Task Building

How to create tasks

Create Task
Action Steps
Task Field Glossary
Video & Gif Walkthroughs
Form Elements
Task Examples

This article assumes you have a understanding of tasks and will focus exclusively on their creation. For those seeking a refresher on tasks and best practices, see our article: Task Overview

Create Task

Action Steps

Every task that you create must include at least one action step, which represents the specific action that an advocate takes within the Duel portal. Below is a detailed overview of the various action steps available:

Action Step	Description	Typical Usage	Notes
Image Upload	High quality photos upload	Uploading a specific brief at full resolution
Evidence	Low quality/unusable image upload	Uploading screenshots
Data Collection	Form elements	A wide range of uses, data collection can be link to other action steps also.	See further details below
Social Follow	CTA through to social accounts	Get advocates to follow specific social accounts
Facebook Post	Post on Facebook	Social posts work much in the same way as each other. In short the way Duel scans for the correct post on an advocates profile is via the hashtags and mentions added to the action step. We recommend a unique hashtag for each task on the same social platform. This action step requires the post to be public.
Instagram Post	Post Grid, Carousel or Reel on Instagram		IG Stories not currently supported use Social Evidence
Pinterest Post	Post on Pinterest
TikTok Post	Post Video on TikTok		Photo Slides not currently supported use Evidence
YouTube Post	Post on YouTube		Shorts not currently supported, use Social Evidence
Twitch Post	Post on Twitch
Strava Post	Record Strava Activity		Check action step for supported sports
Social Evidence	Evidence action step that tracks as social post in dashboard	IG Story & YouTube Shorts currently supported	These action steps also track social stats as the dashboard
Call to Action	Call to external link	Link through to a specific newsletter	CTAs can be moderated in bulk via list of email address upload
Vote	Advocates vote on their favourite between pieces of UGC	This easy to complete task is good for engagement	Will rank UGC in order of votes can be used to auto populate galleries
Task Referral	Historical Feature	Superseded by Referrals and affiliates	Not commonly used

Task Field Glossary

See breakdown below for the different settings/options when creating tasks.

Not all of these settings/options are required to publish a task. The field names bolded & italicised are the minimum requirement.

Field	Description	Notes
*Name*	Task name for internal/admin purposes	These can be the same
*Reward/Title*	Title and primary call to action advocates see in the dashboard	These can be the same
Show completions in reward listing	On successful completion show the task in reward window Not recommended unless a task has a reward attached	Having this on for all tasks clutters up the reward window and rewards can get lost
Promo code reward	Attach a promo code as a reward to be distributed upon successful task completion
*Pre-Completion Instructions*	Copy shown when a task is opened. The main description of the task and any details users will need to complete it. This is anything above the “Show More” button for the end-user	This is commonly task specific instructions
Pre-Completion guidelines	Additional copy displayed after the “Show More” button is clicked by an advocate	This is commonly programme specific guidelines
*Post-compleation instructions*	Copy is shown after a user has successfully completed the task Important to include any particulars if the task is distributing a reward	e.g £50 only valid on full price items
*Audience*	What cohort of advocates are able to see/complete the task. As well as points rewarded for a successful completion	This can be broken out as groups, tiers or labels
Unlisted	Unlisted tasks once published can only be accessible via the task URL. The task is not visible in the portal	These tasks are generally distributed via email or message and used to send specific tasks to individuals
Start / end date	Tasks can be scheduled start and end dates
*Action steps*	Actions steps are the activity an advocate needs to complete to submit the task, tasks can have more than one action step
Auto moderate	Auto moderation will mark a submitted task as completed immediately without need for human moderation Access via the three dot menu on the task action step	Common usage is low value tasks that don't require human moderation
Multiple Completions	Tasks can be set to be repeatable with a range of timeframes and options
Labels	Labels can be used to mark particular groups of tasks used primary when exporting task completions and tracking performance Labels can also be used to attach graphics, primarily icons and banners to specific tasks	Task Icons Task Banners
Pin to top	Pin to top keeps tasks in their original position after they're opened by an advocate, default behaviour will drop the task to the bottom of the list if it's opened
Promote	Functions as a way to order tasks in the tasks listing page, higher numbers equal higher positions	99 is the maximum (highest) position and 1 the lowest

Video & Gif Walkthroughs

Social Post Task Walkthrough

Social Evidence Task Walkthrough

How to add an image or gif to a task

You can view a preview of the task in the bottom right corner to see how it will appear to advocates on the front end.

How to Bold & Italics text

How to Hyperlink

How to add a Video

Videos must first be uploaded to either YouTube or Vimeo. Once uploaded, use the video ID found in the URL bar to link the video. You have the option to set these videos as unlisted if desired.

How to add promo codes as a reward

See more reading on promo codes here

Form Elements

Form elements are essential components that allow us to store and interact with user input in a variety of ways. They can be set up within a task or as part of the signup/application form.

See dedicated article for more detailed information here.

Task Examples

See our Task Index for a range of task examples