Task Building

Creating a Task: Step-by-Step Guide
Creating a Task: Video Walkthroughs
Additional Task Creation GIFs
Form Elements
Task Examples
Full Task Glossary

Creating a Task: Step-by-Step Guide

1. Access the Task Creation Interface: Navigate to the ‘Tasks’ section in your Duel dashboard and select ‘Create New Task’.
2. Define Task Details:
   1. Name: Enter an internal name for administrative purposes.
   2. Reward/Title: Specify the title and primary call-to-action that advocates will see.
   3. Pre-Completion Instructions: Provide a description and any necessary details for task completion.
   4. Pre-Completion Guidelines: Add additional guidelines that advocates can view by clicking “Show More”.
   5. Post-Completion Instructions: Include any information or next steps after task completion.
3. Set Audience and Availability:
   1. Audience: Determine which group of advocates can view and complete the task.
   2. Start/End Date: Schedule when the task will be available.
   3. Unlisted: Opt to make the task accessible only via a direct URL, keeping it hidden from the main portal.
4. Add Action Steps: Define the specific actions advocates need to take to complete the task. Each task requires at least one action step. See all action steps here.
5. Configure Additional Settings:
   1. Auto Moderate: Enable to automatically approve task submissions without manual review.
   2. Multiple Completions: Allow advocates to complete the task multiple times, specifying the frequency.
   3. Labels: Assign labels for organisation and tracking; labels can also attach specific graphics like icons or banners.
   4. Pin to Top: Keep the task at the top of the list, even after it’s been opened by an advocate.
   5. Promote: Set a priority level to determine the task’s position in the task listing; higher numbers place it higher.
6. Preview: have a look at the task using the preview button
7. Save and Publish: Review all configurations and, when satisfied, publish the task to make it available to the selected audience.

Creating a Task: Video Walkthroughs

Social Post Task Walkthrough

Social Evidence Task Walkthrough

Additional Task Creation GIFs 

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 

Full Task Glossary

Below is a detailed overview of the various settings and options available when creating tasks. Please note that fields marked with an asterisk (*) are mandatory for publishing a task.

General Settings

• Name * – An internal designation used for administrative management. It may also be identical to the Reward/Title.
• Reward/Title * – The title and primary call to action that advocates see in their dashboard.
• Show Completions in Reward Listing – Shows the task in the rewards tab in their portal after successful completion. Not recommended unless a task has a reward attached, as applying it to all tasks will lead to a cluttered rewards window.
• Promo Code Reward – Attaches a promo code as a reward, which is distributed upon task completion.

Task Copy

• Pre-completion instructions * – The main task description shown when an advocate opens the task, including key details for completion.
• Pre-completion guidelines – Additional details that advocates can view by clicking “Show More.” Typically used for program-wide guidelines.
• Post-completion instructions * – Displayed after an advocate successfully completes the task. A brief thanks is recommended.
  • If a reward is included for completion then it's essential to include specific details such as, “£50 reward voucher valid on full-price items only.” as this is the copy that shows in the advocates rewards tab.

Task Visibility & Availability

• Audience * – Specifies the advocates eligible to view and complete the task, with options to segment by groups, tiers, or labels.
• Unlisted – This option restricts access to the task by making it available only through a direct URL, hiding it from the main task listing.
  • It is commonly utilised for exclusive or invite-only tasks that are shared via email or direct messages.
  • Audience filters continue to be enforced for unlisted tasks.
• Start/End Date – Allows scheduling start and end dates for tasks, this shows in the portal to the advocate, such as 7 days left and good for engagement. 

Task Completion & Moderation

• Action Steps * – Specifies the required actions that an advocate must undertake to successfully submit the task. Note that a single task can consist of multiple action steps. See list of Action Steps above.
• Auto Moderate – Automatically approves task submissions, eliminating the need for manual review. This feature is typically used for low-value tasks and can be accessed through the three-dot menu in the action step.
• Multiple Completions – Allows tasks to be completed more than once, with configurable frequency settings.

Task Organisation & Prioritisation

• Labels – Primarily used to attach Icons & Banners to tasks, can also be used to categorise tasks.
• Pin to Top – Maintains the task's position at the top of the list, even after it has been opened by an advocate. By default, tasks are moved to the bottom of the list once they are opened.
• Promote – Determines the ranking of tasks on the listing page, where higher numbers correspond to a more prominent position. A value of 99 indicates the highest placement, while a value of 1 signifies the lowest.