Tasks

Tasks Overview

What a Task is and how it relates to tests, steps, candidates, tickets, and assessments — the core concepts before you start configuring.

Published 2026/07/08

A Task is the delivery vehicle for a test. It controls who can take a test, when, under what conditions, and what they experience before and after. Tests live in the Question Bank and Test editor — Tasks are how you put those tests in front of candidates.

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.
  • Ticket — a candidate’s slot in the task. Every candidate who participates in a task has a ticket that tracks their registration, access, and progress.
  • 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 gets a Ticket. When a candidate opens their link and starts, an Assessment begins and they are guided through each step.

The same test can be referenced by many tasks — a private proctored task for one group, an open self-registration task for another, a practice task with unlimited retakes for a third. The test definition is shared; each task controls the delivery.

Creating a Task

You can create a task from two places:

  • Tasks menu — navigate to Tasks and click Create Task.
  • Publish Test shortcut — from inside the test editor, click Publish Test in the navigation panel. This opens the task creation dialog with the test already added as a step.

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.