> For the complete documentation index, see [llms.txt](https://support.referralhero.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.referralhero.com/campaign-builder/tasks.md).

# Tasks

ReferralHero Tasks allow administrators to create custom activities that subscribers can complete as part of a campaign.

Tasks provide a flexible way to engage subscribers through additional campaign activities and track participation beyond standard referral actions.

### Task Setup Workflow

Setting up Tasks involves several steps across the ReferralHero admin dashboard.

**Step 1: Enable Tasks**

Go to *Campaign Builder > Goal* and enable **Enable Advocate Tasks** in section *#4: Do you want advocates to complete tasks for rewards?*

Enable this option if you want advocates to complete tasks as part of the campaign and unlock rewards based on task completion.

<figure><img src="/files/dqh97SBf21WTPFb9PSaP" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Tasks are available only for **Conversion Event** campaigns.
{% endhint %}

**Step 2: Configure Tasks**

Administrators can configure each task by defining how subscribers complete the activity, how completion is validated, whether approval is required, the number of allowed submissions, and the task status.

Go to *Campaign Builder > Tasks* and click **Add a Task** to create a new task.

<figure><img src="/files/dMtjgBwcA2kKWg3meduk" alt="" width="365"><figcaption></figcaption></figure>

The **New Task** form includes the following configuration options:

<figure><img src="/files/bFttItf2Vg1UtmDy4Gps" alt="" width="375"><figcaption></figcaption></figure>

<table data-search="false"><thead><tr><th width="265.5999755859375">Configuration</th><th>Description</th></tr></thead><tbody><tr><td><strong>Icon</strong></td><td>Upload an icon for the task. PNG, JPG, or SVG formats are supported. A simple square icon with a transparent background is recommended</td></tr><tr><td><strong>Task Name</strong></td><td>The name of the activity shown to subscribers</td></tr><tr><td><strong>Description</strong></td><td>Additional instructions or details about the task</td></tr><tr><td><strong>Task URL</strong></td><td>The link subscribers will open to complete the task</td></tr><tr><td><strong>Validation Requirement</strong></td><td>Defines how subscribers provide proof that they completed the task</td></tr><tr><td><strong>Approval</strong></td><td>Determines whether the task requires administrator approval</td></tr><tr><td><strong># of Submissions</strong></td><td>Defines how many times a subscriber can submit the task</td></tr></tbody></table>

After completing the required fields, click **Create task** to add the task to the campaign.

**Step 3: Configure Task Rewards**

Tasks can be used as a reward condition.

Go to *Campaign Builder > Rewards > Rewards for Advocates* and enable **Unlock reward for completing a task**.

This allows advocates to unlock rewards after completing the required tasks.

<figure><img src="/files/yArImf4XKl6ax1C1GqpQ" alt=""><figcaption></figcaption></figure>

**Step 4: Display Tasks on the Advocate Dashboard**

Tasks can be displayed using the **Tasks** element in the Widget Builder.

Go to *Campaign Builder > Widget Builder > Advocate Dashboard > Dashboard* and add the **Tasks** element to display available tasks on the advocate dashboard.

<figure><img src="/files/aV5bpHUeKRgCfVrVl8kc" alt=""><figcaption></figcaption></figure>

* The **Choose Task** dropdown lists all tasks configured within the campaign
* Once a task is selected, the widget preview automatically populates with the information configured for that task
* Multiple Tasks elements can be added to the advocate dashboard

### Manage Task Submissions

Once subscribers submit tasks, administrators can receive notifications, review submissions, and update task statuses from the ReferralHero admin dashboard.

**Task Submission Notifications**

Administrators can receive an email notification when a subscriber submits a task.

To enable task submission notifications:

1. Go to *Manage Access*.
2. In the **Email Notifications** dropdown, select **New Task Submission Notification** for the administrator who should receive the notification.

<figure><img src="/files/YSZ61NQK5ygMTbP7fHYU" alt=""><figcaption></figcaption></figure>

Once enabled, the selected administrator will receive an email notification when a new task submission is received.

**Task Statuses**

Tasks can have the following statuses:

* **Submitted**: The subscriber has submitted the task and it is waiting for review
* **Approved**: The task submission has been approved
* **Rejected**: The task submission has been rejected

#### Managing Tasks from the Admin Dashboard

Task submissions can be managed from two locations:

* **Tasks** section in the admin dashboard
* **Subscriber Profile**

**Tasks Section**

The **Tasks** section in the left navigation menu provides a centralized view of task activity.

<figure><img src="/files/91250jNkWg28ddG7SzUY" alt=""><figcaption></figcaption></figure>

Administrators can:

* View submitted tasks
* Review task details
* Approve or reject tasks requiring manual approval
* Monitor current task status

**Subscriber Profile**

The **Task Submissions** section displays submitted tasks for the subscriber.

<figure><img src="/files/jIzblIAXVA6eYQPChuei" alt=""><figcaption></figcaption></figure>

Administrators can:

* Review task submissions
* Update task status when approval is required
* View task history

All task-related actions are logged in the subscriber timeline.