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Using Bulk Task Creation

Introduction
After importing data into Codeit, sometimes it is useful to prepare a set of tasks for coding.
For example, as a Supervisor, you may want to pre-select the questions for coding and configure the necessary codeframes ahead of time.
This leaves your coders free to get on with the task of coding.
You can use the "Quick Start" function in Codeit to create tasks individually, or you can use the Administration section to perform fine-grained task manipulation.
However, if you need to create a number of tasks, then it may be more efficient to use the Bulk Task Creation Wizard to create all the tasks in one go. 


Bulk Task Creation Wizard
Codeit contains a "Wizard" to help you bulk create tasks. By working through the steps in the wizard it is easy to create set of tasks in one go.
You can access the wizard by clicking the "Add Task(s)" button either on the Project Dashboard:


or in the Tasks view of a specific project:



The wizard consists of 5 or 6 steps depending on where it is initiated from: 

1. Select Company and Project

This step allows you to select a company (if more than one company is available) and the project you wish to create a task/tasks in. 

Note: this step is only available if you click the "Add Task(s)" button on the Project Dashboard.


2. Select Variables
This step consists of three tabs and allows you to define the source, target and context variables associated with the task/tasks you intend to create. The tabs are identical in layout with the exception of the target variables tab, which allows you to create new target variables using the "Create target variables" button.


Clicking on the "Create target variables" button opens up a modal window which gives you a number of options when it comes to creating new target variables for tasks.

The first option available when creating new target variables is the option to create a new single target variable with a specified name. The second option allows you to create multiple target variables in a list format, and the third option allows you to automatically create target variables based on available source variables with a default or user-specified suffix.



If a variable is selected as a source variable in the source variables tab, it is unable to be selected as a target variable in the target variables tab.


Conversely, if a variable is selected as a target variable in the target variables tab, it is unable to be selected as a source variable in the source variables tab.


Context variables are not restricted; any variable available in the context variables tab can be selected as a context variable.



3. Select Codeframes

This step allows you to review the codeframes currently associated with the project they intend to create tasks in, or to add new codeframes.


Clicking the "Add codeframe" buttons opens a new modal window which gives you the a number of options to add a new codeframe to the project.


Assign Codeframes

This step allows you to assign codeframes from the "Codeframes" step to target variables from the "Select Variables" step. Please note that you can only assign codeframes to target variables.



Map Variables

This step configures how the task(s) to be created will be mapped out and allows you to map source variables to target variables, as well as attaching context variables selected from the "Select Variables" step.

A target suffix can also be specified to automate the mapping process if target variables are defined with a default naming convention.


Summary

This step provides you with a summary of the task(s) they are about to create. There are no steps after this; if the action is successful after clicking the "Save" button, the task(s) are created. 




Clicking 'OK' will return you to the Project Dashboard page. Please note: that your new tasks may not be available for coding immediately. Sometimes Codeit will need to run background processing (e.g. applying AI, running Text Analytics, translating verbatims, etc...) and you will need to wait for this to complete before commencing coding.

If the action is unsuccessful, an error message is displayed.





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