Instructions and response

If you send a task for a partner to complete, you need to set instructions on the task. The partner will return a response to you.

Different task types do this in slightly different ways. The Collaboration - full illustrates the whole process.

Edit instructions

During task preparation, the Task section of the Task details screen shows an Edit instructions link. Use this to set the instructions.

Edit instructions

Provide Instructions and optionally upload one or more Attachments.

If you want to check the partner's response before the task is complete, set the Validate option.

Save the instructions.

View instructions and edit response

When you, as the partner, receive this task from a task owner, the Task section of the Task details screen shows a View instructions link.

View instructions

When you start the task, the Run section of the Task details screen show a View instructions and edit response link.

View instructions and edit response

View response

When a partner has submitted a response, the Run section of the Task details screen shows a View response link.

View response

Check the response before using Validate to accept the task or ask for rework.

The instructions and response are recorded as an event which can be seen in Chat. If rework is requested, you can retrieve earlier version of submissions from chat.

Variations

Different task types manage instructions and responses differently.

  • Collaboration - simple uses the task details in place of instructions. The response form is also used to submit the response.
  • Send has a different instructions form that defines what sort of response the partner should give.

Instructions and response forms are often changed in custom solutions.