Photo Task

The following steps explain how to edit and activate a Photo Task after it has been added from the Task Index. 

1. From the Tasks page in your Education Harvester, click on the row for the Photo Task. 
2. Then, select the Edit button.

3. In the task editor, modify the following: 

• Task Title: This is the name users will see on their Task List. 
• Due Date: Sets a visual (not enforced) deadline for users. 
• Status: Set to Active to make the task visible to users. 
• Task Order: Determines the position of the task on the Task List.

4. Apply these optional filters: 

• Course Filter: Filter the task to presentations with a specific Course Name. Course Names can be added or updated in Worksheet E (Course Name column). If you migrated data from Scorecard, this dropdown usually reflects Scorecard Submission Types.

• Track Filter: Use checkboxes to filter by Track(s). Tracks can be managed in the Core Details panel of each presentation or updated via presentation-focused worksheets.    

• Build Code Filter: Filter presentations using Build Codes: 
  • P = Presentation 
  • G = General 
  • H = Hidden 
  • M = Session

5. Control the task availability.

• Cutoff Date: Prevents users from submitting after a specific date. For example: Set this to August 1 to block submissions after July 31. 

6. Update Auto-Email Administrator(s) field with one or more email addresses (separated by semicolons) to receive a notification each time the task is completed, if desired
7. Customize the Instruction text displayed to users.
8. Adjust the Text Label on the Continue button, if desired.
9. If the photos collected through the Photo Task need to meet specific width and height requirements, toggle Force Photo into Acceptable Image Width/Height to Yes. If no size restrictions are needed, toggle it to No.

10. Adjust the minimum and maximum acceptable image file size, if desired. 
    • The default maximum is 100 KB, which helps ensure good-quality images, but you may increase this limit if necessary. 
    • Entering '0' for either value, the system will ignore file size restrictions entirely.
11. Specify which image file types users are allowed to upload. 
    • By default, only .jpg and .png formats are selected and recommended. 
    • If no file types are selected, the system will not enforce a file type restriction.
12. To allow users to opt out of uploading a photo, toggle Offer Option to Opt Out of Upload to Yes.
    • If the opt-out option is enabled,  customize the label text that appears next to the opt-out checkbox.
13. Customize the Label for Upload text that will appear above the photo upload field, if desired.
14. Update the Legal Disclaimer Text that users will see before uploading their photo, if desired.
15. Filter by Role or User (Optional)

• Role Filter 
  • To see which roles are active, navigate to the Settings page, expand the General tab and select Role Filter. 
  • In the task editor, select only the roles you want the task shown to.
• Speaker Filter 
  • You may also assign the task to specific users by selecting names from the user list.

16. Finalize and Test

• Select Update Task in the upper right corner of the page to save your changes. If any required fields are missing, a warning message will appear at the top of your screen.
• Test the task by logging in as a user to ensure everything is working as expected.

17. Hide the Task from Users (Optional) 

• To temporarily hide a task from users, toggle the eye icon next to the task title. 
• The row will turn pink, indicating it is hidden from users but still visible to administrators.

If you have questions or need any assistance, please reach out to your Project Manager.