Chapter 8

Projects and Task Management

Discover the core production workspace in Tensoract where datasets, labeling templates, routing workflows, taxonomies, and cross-functional teams intersect to power high-throughput data operations.

Overview

Projects are the core workspaces in Tensoract where datasets, workflows, team members, and taxonomies are combined to accomplish annotation goals.

Prerequisites for Creating a Project

Before initializing a project, verify that the following three foundational components have been configured:

  • Templates: At least one validated, published annotation template must exist (see Section 10).
  • Workflows: A workflow utilizing that template must be published (see Section 9).
  • Datasets: At least one dataset populated with media files must exist (see Section 4).

Guide: Creating and Configuring a Project

Step-by-Step Guide

1

Navigate to Projects and click Create Project

Click Projects in the sidebar, then click the blue Create Project button.

Figure 40: Create Project Page

Figure 1: Create Project Page

2

Set Project Name and Description

Provide a project identifier and summary of labeling objectives.

3

Link Datasets

In the Datasets section, select one or more datasets. Every individual file contained within these datasets is converted into an annotation task.

4

Attach Taxonomy

Attach a predefined taxonomy schema to define routing classifications and metadata classes (see Section 8).

5

Attach Workflow

Connect a workflow pipeline to define the exact node stages (Annotation, Review, Plugins, Completion).

6

Click Create Project

The project workspace is created and queued for task generation.

7

Assign Team Members

Open the project, switch to the Teams tab, click Add Users, and assign specific project roles (Annotator, Reviewer, Project Supervisor).

Figure 41: Project - Teams Tab

Figure 2: Project - Teams Tab

Guide: Managing an Existing Project

  • Adding & Syncing Datasets: Go to the Datasets tab within your project. You can link additional datasets or click Sync on an existing dataset to generate tasks for any new files recently uploaded to it.
    Figure 42: Project - Datasets Tab (Sync)

    Figure 3: Project - Datasets Tab (Sync)

  • Removing Datasets: From the Datasets tab, you can remove a dataset if it is no longer required. Warning: Removing a dataset also deletes all tasks associated with that dataset from the project. Ensure required annotations are exported first!
    Figure 43: Project - Datasets Tab (Remove)

    Figure 4: Project - Datasets Tab (Remove)

  • Updating Taxonomies: Go to the Taxonomies tab to attach additional taxonomies or update existing schemas as project requirements evolve.
  • Managing Team Members: Navigate to the Teams tab to add new team members, adjust roles (e.g. promote Annotator to Reviewer), or revoke access.

Task Generation and Assignment

  • Task Generation: Each file in a linked dataset automatically becomes one task within the project.
  • Task Queues: Annotators and Reviewers see their assigned projects when logged in. They can pick up claimed tasks or pull fresh tasks from the general queue.
  • Deep Linking: Each task generates a unique, permanent URL for instant sharing and expedited supervisor debugging.
  • Quorum Annotation: A project can require multiple annotators to independently label and submit the same task before it advances to review. All participant submissions are recorded and compared.

Task Lifecycle and Actions

Tasks transition dynamically between states based on human decisions and plugin outputs:

  • Submit / Approve: Annotators submit completed work (advancing state to REVIEW). Reviewers inspect work and click Approve to mark the task COMPLETED.
  • Reject: Reviewers reject low-quality work back to the Annotator (state changes to REJECTED). A rejection comment is mandatory and visible to the original annotator.
  • Decline: Annotators or Reviewers decline unworkable tasks (e.g., corrupt audio, obscured imagery). The state becomes DECLINED, requiring a documented reason.
  • Reset: Project Supervisors can reset any task back to its initial START state.
  • Task Messaging: Users can post threaded comments directly inside any task for organized peer discussions.
    Figure 44: Task - Comment Dialog

    Figure 5: Task - Comment Dialog

Reviewer Feedback and Pinned Feedback Management

Adding Feedback (Reviewer)

1

Add Feedback Button

When reviewing a task in the REVIEW stage, an Add Feedback (comment pin) button is available on the top action bar next to the Decline and Release buttons. Hovering over it displays the tooltip “Add Feedback”.

Figure 74: Task View – Add Feedback Button

Figure 6: Task View – Add Feedback Button

2

Open Issues Panel

Click the Add Feedback button. The Issues panel opens on the right side of the screen.

3

Activate Feedback Mode

Click the + (New Feedback/Issue) symbol at the top right of the Issues panel to activate feedback mode.

