# Task Types & Assignee Gating

## How to select a task type

When you are [creating-your-first-bounty](https://dework.gitbook.io/product-docs/guides-for-orgs/creating-your-first-bounty "mention"), you click on the  `Permissions`  button and choose from the different options for how you would like contributors to engage with your task.

![Click on Permissions to setup the task type](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2F6f4DahmxDdNkn9j02WiV%2FTasks-Types-00.5.jpg?alt=media\&token=2bc7a1ca-bc98-44c2-adb2-d4eeaffed790)

Currently available permission types for tasks are:

[#assign-someone](#assign-someone "mention")

[#multiple-submissions](#multiple-submissions "mention")

[#open-to-application](#open-to-application "mention")

[#direct-claiming](#direct-claiming "mention")

![Task permissions overview](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2Fzl6riczpEsFoUSxGI5vm%2FTasks-Types-01.jpg?alt=media\&token=d8831427-0531-40fe-9674-fc127623b79c)

## The different permissions

### **Assign someone**

With this option you can manually select contributors who are already in your organisation or follow it. They will then be assigned to the task so they can update the status as well as make submissions.

![Selecting an assignee from the list of contributors on your project](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FkKDcSo3iwPApl49sZowX%2FTasks-Types-02.1.jpg?alt=media\&token=33bf7425-ee34-4485-ba90-ec048c22d951)

{% hint style="success" %}
**Tip**: This is great for cases where you know who you want to assign a task to, or for paying out a salary where you add a new sub-task per week/month
{% endhint %}

![Contributor's view of the assigned task](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FGdHIAsKLqCfVrLxiUCYO%2FTasks-Types-02.2.jpg?alt=media\&token=861a5aa8-5544-4963-9318-01be00c5c859)

{% hint style="info" %}
**Note**: You can search for an assignee by typing their name in the  `Assignee`  dropdown and it will automatically filter as you type.
{% endhint %}

### Open To Application

With this option selected for the task's gating, all contributors will have to apply to the task before they can be assigned to it.

{% hint style="info" %}
**Note**: You can even reserve applications for selected Discord roles, click New role to create a Dework role, or use the default `Anyone` so anyone in or outside your organisation can apply.
{% endhint %}

![Select options for who can apply for the task](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FfgFDdkzLj4L2YGGFLnPe%2FTasks-Types-03.1.jpg?alt=media\&token=b84e1cf3-993d-453e-9fd6-57cb229620d4)

There are two additional  `Advanced`  features you can use for  `Open to Applications`:

1. **Custom Application Form**: With this you can enter (rich-formatted) prompts for the application that will show up in our standard Dework application form
2. **External Application Form**: If you have an existing process or want to receive applications outside of Dework on special forms or tools, you can use this to link the  `I'm Interested` button that contributors will see to your external application instead.

<figure><img src="https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FHj11Ucz8S4mhHY8uoWQ7%2FTasks-Types-03.2.jpg?alt=media&#x26;token=9797c5f0-ab65-434c-b0ae-f79329d0a903" alt=""><figcaption><p>Add a custom application form or link to an external form</p></figcaption></figure>

{% hint style="success" %}
**Tip**: This is great if you want people to follow a process and be evaluated for a task based on certain criteria you set out as part of your task description.
{% endhint %}

#### Applying as a contributor

Once the task is created, a contributor can see it and click  `I'm interested`,  they will see a form pop-up that allows them to select a time period they expect to complete the task within, and also share any information or links that meet the requirements of the task ex. prior experience.&#x20;

![Contributor's view of open to application](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FkF4JF4a5KFaOfEFmyZ2P%2FTasks-Types-03.3.jpg?alt=media\&token=0d22ac4f-69c9-4969-b820-fcd14f57f018)

Contributors can also have the option of `Request funding` or `Peg to USD` if they want to negotiate the funding you may have already set, or to bid on the task.

![Contributor's application process](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FqVdibrAFMD9agBFIAn0i%2FTasks-Types-03.4.jpg?alt=media\&token=2ca2bcb1-9bb8-4e3f-8336-486b575ff37b)

Once the application is made, it will show  `Requested`  on the task card, and log the information in the card  `Activity` at the bottom. Reviewers of the task will also receive a notification in[your-inbox](https://dework.gitbook.io/product-docs/fundamentals/your-inbox "mention") on Dework itself.

{% hint style="info" %}
If you have setup the Discord integration, you will also see a  `Dework Task Applicants`  channel in your Discord with threads created per task for each applicant. This way you can chat with or further evaluate them before assigning, if needed.
{% endhint %}

![When a contributor has applied for the task](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FtYjN7JwDbrLgmVBbIgbE%2FTasks-Types-03.5.jpg?alt=media\&token=cf3a6e64-6048-4c63-9c36-2cc35e63a3bb)

#### Reviewing Applications

Managers of the project can then see all the applications directly on the card. They can then click on  `Assign`  to select the contributor that best meets the requirements or shows the desired level of skill.

![Manager's view of task applications](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FRLv8qbVTaifemlew3CPc%2FTasks-Types-03.6.jpg?alt=media\&token=ca30e310-587b-498b-b470-c8a175beec89)

{% hint style="info" %}
**Note**: Clicking  `Assign`  against a specific contributor will show a dialog where you can select to assign  `Just One`  applicant to the task and remove all other applications to the task. If you select  `More than One`  you can select multiple applicants so they can all be assigned to the task and split the bounty evenly.
{% endhint %}

### Multiple Submissions

With this option any contributor can directly submit work without having to apply first or hold any specific role to get access.

