task-wide language, branding, and translation settings that frame them all.
Live Chat
Open a live message line between candidates and your team — offered on the login page (with a pre-chat contact form and temporary-chat option), in the workspace, and inside the test, and answered from the task or live from the Exam Monitor.
Advanced
The task's technical corner: LMS/website integration around the login URL, exporting the full task configuration as JSON, and debug views for support.
Email Templates
Manage every email the task sends: system default templates with quick subject/text/button overrides, fully designed custom templates with per-recipient placeholders, per-kind defaults, real-candidate previews, and the email provider setting.