Request a custom task list for the GC Task Success Survey: Canada.ca design system

A Custom Task List is a list of tasks that can be used to get additional targeted data in the GC Task Success Survey.

On this page

• When to consider a custom task list
• How to request a custom task list
• Guidance for completing the custom task list template
• Service standards

When to consider a custom task list

You may consider a custom task list if:

• you have a specific program, campaign, page, etc. that you want to have targeted survey responses for
• your institution requires more data
• the Canada.ca Task List (default) doesn’t meet your reporting needs

A Custom Task List includes the ability for branching (i.e. creating sub-tasks) to help organize your task list

How to request a custom task list

1. Fill out the custom task list template
   • Download the custom task list Excel template (internal only)
   • Read the guidance on completing the custom task list template.

2. Submit a request through the Principal Publisher Service Desk and attach the completed template

   Submit a Service Desk request (internal only)

   Select the following categories from the drop-down menus when submitting the request:

   • Category > Website Surveys
   • Subcategory > GC Task Success Survey: Request a custom task list

   Once your request is received, Principal Publisher will guide you through the process of creating and implementing your custom task list.

Guidance for completing the custom task list template

• Contact information

  Institution Name (department, agency or organization)

  Enter the name of your institution.

  Contact details (name, email and telephone number)

  Enter the contact details of the person who is best able to answer questions about the information you provided in this request.

• Task IDs, branching and levels

  ID

  Each task and sub-task should be entered on a separate line in the spreadsheet. Each line gets a unique ID: 1, 2, 3 etc…

  Branching

  Branching means that you are including a set of sub-tasks to a particular task. If you have a task that has important sub-tasks, indicate this with a « y » for yes, or an « n » for no.

  The survey can have up to two levels of tasks. This can help survey respondents find the specific task that they came to the site for if you have many tasks.

  For example, instead of listing tasks separately

  • Apply for a passport
  • Renew a passport

  You could use 2 levels of tasks:

  • Passports (apply, renew)
    • Apply for a passport
    • Renew a passport

  Level

  Tasks that appear on the first reason of visit question, should be given a « 1 » for the first level. Sub-tasks that are provided as options following the branching of the first question, should be given a “2” for the second level.

  Parent ID

  Sub-tasks that are provided as options following the branching of the first question, are given the ID number of its parent task. All other tasks should be given a “0”.

  Branching Question EN

  If you included a “y” in the Branching column for a task, you must include a branching question. We recommend using “What specifically were you trying to do or find?”. You can edit this text if it does not align with your sub-tasks.

  Enchaînement de question FR

  If you included a “y” in the Branching column for a task, you must include a branching question. We recommend using “Que tentiez-vous précisément d’accomplir ou de trouver ?”. You can edit this text if it does not align with your sub-tasks.

• Task labels

  We recommend a maximum of 30 tasks per level.

  Task EN

  English label of the task that will appear in the survey. Try to write the task from the user’s perspective, and with enough clarity to allow someone who isn't familiar with the task to understand it.

  Tâche FR

  French label of the task that will appear in the survey. Try to write the task from the user’s perspective, and with enough clarity to allow someone who isn't familiar with the task to understand it.

• Institution, theme, grouping

  Institution EN

  Provide English acronym for the lead institution name who is responsible for the task. Use drop down options in template. The options in the drop down come from the Departments and Agencies page on Canada.ca.

  Institution FR

  Provide French acronym for the lead institution who is responsible for the task. Use drop down options in template. The options in the drop down come from the Departments and Agencies page on Canada.ca.

  Lead theme EN

  Provide abbreviated English lead theme name that is responsible for the task. Use drop down options in template.

  Thème principal FR

  Provide abbreviated French lead theme name that is responsible for the task. Use drop down options in template.

  Grouping EN

  Provide English grouping label, if applicable. You can use this column to group tasks together to facilitate easier reporting and analysis. Example: Group all Canada Pension Plan (CPP) tasks together under group name “CPP”.

  Regroupement FR

  Provide French grouping label, if applicable. You can use this column to group tasks together to facilitate easier reporting and analysis. Example: Group all Régime de pensions du Canada (RPC) tasks together under group name “RPC”.

• Characters

  Char EN

  This is the total number of characters for all English columns in the template that are being collected in Adobe Analytics. The spreadsheet will calculate these automatically for you. The maximum number of characters allowed is 225.

  Char FR

  This is the total number of characters for all French columns in the template that are being collected in Adobe Analytics. The spreadsheet will calculate these automatically for you. The maximum number of characters allowed is 225.

Service Standards

Principal Publisher will assess and complete the request within 5 business days of receiving all the required information.