Figure 75: Task View – Issues Panel

Figure 7: Task View – Issues Panel

4

Movable Feedback Pin

Move your cursor over the canvas. A movable feedback pin appears. If you hover over an existing annotated label, it highlights visually to indicate the feedback can be attached there. You can also pin feedback to blank areas of the canvas.

5

New Issue Comment Box

Click the desired location. A New Issue comment box opens at that exact spot, containing a text field, a Save button, and a close button. The Save button remains inactive until you type a comment.

Figure 76: Canvas – New Issue Popup

Figure 8: Canvas – New Issue Popup

6

Save Feedback

Enter your feedback and click Save. A red marker with an exclamation mark (!) will be permanently pinned to the canvas at that location, and the issue will appear as a card (e.g., “#1 Pinned”) in the Issues panel.

Figure 77: Canvas and Issues Panel – Saved Feedback Marker

Figure 9: Canvas and Issues Panel – Saved Feedback Marker

Managing Feedback Threads

  • View Existing Feedback: Clicking an issue card in the right panel highlights its corresponding marker on the canvas. Alternatively, clicking the red marker on the canvas opens the feedback popup displaying the comment thread.
  • Add Multiple Feedbacks: To create additional feedback, click the + (New Feedback) button in the Issues panel again and repeat the process.
  • Replying to Feedback: In the Issues panel or the canvas popup, type your response in the Leave a reply... field and press the enter/reply button. Replies are added chronologically to the thread.
  • Deleting Replies or Threads: Individual replies can be deleted using the delete icon next to them. To delete an entire feedback thread and its marker, click the delete (trash) icon on the feedback card in the Issues panel.
  • Cancelling Feedback: If you open the New Issue box but click the close button without saving, the creation is cancelled, and the pin remains active for you to choose another location.

Rejecting and Resubmitting Tasks with Feedback

  • Rejecting (Reviewer): When a reviewer rejects a task containing unresolved feedback, the task returns to the annotation stage. All unresolved red feedback markers remain pinned to the canvas and visible to the annotator.
  • Viewing Feedback (Annotator): When the annotator claims the rejected task, the Add Feedback button and the Issues panel are hidden, restricting them from adding new issues or approving reviewer comments. However, the red exclamation markers remain visible on the canvas.
  • Replying (Annotator): The annotator clicks the red marker to open the feedback popup. They can read the reviewer’s instructions, make the necessary changes to the annotation, and leave a reply in the thread. The annotator can delete their own replies but cannot delete or approve the reviewer’s root comment.
    Figure 78: Feedback Popup – Annotator View and Reply

    Figure 10: Feedback Popup – Annotator View and Reply

  • Resubmitting (Annotator): Once all changes are made and replied to, the annotator clicks Submit. The task returns to the Review stage, with all feedback markers maintaining their canvas positions and threads.

Resolving Feedback and Task Approval

  • Task Approval Restriction: The task-level Approve button remains inactive as long as there is unresolved feedback on the canvas. The reviewer must resolve all feedback before approving the task.
  • Approving Feedback: The reviewer opens the feedback popup or clicks the issue card in the panel. After verifying the annotator’s corrections, the reviewer clicks the approve (green tick) button on the feedback thread.
  • Resolution Status: Once approved, the canvas marker changes from a red exclamation mark to a green tick, indicating resolution. The approved feedback card is also removed from the active Issues panel (which only displays unresolved feedback).
    Figure 79: Canvas – Resolved Feedback Marker (Green Tick)

    Figure 11: Canvas – Resolved Feedback Marker (Green Tick)

  • Final Task Approval: When the final unresolved feedback is approved, the task-level Approve button becomes active. Clicking it moves the task to the next workflow stage, and all feedback markers are subsequently removed from the canvas.
  • Re-Rejection: If some feedbacks are resolved but others remain unresolved, and the reviewer rejects the task again, only the remaining unresolved red markers will be visible to the annotator (resolved green markers are hidden).

Lock and Release

To prevent duplicate concurrent work, each task can only be actively worked on by one user at a time (exclusive lock). Tasks are automatically locked to a user when opened/claimed and released when submitted, rejected, or exited manually.

Complete Task State Reference

START

Task generated from dataset file, but has not yet been opened by any user.

ANNOTATE

Available for an annotator to claim, or currently being actively annotated.

REVIEW

The annotator has submitted the task for review. Awaiting review or under active QC inspection.

REJECTED

Reviewer rejected the task. Returned to the original Annotator for corrections.

COMPLETED

Reviewer approved the submission. Task is locked and ready for downstream export.

PLUGIN

Awaiting external automated machine-learning processing or heuristic pipeline.