{% hint style="success" %}
**Tip**: This is great for contest bounties, evergreen tasks, or bounties where you want a variety of submissions that you can select from or you're submitting to the parent task over time.
{% endhint %}

![Multiple submission for the task](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2F1aNf3vHYspPu8wawekWw%2FTasks-Types-04.1.jpg?alt=media\&token=a5a3d09a-570f-47fb-91bf-02864e171689)

Under the `Advanced` option, you can turn on the  `Custon submission form`  so that you can ask contributors to answer certain questions or follow a specific format in their submission.

#### Submitting to a Multiple Submissions bounty

Once the task is created contributors can make submissions directly by clicking  `Submit Work`  on the card.

![Contributor's view of multiple submission](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2F3yzvXboH4j5brjwkI77i%2FTasks-Types-04.2.jpg?alt=media\&token=778b54dc-c3dc-4404-a19d-1dbd9a9d9e98)

Once the contributor has clicked  `Submit Work`  they will see a popup that allows them to share links, files (via drag-and-drop) and images (via insert) along with markdown formatted text or via the shortcut key `/`.

![When a contributor submits their work](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FWawIwIqHXUlO7GmM4rkB%2FTasks-Types-04.3.jpg?alt=media\&token=817cbfe4-1b1d-47a1-876c-b29f05bfdded)

Once submitted, a contributor will see their submission on the card and can edit it, if required, by clicking within the  `Your Submission`  field and updating the contents before hitting  `Save`.

![A contributor can edit their submission if required](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FQ1i0C7lQUj5O2Xn7oVcO%2FTasks-Types-04.4.jpg?alt=media\&token=f8109aca-4446-4f44-b1cf-f03e14ea6a95)

#### Reviewing Multiple Submission entries

As a reviewer, similar to [#open-to-application](#open-to-application "mention"), you can approve one or more submissions as they come in or after a deadline

<figure><img src="https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FQlU7dtWoAnpIQHraX6XH%2FTasks-Types-04.5.jpg?alt=media&#x26;token=baae7914-4160-49cf-8611-2d7979afcb99" alt=""><figcaption><p>Manager's view of submissions</p></figcaption></figure>

Approving a submission will automate a few things for you:

* The submission will be moved to the  `Approved Submission`  section on the card
* A sub-task will be created on the task, and assigned to the approved submitter. It will replicate the parent tasks' Name & Bounty setting, and contain the submission as part of its Description.
* The sub-task's status will also have been set to  `Done` and will automatically show up in that column for you to pay, possibly by [batch-payments](https://dework.gitbook.io/product-docs/guides-for-orgs/manage-payments/batch-payments "mention")

<figure><img src="https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FMcj6qZoU7GwqoiWBUE4M%2FTasks-Types-04.6.jpg?alt=media&#x26;token=58a7e181-55eb-4e9c-b3e0-b769ef629df1" alt=""><figcaption><p>Approval of multiple submissions and the resulting completed sub-tasks automatically created </p></figcaption></figure>

### **Direct Claiming**

Direct claiming enables trusted contributors with certain Discord/Dework roles to self-assign if they have the specified roles you select.

{% hint style="success" %}
**Tip**: This is great for when you want to allow autonomy for team members or contributors with specific Discord roles that they have earned in your organisation&#x20;
{% endhint %}

![Select trusted contributors with certain Discord roles that can claim the task with not application](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FHFYOM6YYe5IqUBYM4bxA%2FTasks-Types-05.1.jpg?alt=media\&token=5e1940f3-6877-4538-8399-a01d1fca81e6)

{% hint style="info" %}
**Note**: Discord roles will sync from your server, you can also `Fetch latest Discord roles` for synchronization manually.
{% endhint %}

#### Claiming a task

When the task is created contributors who have the specified role(s) can click  `Claim Task`  to assign themselves to the task and start working on it.

![Contributor's view of direct claiming](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2F1DmCTnjmcmciktI48fVx%2FTasks-Types-05.2.jpg?alt=media\&token=8af6f2e8-693b-4c82-9d27-9138a0faa602)

#### Getting a role to claim a task

If contributors do not have the specified role(s), and the step for [featuring-a-role](https://dework.gitbook.io/product-docs/guides-for-orgs/featuring-a-role "mention") was done, they will see a prompt to get the role(s) required for the task.

<figure><img src="https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FeIf0bquYsvjjluNbanpB%2FTasks-Types-05.3.jpg?alt=media&#x26;token=d1704543-8b4e-48bf-95e5-1e581680b166" alt=""><figcaption><p>Contributor's view for when they don't have a role</p></figcaption></figure>

## Examples

Here you can see what each type of task permission looks like on a space's board in Dework; note the distinct icons for each of them to help you easily see what type of task permission it has.

* **First**: Open to Submissions
* **Second**: Open to Applications
* **Third**: Direct Claiming (Discord role-gating)

![Examples of the all the permission types for tasks](https://1687189122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmz45Sf20wOeXiwishs9R%2Fuploads%2FXiiMFv6EOQK6xtV77CHc%2FTasks-Types-00.jpg?alt=media\&token=969b6393-e4c9-45ef-bce3-0ecd114688a3)