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How to invite candidates

Updated

There are two ways to manage access to a TASK™ session

  • Closed session: Recommended if you have a list of candidate emails, names, and surnames. Emails are sent from the TASK™ platform offering a streamlined experience for candidates.
  • Open session: Generates an access code, which must be shared by the administrator. Candidates create their own accounts and manually enter the code.

 

Closed session (default) - Inviting candidates

You can prepare your candidate list in four ways:

  1. CSV file upload (recommended for large sessions)
  2. Search in the database (for candidates who have been invited to TASK™ before)
  3. Copy / Paste from Excel
  4. Manual addition

 

 

CSV file upload

Recommended for sessions with more than 500 candidates.

  1. Download a CSV template from the platform. If you include metadata (cohort, tags, etc.), make sure it matches the platform terminology exactly.
  2. Select your completed CSV file to upload.
  3. Confirm the list of candidates.
  4. Click Add to session and confirm to finalize.

 

Search in the database & Reinvite candidates

You can invite candidates who have previously participated in TASK, by A) selecting individual candidates (Select candidate) or B) choosing a group of candidates from another session (Select session) for a bulk reinvite.

 

A - Select individual candidates
  1. Search for specific candidates by name or filter as needed.
  2. Select candidates individually or click Select all.
  3. Click Add to session to include them in your current session.

 

B - Reinvite a group of students per their assessment status

Useful if you want to re-invite, for example, all students who didn't participate in a previous session. 

  • Choose the session from which you want to reinvite candidates.
  • Confirm that the number of participants is correct.
  • Match the session language to the original invitation.
  • Select candidate statuses for reinvitation (you can select multiple).
  • Click Add to session and confirm.

A verification page will be shown in both cases. Click "Invite candidates" to confirm. 

 

 

Copy / Paste from Excel

Recommended for sessions with fewer than 500 candidates.

  1. Prepare a spreadsheet with columns in the correct order: Email, Last name, First name, Cohort.
  2. Select all rows in your spreadsheet.
  3. Click the first cell on the TASK platform and paste the data.
  4. Confirm the list of candidates.
  5. Click Add to session and confirm.

 

 

Manual addition

You can add candidates directly in the platform if needed.

  • Type their email, last name, and first name in the table. Click + to confirm each entry.
  • Make sure all candidates are selected.
  • Click Add to session to finalize invitations.

 

Open session – Share a session code

For candidates to join without direct invitations:

  1. Enable the Open session toggle when creating a session.
  2. Copy the session code and keep it for sharing.
  3. Set the maximum number of candidates allowed.
  4. Share the code and the sign-up link (task.sulitest.org) with candidates.

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