DECLINED

Declined by an annotator or reviewer as unworkable. A decline reason is recorded.

Change Task Stage from the Project Task List

Overview

The Change Stage action allows Super Users, Company Admins, or Project Supervisors to manually move tasks between different workflow stages directly from the Project Tasks List.

Step-by-Step Guide to Changing a Task Stage

1

Open Tasks Tab

Navigate to the Projects list and open the desired project. The Tasks tab is selected by default, displaying the task list with columns: File Name, Annotator, Reviewer, Updated, Status, Progress, and Actions.

2

Actions Column

Locate the task you want to move and click the three-dot icon in the Actions column.

Figure 80: Project Tasks List – Actions Menu

Figure 12: Project Tasks List – Actions Menu

3

Change Stage Option

Hover over or select the Change Stage option. A stage selection menu is displayed showing all eligible workflow nodes configured for the project (both upstream and downstream).
Note: The Start node and the task’s current node are not displayed.

Figure 81: Project Tasks List – Change Stage Option

Figure 13: Project Tasks List – Change Stage Option

4

Select Workflow Node

Select the desired upstream or downstream workflow node. The task is moved directly to the selected stage.

5

Confirmation Toast

A success toast notification is displayed: “The task is successfully moved to (stage name) stage”. The task continues through the workflow from the selected stage.

Annotation Preservation

  • Saved Annotations: When a task is moved to another stage, all previously saved manual annotations and auto-annotated data (e.g., from a Plugin In node) remain intact. No data is lost, overwritten, or removed.
  • Modifying Annotations: When an eligible annotator or reviewer opens the task at the new stage, the previously saved annotations are displayed. Users can edit, delete, or add annotations as permitted by the new stage.

Stage Re-entry and Claiming

  • Annotate Node: Tasks moved to an Annotate node become available to all eligible annotators. The annotator who previously worked on the task is also allowed to claim it again.
  • Review Node: Tasks moved to a Review node become available to all eligible reviewers. A reviewer who previously reviewed and submitted the task is also allowed to claim it again.

Administrative Stage Changes on Active Tasks

If a Super User, Company Admin, or Project Supervisor moves a task while an annotator or reviewer is actively working on it:

  • A warning popup is displayed to the active user: “This task is moved to another stage. Please contact admin for more information”.
  • When the user clicks the cross icon to close the popup, they are redirected to the Task List page, where they can claim another eligible task.

Change Stage Restrictions

  • Consensus Tasks: The Change Stage option is inactive for Consensus Tasks. These tasks must follow the configured consensus workflow.

Plugin Integrations (Automated Processing)

  • Local Execution Required: You must run an external Python worker script on your local workstation or server to pull tasks, invoke local/remote models, and push results back to Tensoract.
  • Pre-labelling: Send raw tasks to an external ML model to generate pre-annotations before human verification.
  • Pathway ID Routing: When a plugin finishes processing, it returns a pathwayId that maps to a specific outgoing edge of the PLUGIN workflow node. This routes the task dynamically (e.g., confident predictions route to COMPLETE, uncertain ones route to ANNOTATE).

Project Monitoring

Step-by-Step Guide for Tracking Project Progress

1

Open Project Dashboard

Click on your project name from the Projects directory.

2

Inspect Status Overview

The Overview tab displays real-time counters for total tasks across all states: Annotate, Submitted for Review, Completed, and Declined.

3

Track Productivity & Time Intervals

Scroll down to view the Annotator Summary and Reviewer Summary tables. The platform logs precise working time intervals per task to calculate throughput, acceptance rates, and accurate billing hours.

Figure 45: Project - Time Tracking

Figure 14: Project - Time Tracking

Exporting Results

Export completed annotations and audit logs from your project at any time. Supported output formats include standard JSON with full label coordinates, timestamps, and annotator metadata.

Release notes - 2026

What’s New in 2026 — new capabilities, refinements, and fixes, in the order they landed.

v0.9 October 6, 2026

Dataset File View

Location: 5. Dataset Setup and Management

We’ve introduced a new Dataset File View in TensorAct, making it easier to browse, preview, and manage files within a dataset. Users can now switch between the existing List view and the new View tab, which displays files as thumbnails with file previews, file names, and quick actions. The new File Viewer allows users to preview files and navigate between them using Previous and Next controls, while supporting file-specific viewing for Images, PDF, PDFOCR, TEXT, CSV, Audio, and Video files. Pagination and items-per-page controls make it easier to navigate large datasets, while file selection allows users to select and delete multiple files directly from the View tab. Additional controls such as file-name copying, media playback, progress tracking, and audio controls provide a more convenient and efficient dataset file management experience.

