In the new task view formatted text annotations are an important part. By adding useful information to the task overview you can effectively guide participants through the task. You can add a regular text annotation, which automatically combines with a formatted standard introduction, or your own formatted text annotation (with variable data, headlines, bullet lists, links and more). These two options are described below. Described in a separate article, you can also add a table containing selected form data to highlight inportant form information.

Text annotations in the task view

By default a task overview takes upp two thirds of the task view. The view can be configured to show for example a form instead, but the overview will always be available form the right side panel.

The task overview automatically contains task information. It also displays text annotations and formatted text annotations to guide users through the task.

Add regular text annotations

Follow these steps to add a regular text annotation:

1. Add a text annotation to a task.

2. Right-click on the annotation symbol and choose Edit.

3. Type your task information in the annotation symbol.

When the process is run, a default text will be displayed before your annotation. See below.

[task name]
[instance name]
Complete [task name] for [instance name]. Add any required or optional information if you are required to do so.
Save and complete the task when you are finished by clicking on the button Complete Task.
To perform this task:
[your regular task annotation text]

Language of the default annotation text

The default text is always displayed according to the language settings of the participant.

Add formatted text annotations

Formatted text annotations allows formatting, such as headlines, bullet lists and links. Follow the steps below to add a formatted text annotation. NOTE: If you add a formatted text annotation any regular annotation and it's default text will be overridden.

1. Add a text annotation to a task.

2. Right-click on the annotation symbol and choose Properties. In the Properties panel, click on AnnotationFormattedText under TextAnnotation. Then click on the three dots to the right to open an editor.

3. In the editor, type your instructions and use the markup language Markdown (Wikipedia article) to add for example headlines, bullet lists and links to describe the task to its participants. Paragraphs are separated with blank line, as usual, but line breaks without blank lines is a little bit special. See a number of examples below. You can also insert variable data, such as form field content or task and instance information.

Markdown examples  

# First-level heading
## Second-level heading
### Third-level heading
*emphasis*  (italics)
**strong emphasis**  (boldface)
* An item in a bullet list
    * A list subitem, indented with 4 spaces
[link text](url)  (for example [Barium Live](
space+space+enter  (line break: two blank spaces followed by a line break (enter) results in a line break)


Variable examples

$[DataID].[FieldName]$ (form field data)

NOTE: To use form field data you must use DataIDs and FieldNames. Learn more about it in the Picking up form data: DataID & FieldName article.