Tasks Overview

A Task is the delivery vehicle for a test — it controls who can take it, when, and what candidates experience before, during, and after.

Updated 2026/08/18

A Task is what you create when you want to deliver one or more tests to candidates. It wraps the tests with everything related to how they are delivered — who can access them, when they can be taken, which security rules apply, and what candidates see before and after the assessment. These delivery settings remain separate from the tests themselves, including their questions and scoring.

Core Concepts

Task — the configuration you create. It holds the delivery settings, candidate list, email templates, and one or more steps.
Step — a test within a task. A task can have a single step (one test) or multiple steps in sequence. Each step references a test from your library.
Candidate — a person taking part in the task. Every candidate has their own record tracking their registration, access, and progress through the task.
Assessment — a candidate's active session going through the task steps. When a candidate starts, their assessment begins.

How It Fits Together

You build a Test in the test editor, then create a Task that references it as a step. You invite or register Candidates, each tracked through their own record from the moment they're added. When a candidate opens their link and starts, an Assessment begins and they are guided through each step.

The Tasks page itself has two tabs: the task list — every task, organized by folders, labels, and tags — and Recent Activities, a cross-task feed of the latest sessions, candidates, and emails. Both are covered below. To create your first task, see Creating a Task.

Benefits of Tasks

You may be wondering: why introduce a Task at all — why not just invite candidates straight to a Test? Separating the two is what makes the following possible.

Reuse Tests Across Tasks

The same test can be used in multiple Tasks without creating copies. Each Task can have its own candidates, availability, access, security, and reporting settings while the underlying test remains the same.

Combine Multiple Tests in a Task

A Task can contain multiple tests arranged as steps in a single assessment process. This lets you manage a multi-stage assessment as one Task rather than as several disconnected activities.

The Tasks page lists every task in your organization, with the tools to manage the inventory:

Finding tasks — scope by folder, filter by labels, groups, and favorites (active filters show as removable chips), and search free-text.
The table — columns for title, folder, use case, test sessions, assessments, step count, and creation date; optional labels, tags, and language columns via the column picker. A related-tests menu shows which tests each task runs.
Per-task actions — open the task, clone it under a new name, delete, favorite.
Bulk operations — select tasks to batch-organize (folders, groups, labels, tags, favorites) or export their metadata as JSON, CSV (tab/comma/semicolon), or HTML.
Recent activities — a side panel surfaces the latest activity across your tasks, so ongoing assessments are one click away.

Cloning a task copies its configuration — steps, settings, pages — but not its candidates or session history; the clone starts as a fresh, empty assessment.

Next to the task list, the Recent Activities tab shows the latest happenings across all your tasks in one place — no need to open each task to see what just happened. Three feeds are summarized with counts and detail tables:

Test sessions — recently completed sessions, with the task, test, candidate, score, and completion time.
Candidates — recently added or registered candidates across tasks.
Emails — recently sent emails and their recipients.

Each feed has a view button opening the full list. Use this tab as your morning check: one glance tells you which tasks had overnight activity and whether results are coming in.