Change Task Stage from the Project Task List

Location: 8. Projects and Task Management

Project managers and administrators can now quickly change the stage of multiple tasks directly from the Project Task List. By selecting one or more tasks, users can transition tasks to different stages without needing to open each task individually. This enhancement significantly speeds up project management workflows and bulk task tracking.

Azure Blob Storage Integration

Location: 7. Integrations

TensorAct now supports direct integration with Azure Blob Storage. Users can securely connect their Azure storage accounts using either a Shared Access Signature (SAS) Token or a Service Principal. Once connected, users can browse their Azure storage containers directly from the TensorAct interface, select specific folders, and seamlessly import large batches of files into their datasets.

Reviewer Feedback and Pinned Feedback Management

Location: 8. Projects and Task Management

We’ve enhanced the feedback loop between annotators and reviewers. Reviewers can now add detailed feedback and pin specific issues directly to task items. The new issue management panel allows annotators to see all pinned feedback at a glance, reply to comments, and resolve issues systematically, ensuring higher data quality and clearer communication during the review process.

Email Notification Triggers

Location: 17. Email Templates

Administrators can now configure automated email notification templates and triggers. Located in the Settings menu, this feature allows you to customize the content of emails sent to users based on specific system events, keeping project teams instantly informed about task assignments, stage changes, and critical updates.

Uploading and Importing Files

Location: 6. File Management

We have introduced clearer guidelines and limits for file uploads to ensure optimal performance. Users uploading files from their local device can select and upload up to 100 files at a time. For larger batch imports, users leveraging our cloud storage integrations (AWS S3, Google Cloud Storage, or the new Azure Blob Storage) can import up to 25,000 files in a single action.

v0.8 September 8, 2026

Release Summary

Change Type Sections
Added
Updated
Removed No sections removed in this release

Sign-Up & Onboarding

Location: 1. Sign-Up & Onboarding

We’ve introduced a comprehensive Sign-Up and Onboarding system in TensorAct, establishing standardized self-registration and administrator-guided onboarding workflows. Users with verified business email domains can now self-register directly into their company’s workspace, receiving an automated temporary password with mandatory password change enforcement upon first sign-in. For users from unregistered companies, the system detects the domain and provides a streamlined modal to submit a new company registration request to our team. Additionally, the release introduces administrator-initiated user creation with welcome notifications, secure password rotation for pending onboarding invites, and strict email validation rules that reject personal email providers to safeguard platform security.

Deleting Users

Location: 4. User Management

Super Users and Company Admins can now permanently delete user accounts directly from the Users list. The feature supports bulk operations via multi-select checkboxes and incorporates a safety confirmation modal requiring administrators to type DELETE in uppercase to prevent inadvertent deletions. Deletion immediately invalidates active user sessions, presenting an access revocation message upon sign-in. To maintain workflow integrity, in-progress tasks are handled automatically: unsubmitted annotation and review tasks claimed by deleted users are released back to the pool for other team members to claim, while all previously submitted annotations and review decisions remain fully preserved.

Google Cloud Storage (GCS) Integration

Location: 7. Integrations

TensorAct has expanded its cloud storage integrations to include native support for Google Cloud Storage (GCS) alongside AWS S3. Accessible under the Integrations menu, administrators can connect GCS buckets using a secure Google Cloud Service Account permission model without handling static access keys. The platform provides pre-generated CORS setup commands for Google Cloud Shell and includes a built-in integration testing tool to verify bucket connectivity against object URLs. Once configured, users can browse GCS bucket directories, search files, and import large datasets directly into TensorAct from the cloud file browser.

Email Templates

Location: 17. Email Templates

Super Users can now customize and manage automated platform notification emails via the Email Templates interface located in Settings. The platform maps distinct email templates to critical system events, including Password Reset, MFA/OTP verification, new account Welcome messages, company access invitations, project team assignments, and account activation or deactivation alerts. This centralized notification management ensures project teams and users receive clear, automated, and timely communication across the entire user and project lifecycle.

Exporting Results

Location: 8. Projects and Task Management

Users can now export task annotation results directly from the Project Tasks dashboard. The export process packages output data into a structured ZIP archive named after the project (<Project Name>.zip), containing individual JSON files for each task (<Task Name>_<Project Name>.json) to guarantee modular data management. The export scope adapts dynamically based on user selection: teams can export specific manually checked tasks, all displayed tasks using the master checkbox, or filter exports by workflow stage (such as exporting only completed tasks under the Complete node filter).

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