Design the Task Interface using Custom Templating

For text collection tasks (a flexible task type for many NLP use cases), our custom templating tool allows you to use markdown to easily format how you would like to present your task. Note that currently only CSV uploads are allowed with our custom templating tool and the templating tool is strictly a formatter. To create tasks, you must use the "Upload Data" files upload area.


Editing the template

Our templating tool has two types of inputs: variables (which correspond to your CSV headers) and pages. Within each CSV uploaded, there will be a single task created for each row. For each row, every value will replace the corresponding CSV header variable in the markdown wrapped by {{ }}. For example in the above example, the row responsible for generating the task would look like

projectType reactionImage
text collection

and the markdown for that page is

This is an example of using the {{projectType}} template. You can also insert images using markdown! ![reaction image]({{reactionImage}})

The value from the "projectType" column, text collection, replaces all instances of {{projectType}} in the markdown page, and similarly, the value from the "reactionImage" column,, replaces instances of {{reactionImage}}.

After using this tool to set your template, you will be able to generate a sample CSV with the current headers of your template. Once you have a CSV ready with all the values you need, you will be able to create tasks after finishing up the taxonomy and project instructions sections. At this stage in project creation, you can choose to upload your CSV data before completing the other sections or you can complete the other sections first and use the "Upload and Create" batch option.

Updated 5 months ago