The "Get a Recommendation" task is useful when applicants are required to provide a reference or multiple references.
- How to Create a Get a Recommendation Task
- Basic Information
- Stage & Group
- Behaviour
- Recommenders
- Metadata
- Visibility
In order to create this task:
- Click on Edit your Site
- Go to Workflow Designer
- Locate the bottom of the stage you wish to add the task to.
NOTE: If you haven't added any stages to your site, Add a New Stage - Select the dropdown icon located in the "Add a new task" field.
- Select the applicant group you want to add the task for.
- Select "Get a Recommendation"
- Select the "Create Task" option.
- Go to Basic Information and Set a Name for your task
- Go to Stage & Group and set the applicable settings
- Go to Behaviour
i. Decide if your task will be Required
ii. Decide if your task will have a Deadline - Go to Recommenders
i. Choose which recommender group this invite will send to - Go to Visibility
i. Decide if this task will be visible to your reviewers or recommenders in the site. - Save the task
- Once you have created your Get a Recommendation, you will need to create a task for your Recommenders to complete.
The Basic Information tab provides a quick overview of the elementary descriptions (Title and Description) associated with the task.
| Setting | Description |
| Name | The name of the task - how it will appear to Applicants within their submission. |
| Set a Description | This description is shown to applicants who complete this task. Specifying a description is optional. When checked, the Visual Editor is displayed, which allows the content to be formatted accordingly |
The Stage and Group tab allows the administrator to select which stage the task will be in, as well as the group the task should be applicable to.
| Setting | Description |
| Stage |
The specific stage the task should be affiliated with can be selected from this drop down menu. NOTE: This will be set by default based on the stage the task was created in |
| Group |
The Group this task should be assigned to can be selected from this drop down menu. NOTE: This will be set by default based on the group the task was created for |
| Access Level |
Who should have access to this task. NOTE: This setting will be available if you had an Add Members task within your site. |
| Submission Categories |
Select Submission Categories to ensure that only submissions within those categories are able to view and edit this task. NOTE: This setting will be available if you have created submission categories within your site. |
| Assign to All Current and Future Awards |
In an awards site, select to ensure that this task will appear in the Workflow of each award NOTE: This is only available in an Awards platform |
| Awards |
When the above option is disabled, select the specific award(s) that this task should be available for. NOTE: This is only available in an Awards platform |
The Behaviour tab presents critical options that affect the visibility of the task, as well as its importance.
| Setting | Description |
| Required |
This option makes the task required to progress further in the contest. It is not possible to submit the application if a required task has not been completed. You can also refer to our article on What is the Difference between Required Tasks and Pre-Requisites? |
| One-time only |
Use this option if you only require to complete this task once. The task data will be synchronized with all other submissions belonging to the applicant. |
| Disable Backwards Sync |
This option will stop task data from propagating to a user's other submissions when editing a one-time task. |
| Viewable upon completion |
This option will determine whether the user can view their task after completing it. |
| Editable after completion |
This option allows the applicant to continue making changes to this task after initially completing it. |
|
Editable after deadline (or before start date) |
This option will allow the applicant to continue to make changes to this task after the deadline has been met. |
|
Allow Deletion |
This option will allow the applicant to clear completion data of their tasks. |
|
Viewable before eligible |
This option will determine whether an applicant can see a task before they can complete it (i.e. before or after a start date or deadline). |
|
Set a deadline |
Deadlines dictate when a user must complete this task by NOTE: For more information in regards to this you can refer to How to Set Deadlines within your site |
|
Set a start date |
Start dates dictate when a task can be completed. |
| Prerequisites |
The prerequisites option allows an administrator to dictate that an applicant must complete other tasks before being allowed to complete the current task. These tasks can be selected within the box under 'Prerequisites'. You can also refer to our article on What is the Difference between Required Tasks and Pre-Requisites? |
| Setting | Description |
| Recommender Group |
If you have multiple recommender groups in your site, set which group this get a recommendation is associated to. This will ensure that the Recommendation task that is created for the group will be linked to this invite. |
| Extra Information |
Selecting this option allows applicants to fill in a "How do you know this person?" information question. |
Select the additional metadata for the recommender to answer.
NOTE: This tab will only be visible if metadata has been added within your site.
The Visibility tab allows the administrator to specify which groups this task will be visible to.
| Setting | Description |
| Modify Visibility |
This option will allow you to hide this task from users in specific groups. |