Opportunities

Tasks

Configure the work participants complete after passing screening.

Tasks define what participants actually do in your opportunity. After a participant passes screening, they're presented with the task you've configured.

Task Types

TypeDescriptionBest For
SurveyStructured questions answered in the appQuick data collection, opinion gathering
File UploadParticipants submit filesScreenshots, documents, code samples
InterviewAI-moderated voice conversationIn-depth qualitative research
ActivityAn in-app activity or an external link you provideUsability tests, your own survey tool
Schedule a callParticipant books a slot on your calendar linkHuman-moderated sessions
AgreementParticipant accepts terms or signs a documentNDAs and consent before work begins

An opportunity can string several tasks together in order, so you can combine these: for example an agreement, then a survey, then an interview.

Configuring Tasks

Survey Tasks

Surveys consist of questions that participants answer directly in the Terac interface. You can include various question formats and add instructions for each section.

File Upload Tasks

For file uploads, specify:

  • What files you need (type, format, size constraints)
  • Clear instructions on what to submit
  • Any examples or templates

Interview Tasks

Interview tasks use the AI moderator to conduct structured conversations. You'll need a research guide to define:

  • The discussion script the AI follows
  • Stimulus materials to show during the interview (images, videos, prototypes)
  • Expected duration

Multiple Tasks

An opportunity can contain several tasks, presented in the order you define. For example, you might ask participants to:

  1. Complete a survey about their background
  2. Upload screenshots of their workflow
  3. Participate in a follow-up interview

Give each task a clear, expert-facing title and description so participants know what they are agreeing to before they start.

Timing

Recruitment runs until you reach your participant target or you stop the opportunity, so there is no per-task deadline for you to set. Participants who start and go quiet are eventually marked abandoned or timed out and their slot is freed. If your fieldwork has to close by a specific date, say so during the feasibility check so recruitment is paced to hit it.

Review Methods

After participants submit their work, it is resolved according to the review method set on the opportunity:

MethodDescription
Manual reviewEvery submission lands in your queue and you approve or reject each one
Auto-approveSubmissions that complete the task cleanly are approved without a queue
Self-reportThe participant reports completion and that report advances the work

See Reviewing Work for the workflow.

What's Next?