IMPORTANT: This article covers covers Review tasks with the Editing Mode set to Shared and Review tasks without Item Editing enabled.
NOTE: Only users with the Review Assignee permission can work in Review tasks. Assignees who are also users with a Manager permission also have task manager abilities for all respective task types, read Working as a task manager and 'Tasks permissions' in Creating a new rolefor more information.
Review tasks allow you to inspect an item list on an item-by-item basis. As an assignee, you can vote on the quality of included items. If Item Editing is enabled, you can edit items in the task. In a Shared Review task, all assignees work on the same copy of the item. This means you can see your teammates’ work.
This article explains how to work in a Shared Review task as an assignee, including how to edit and vote on items.
In this article
1. Open the task
NOTE: If you have both Assignee and Manager permissions, select Own Tasks on the All Tasks / Own Tasks toggle to only see tasks that are assigned to you.
On the Tasks list, select the Review task you want to work on. The task details panel displays the task’s description and doughnut charts representing the number of submitted items and days until the deadline. You can also download attachments if the task has any. For more information, read About the Tasks screen.
TIP: To find a specific task, you can search, order, and filter the Tasks list. For more information, read ‘Finding tasks’ in About the Tasks screen.
Select Open Task to open the Item Review screen and start working on the Review task. This changes the task’s status to In progress.
2. Preview an item
The Item Review screen contains all items in the associated item list. Items are displayed in the test driver, allowing you to see the items from a candidate’s perspective.
Navigating between items
There are multiple ways to navigate between items in the task.
Select an item breadcrumb on the item navigation panel to go to another item.
Alternatively, you can enter a specific item number into the Go to item field to navigate directly to that item.
If an item is in an item set, you can enter a decimal (such as 1.3) in the Go to item field to navigate directly to that item.
You can also select Previous and Next to move through the item list.
NOTE: If you have item language variants enabled, a warning message is displayed where the selected item does not have a language variant for the task’s designated language. For more information on language variants, read Creating and managing language variants.
Previewing items in table view
You can switch between the standard list view or a table view.
Select the Table icon to open table view.
The table view sits above the item preview and lists up to 10 items per page. Select an item from the table to preview it below.
Filter the order of items in the table by selecting the Filter icon on the Question Type, State, Flag (), and all default and custom tag group columns. Choose your filters and select OK.
You can also sort your items by item list position (Item), Item Name, and number of Comments (). Select the corresponding column header to sort.
IMPORTANT: The State, Flag, and Comments columns only reflect changes applied by lead assignees. The Comments column is the number of Public Comments on the item; Task Comments are not included. Any changes to an item’s tags are only reflected in the table if a final decision on the item has been made by a lead assignee.
If any changes have been made to an item by a lead assignee while you are using the table view, select Refresh data for the changes to be reflected in the table.
The Next and Previous buttons load items in the order they are sorted and/or filtered in the table, rather than by item list position – as happens in the standard list view.
Select Reset and choose between Reset filters, Reset sorting, and Reset filters and sorting, before selecting Reset to reset the table accordingly.
Use the expander at the top of the screen to collapse the task information header and expand your view of the table vertically. You can also click and drag the separator between the table and loaded item preview to adjust your view of both.
To view the currently selected item in full, use the expander at the bottom right of the table view, above the loaded item preview.
Select the List icon to return to the standard list view.
The order of items in list view always remains the same. Any sorting or filtering applied in table view are still applied the next time you open table view.
Viewing the item’s settings
Use the item information panel to view the item’s settings. Expand the following section for more information.
The following table details each available setting:
Icon
Setting
Description
Item Settings
View information about Item Version, Item Purpose, Marking Type, Mark, and Correct Answer.
View the item’s comments. Public Comments are item comments and Task Comments are comments left by other assignees within the task. For more information, see Leaving comments on items.
NOTE: Correct answer may not always show as it depends on the item type.
Use the resizer () to change the panel width.
Select Undock to pop out the dialog windows for any information available in the panel. Select and drag the dialog window to move it around the screen.
Select Dock to return the dialog window to the right-hand side panel.
Flagging items
You can flag items to mark them for an action at a later time.
Select Flag when editing or previewing an item to mark it for later action.
Flagged items are indicated by a flag () in the item navigation panel.
To remove a flag, select Unflag .
NOTE: Lead assignees can see which items are flagged, and add or remove flags themselves.
IMPORTANT: You are warned if you attempt to complete a Review task with items still flagged.
3. Edit the item
NOTE: This only applies to Review tasks with Item Editing enabled.
If Item Editing was enabled during task creation, you can amend items from the Item Review screen. Select Edit Item to go to the Edit screen.
After saving the item, your changes are reflected in Item Authoring. However, the item will be locked for editing until the task is finalised by the lead assignee or manager.
WARNING: You cannot edit items that have received a final decision from the lead assignee. If the lead assignee wants to edit or make a final decision on an item you are currently editing, they may choose to remove you and discard your changes.
NOTE: If item language variants are enabled, the Edit Item button is unavailable for items that do not have a language variant for the task’s designated language. Only lead assignees are allowed to edit tags, tag collections, and enemy items of language variants. For more information on language variants, read Creating and managing language variants.
About tracked changes
Task managers can enable tracked changes at the task creation stage to record certain text edits made to items as part of the task. Additions and deletions are colour-coded by user and tracked in question stems, answer options, and the Candidate Feedback field.
If Track Changes is enabled, any changes you make to an item are highlighted.
Changes made by different assignees appear in different colours.
Hover over highlighted text to see who made the change and when their first and last edits were.
You can choose to show or hide tracked changes by selecting ShowTracked Changes / Hide Tracked Changes on the Advanced formatting toolbar.
4. Vote on the item
Use the Reject , Advise , and Approve buttons to record your verdict on an item. Lead assignees can view this voting data to make a final decision on each item.
Select Reject for poor items that do not meet the standards for testing.
Select Advise for items that will be suitable for testing after minor amendments, but are not satisfactory in their current state.
Select Approve for items that need no corrections.
Selecting a voting option opens a dialog that asks you to explain your decision. To register a Reject or Advise vote, you must provide an explanation of no more than 4,000 characters. Approve votes do not need an explanation. Select Confirm to move to the next item in the list.
NOTE: Voting comments in Shared Review tasks do not appear in the item history.
The item’s breadcrumb updates to indicate that a vote has been recorded.
Vote
Breadcrumb
Colour
Icon
Approve
Green
Check
Advise
Amber
Exclamation mark
Reject
Red
Minus symbol
NOTE: Confirming a vote overrides any previous votes on the item.
5. Close the task
After voting on all items, you can close the Review task.
Select Return to Tasks to close the task and return to the Tasks screen.
6. Complete the task
Select Complete Task in the task details panel once you have closed the task.
This changes the task’s status to Complete.
Marking a task as incomplete
You can mark a task as incomplete if you incorrectly select Complete Task or the task needs to be worked on again.
IMPORTANT: Tasks can only be marked as incomplete before their end date.
By default, completed tasks are not shown in the Tasks list. To display completed tasks on the Tasks list, open Filter and select Show Completed.
Find and select your completed task. Select Mark as incomplete to mark the task as incomplete. The task’s status reverts to In progress.
Further reading
For more information on Review tasks, or working in other task types as an assignee, read the following articles: