Tasking Manager Mapper Guide

If the user interface of the version you use looks different from the one described here then you should consult our version overview

The Tasking Manager is the most popular tool to team up and coordinate mapping on OpenStreetMap.

OpenStreetMap.org is a collaborative, crowd sourced, free map of the world. Anyone can contribute to OpenStreetMap to map any part of the world that interests them.

You can use the widely used HOT Tasking Manager to get started mapping immediately for humanitarian organizations and their work in the field.

The Tasking Manager is one software in the whole OpenStreetMap ecosystem. When you are contributing to OpenStreetMap using the Tasking Manager, you are actually using multiple software tools:

  • OpenStreetMap.org - A database of geographic information
  • The Tasking Manager - The tool to coordinate collaborative mapping on OpenStreetMap data in the same area
  • An OpenStreetMap Editor - A software program that can read and write data into the OpenStreetMap database

TM overview

The role of the Tasking Manager is to present a specific geographic region and divide it up into small mapping areas called “tasks”. These can be locked by a mapper to avoid that other contributors map the same objects, introduce duplicated data or run into conflicts. Once mapping is complete in this small area the mapper reports back to the Tasking Manager that it is finished. And the mappers can select a new task to continue their contribution to OpenStreetMap.

Experienced mappers are going to check each of the tasks and make sure the quality of the data introduced in OpenStreetMap is acceptable. Eventually they would mark the task as validated or give it back to the mappers with instructions on how to improve.

Quick Start Guide

  1. Do you have an OpenStreetMap account already? You can skip ahead to step 4. Otherwise click on the Sign up button in the upper right corner of the Tasking Manager homepage. TM4-user-guide-1
  2. You will be asked to provide a name and an email address. TM4-user-guide-2a TM4-user-guide-2b
  3. A new tab will open allowing you to register on OpenStreetMap.org. Provide your account information and press the Sign up button at the bottom of the form. TM4-user-guide-3
  4. Close the tab and go back to the Tasking Manager. Click the button to Log in. TM4-user-guide-4a TM4-user-guide-4b
  5. Select Explore projects in the main navigation to find a project to map on. TM4-user-guide-5
  6. Read the introduction to the project and click on Contribute to begin with a mapping task. TM4-user-guide-6
  7. Map a randomly selected task for mapping by clicking on the button Map a task. TM4-user-guide-7 Alternatively, you can also select one task from the map and choose Map selected task.
  8. This opens the editor; map all the features asked for in the instructions. TM4-user-guide-8
  9. When finished mapping, save your edits, optionally leave a comment and select the button Submit task. TM4-user-guide-9 After this, you can go back to step 7 and select a new task for mapping. Thank you for your contribution to OpenStreetMap!

Mapping Process

  1. A remote mapper creates an account in OpenStreetMap and logs into the Tasking Manager.
  2. The mapper finds a project to work on, usually based on priority and skill level set by a Tasking Manager project manager.
  3. A remote mapper selects a task square, completes the mapping, and marks the task as complete.
  4. A second remote mapper checks that the task is completed to a satisfactory level and marks the task as ‘validated’
  5. Progress of the mapping of the project can be monitored from the Contributions Timeline graph at the bottom of the project information page. The project can be downgraded or archived as required by an administrator.

Tasking Manager Login

The Tasking Manager is a special tool that coordinates mapping in OpenStreetMap. It makes use of the OpenStreetMap login system. This means that you do not need to create a separate user account to use the Tasking Manager, but you do need to create an OpenStreetMap account and login to OpenStreetMap.org before you can use the Tasking Manager for mapping.

When you visit the Tasking Manager homepage you can choose between the Login and the Sign up button in the upper right corner of the screen.

In case you already have an OpenStreetMap account, press Log in. If you don’t have an OpenStreetMap account yet, choose Sign up. Provide your email address and name and confirm.

TM4-user-guide-1

TM4-user-guide-2a TM4-user-guide-2b

A new tab will open allowing you to register on OpenStreetMap.org. Provide your account information and press the Sign up button at the bottom of the form. Verify your email address.

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Close the tab and go back to the Tasking Manager. Click the button to Log in and authorize the application.

TM4-user-guide-4a TM4-user-guide-4b

Settings

TM personal

TM language editor

The Task Manager initially displays in English - to change to another language click on English. From here you can also;

  • Click to view messages and notifications sent to you TM notifications icon, top right.
  • View your Tasking Manager profile
  • Update your email address and social media handles
  • Select your preferred mapping editor
  • View your mapper experience level
  • Select the types of projects you are mainly interested in
  • See a list of the projects you have contributed to
  • Choose which notifications are sent to you
  • Logout

Find a Project

TM Start mapping The Start mapping button on the homepage will take you to the main list of projects in the Tasking Manager. Or simply select Explore projects in the main navigation.

TM4-user-guide-5

The Tasking Manager Project list screen is divided into three main areas:

  • Search and Filter options along the top
  • Scrollable Project List
  • A Map View of the Project List can be toggled from the top right icon. TM show map

Search and Filter Options

By default all the projects available for mapping are displayed. You can use the Search filters section of the screen to further narrow down the projects that you would like to work on.

TM filter projects

  • Search Projects - If you know the number of the project you want to work on, you can enter it in ‘Search Projects’ and be taken directly to it. You can also search on text from within the project description.
  • Difficulty level - Some projects are more difficult to map than others. This option allows you to find projects that are most appropriate for your experience level. You are encouraged to work on projects that best match your experience level, especially if you are a more experienced mapper.
  • More filters - allows you to filter by;
    • Campaign
    • Organization
    • Location
  • You can also sort the resulting list

Map View If you choose to show the map, you can view a map of the world showing where the projects are, or a disk indicating the number of projects in an area. Zoom in for more details, and you can select a project by clicking on its link from the map.

TM map

Project overview page

TM4 project graph Once you have located a project of your interest, clicking on it will take you to the overview page for that project. Read the description carefully and scroll down for more information, such as the organization who coordinates the mapping for this project, who can map or validate, any comments about the project, a progress graph and the list of contributors.

TM4-user-guide-6

Icons indicate the types of mapping, such as:

  • Roads: Often used for routing on navigation devices.
  • Buildings: Can be used to understand where people live and might be impacted.
  • Waterways: Useful for damage assessment or contact tracing with diseases.
  • Land use: Understand the purpose of land is part of a comprehensive map.
  • Other: Any other kind of mapping.

TM4 contribute The Contribute button on the bottom right takes you to the screen where you can read the mapping instructions and select the tasks to work on.

Project tasks page

This is your main screen for working on a project. The screen is divided into two parts.

The left section is a tabbed panel with tabs for:

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  • Tasks A list of tasks which can be filtered according to ‘All’, ‘Available for mapping’, or ‘Ready for validation’.
  • Instructions see Task Instructions below for more information. Make sure you read and understand all of the information before you start mapping.
  • Contributions contains a record of the contributions done by fellow mappers on this project.

Not all areas of the world are similar to your own, so specific tagging advice may be provided. For example, Africa’s road network is very different from typical American or European highway systems. There will be a section indicating the Changeset comment. You should make sure that it appears in your editing programme when uploading/saving your changes together with the source information you may (depending on your editing software) need to copy & paste to the source field on making changes. Sometimes, task specific imagery may be available - you may need to agree to a license in order to access it. Instructions usually will indicate the easiest way to load this into editors such as JOSM or iD. When checking a task marked as complete, validators will expect that the requirements from the instructions tab have all been completed. You may find completing an entire task is quite difficult - guidance below is available around unlocking tasks as well as providing useful feedback for the next mapper.

The right side of the screen is a map showing the tasks (often squares) coloured according to their status. Tasks that are available to you can be selected by clicking on them.

TM map key

  • The uncolored tasks are ready and available for mapping
  • Pale blue - ready for validation
  • Yellow - more mapping needed
  • Green - mapped and validated - no more work needed
  • Grey squares are not available
  • Pink squares represent priority areas, and
  • TM padlock are locked by another mapper

Although you may have set your preferred editor within your preferences page, you do have the option of changing editor just for the task you are about to select.

Choice of Editors

Different options for editing are presented to you as soon as you lock a task.

Edit with JOSM

Start JOSM before using this link and it will automatically load the existing OSM data into JOSM.

  1. ‘Enable remote control’ needs to be ticked - found under Edit / Preferences / Remote Control
  2. If you have previously installed the plug-in ‘continuosDownload’ it is best to disable it (untick ‘Download OSM Data continuously’ under the File menu in JOSM).
  3. If JOSM does not load the imagery automatically as well, it can normally be found under the Imagery menu. More info on imagery here
iD editor

Select this to automatically start the OpenStreetMap iD editor within the Task Manager of your web browser, with existing OSM data loaded. The Internet Explorer web browser does not currently support iD and it will load Potlatch 2 instead.

Potlatch 2

The editor will load in a new window or tab. Potlatch will not automatically display the task bounding box at this stage.

Field Papers

For use only when you are involved in a project where a local mapper has carried out a ground survey and marked a printed map with information such as road names. This map can be rescanned and used as a background image for a remote or local mapper to read the information and update the OpenStreeetMap data Field papers section of LearnOSM.

Select a task to map

TM Map a Task The button Map a task will lock a random task for you, and is the best option to choose when mapping at a Mapathon, or when a large number of people are working on a project at the same time. But there may also be situations where you prefer to make your personal task selection using the map, but in either case you will reach the stage where your task is locked, and your 2 hour countdown timer has started.

Tip - Make a note of your start time, so that the square does not become unlocked accidentally while you are still working on it. If it does, and another mapper selects it and starts mapping you are very likely to have problems later with conflicts (Two mappers have edited the same object, and the OpenStreetMap database prevents you uploading your work until you indicate which persons work is correct). For more information on conflicts or in our HOT Tips Section. If you are mapping using JOSM, see JOSM conflict resolution.

TM history instructions Once you have locked your Task, and your square (Task) boundary shown. You can still click on the tabs for:

  • COMPLETION where you will later indicate why you have left this task, such as you have completed the required mapping, or you were unable to finish it for some reason - make sure you leave a message indicating why, such as “ Run out of time, I’ve done all of the top half of the square, but there is a lot more to be done in the bottom half “ before you select Select another Task.
  • INSTRUCTIONS where you can refer to the task instructions again, if you cannot remember some details, perhaps about tags to use for certain features, or what to do about imagery, before you continue with your mapping.
  • HISTORY which is useful to check in case there is a comment from a previous mapper, such as that they have completed the top of the square only, and you need to concentrate on the lower half.

Just to confirm - Clicking on the Start Mapping button, or locking your square from the map, locks the task so that no other mapper can select it until it is released again, and starts a 2 hour (120 minute) countdown timer, at the end of which time the task is automatically released. It is easy to become engrossed in your mapping and not realise your task has been released, and has now been selected by another mapper who has started mapping it too. This can lead to conflicts and problems.

Tip When editing with the iD editor within the Tasking Manager, use ‘Full screen’ to make your editing area larger. Depending on your operating system and web browser, this may be obtained using the F11 key, another key combination, or be obtained from the menu of the web browser.

ID normal

ID full screen

Splitting a task square

Having selected your task and inspected it with the imagery in place, you may realise that there is far too much detail required for mapping. An example of this may be tracing buildings in dense urban areas, or locating small villages in large areas. As guidance, where it isn’t possible for one person to complete within the 2 hour time limit you can often split the task into 4 smaller areas. Use with caution - if/when task squares are split too small it is difficult to judge what type of highway is involved, and to identify other features.

Be aware that other useful comments about the work previously completed will no longer be available.

Submit your mapping task

TM end mapping

Unlocking a Task before it is complete

If you start working on a task, but cannot complete it for some reason, it is best practice to leave a comment in it. Simply detail what remains and choose No to the question “Is this task completely mapped?” and press Submit task. Make sure your comments are relevant and aimed to help out the next mapper.

For example:

Almost complete, small village top left 
in the task square to be traced though

If you didn’t map at all, you can just go back without leaving any comment by choosing Select another task.

Submit a task that is completely mapped

Once you are done you can save all changes to OpenStreetMap:

  • Answer the question “Is this task completely mapped?” with Yes
  • Add a comment to the text area detailing what you achieved and more importantly, what you are not certain of. For example; “Complete as far as I can see, but there is cloud covering the top right corner of the task & I cannot see to trace this area”.
  • Click on the Submit task button, and your work is ready for review.

It is very difficult to be completely certain that you have completed a task - however it is acceptable to mark the task as complete if you are fairly sure - the contents will be checked by another mapper when validating, and any small additions can be made then.

Marking a Task as Bad Imagery

You will sometimes select a task that can not be mapped because the imagery is low resolution or has cloud cover. In this case please indicate The imagery is bad and confirm by clicking Submit task.

Sending a message from the comment box

When leaving a comment against a task, you can have the comment sent as a message to a named mapper. Much like Twitter, simply use an @ followed by the username. This will send a message to the user containing the comments from this box, plus a link to the task that the comments box relates to.

For example:

@HOTMppr nice work tracing the building  
details here. You missed a small group  
of houses on the upper left of the task square,  
I added a few in, but some still remain.  

This is particularly useful when validating or adding on another’s previous work - you can provide feedback, thanks or more.

Getting help

E-Mail

For questions which might require a little research to answer or more detailed explanations, usually the best channel is to write to mapper-support@hotosm.org

Live text based help

  1. Sign up at slack.hotosm.org. This will require filling in a form and might take a while to be accepted.
  2. Join the mapper-support channel

Leaving a Project question / comment / contacting the Project creator

Using the “Comments” tab for the project you can see other users’ questions and comments and leave one of your own.

All comments are public and it is not live chat. Use the Slack option above if you need immediate attention.

TM comments

Editing hints and tips

By now you have a good understanding of what the Tasking Manager is, and some of the various functions it supports. Unlike normal editing, this tool is often used for time critical projects with many participants - this may be a little bit different to what you are used to.

Some general advice to heed when working in this tool:

  • Avoid mapping far outside of your task square - other mappers may be working in that area, resulting in duplicated efforts. It’s OK to map objects such as buildings overlapping a boundary, but avoid going much further - upload immediately after mapping something at the border.
  • Extend roads, streams, or other features slightly over the boundaries - this lets the next mapper pick up where you left off, but upload as soon as you finish editing it.
  • If you are in doubt about what a particular feature is, use the comment section to ask questions or check the wiki.
  • If you make a serious mistake - for example, deleting a major feature or relation - use IRC or the comment box to ask other mappers to help in reverting this for you. Try to include the changeset, or a description of what happened. Being a collaborative task, many other mappers are here to help - it’s important to remember everyone makes mistakes sometimes.
  • Don’t hesitate to ask for feedback - mappers validating your work can be terse or to the point, but if they know it’s OK to engage in a dialog with you, the outcome is often a lot better for all involved. It can be difficult to communicate in another language, and it’s easy to appear abrupt when you have to translate as well as pass a message in a language you are not fluent in.
  • You must not validate your own work - a second pair of eyes will always lead to better quality mapping.
  • Don’t worry if other mappers are terse when validating your work - like you, they just want to ensure all of the data is mapped accurately. Feedback is invariably about the remaining work, not criticism of your efforts to date.

Validation

Validation is the process of an experienced mapper reviewing the mapping of the initial mapper of a project task. It is designed to confirm that the mapping is complete and the quality of the data is good. It is also there to give encouragement to mappers by thanking them for their time, confirming that their mapping is good or giving instructions on how to improve their mapping.

The most effective practice is to find beginner mappers at the early stages of their mapping, putting their mind at ease and giving them confidence by confirming that they are doing the right thing, or helping them to correct any errors that they may have before they have mapped too many tasks. This reduces the amount of fixing required at a later stage to get their mapping up to standard and gives them the encouragement in knowing that they are supported in what they are doing.

Your User Profile

The Tasking Manager 4 has a number of changes that affect the data available for doing validation. Please make visiting your user profile your first activity in the new Tasking Manager, by selecting Settings from the popdown menu under your OpenStreetMap (OSM) user name in the upper right corner. • Under Personal Information make sure you have filled in your preferred email address. • Under Settings switch on Expert Mode and select your default editor and preferred language. • You can also choose what notifications you wish to receive.

Getting Started

To get started click on Explore Projects on the top bar of the page. On the Projects page you can click on any of the projects to go to that project or you can use the range of filters for selecting the project or projects you wish to see or select from.

TM choose project for validation

TM filter project for validation

After filtering and/or selecting the project you want to work on, scroll down to the bottom of the next page to Questions and Comments to see any messages left by previous mappers/validators regarding the project. Then in the bottom right click on the red button Contribute to move to the next page.

This page should open with the project instructions visible (1). If not then select Instructions. Read the instructions to understand what imagery is to be used and what the mappers have been asked to do. This will give you an understanding of why the mappers are mapping the way they do and if the instructions are misleading and the mappers are consistently getting it wrong because of that then you can contact the Project Manager to change the instructions to reduce the effects of that happening.

TM select for validation

Check that you have the correct Editor (2) Select a blue task to validate (3) Click on the red button Validate selected task at the bottom right (4)

A new page will open in the Tasking Manager and the selected task will be loaded into your editor. On this page your task will have a red padlock, other tasks locked will have black padlocks. You are still able to access the Instructions on this page. You can see who has mapped or validated this task in the History and access their profile and statistics by clicking on their name.

Selecting Multiple Tasks for Validation

If the mapper has more than one task completed then they will be selected on the map if you press on one of the numbers. You can download all the tasks in one go to validate. They will automatically adjust your JOSM/iD window to accommodate all of them.

TM select for validation by contributor

Depending on which editor you are using, this feature will behave differently.

In JOSM, a second OSM data layer will be created titled “Task Boundaries - Do Not Edit or Upload” and it will have uploading disabled in recent versions of JOSM. JOSM will not download the OSM data because it could be a very large amount of data. Instead you will have to use the task boundaries as a guide and download the data to the active editing layer manually.

Finalizing Validation

To validate/invalidate a task you need to select Yes/No under Is this task well mapped, then enter your comment, then click the red button Submit task to save before selecting another task. If you want to leave without changing the status of the task leave a comment then click on Stop validation.

TM finalize validation

For those two choices you can and should leave a friendly, encouraging comment addressed to the mapper(s) involved and provide thanks for their contributions and feedback on their mapping. Please be considerate before marking a task as invalid. If just a few bits are missing add them yourself, explain what was missing in your comment but nevertheless mark the task as valid. New mappers will consider their completed task marked as invalid as a fairly harsh comment.

You can access a mapper’s statistics on their profile page at https://tasks.hotosm.org/users/username.