--- title: Setting Up Take-Home Activities slug: setting-up-take-home-activities docTags: H6PEFHpt6qYEe4v_OYC0e,wz9SuR5IfsCQCCBMiGcNH createdAt: 2026-09-24T16:32:44.126Z --- Take-home activities let you configure an assignment for a candidate and either send a self-submission link or upload the candidate's submission to Ashby for review. This guide explains how to configure take-home activities, add them to interview plans, set up email templates, and automate delivery. :::hint{type="info"} For instructions on sending and reviewing take-home activities, see [Send and Review Take-Home Assignments](docId:2kBGatiPHfazXfVZCknUy). ::: # Permissions & access Take-home activities are available on the Foundations, Legacy Plus, Plus, and Enterprise plans: | Foundations | Legacy Plus | Plus | Enterprise | | ----------- | ----------- | ---- | ---------- | | ✅ | ✅ | ✅ | ✅ | :::hint{type="warning"} Organization Admins can set up shared take-home assignments, while Elevated Access users with the `Can add/edit jobs` permission can configure take-home activities. You can update access by amending the permissions for your account’s access roles. For more information, see [Manage Access Roles](docId\:be1Gtv2R0jGx_Do5mdNR_). ::: Users at any permission level can review submitted take-home assignments if they’re assigned as reviewers. # Setting up a take-home assignment You can add a take-home assignment to the corresponding stage of a job's interview plan. ## Creating a shared take-home activity Create a shared take-home assignment if you'd like to use a take-home across multiple interview plan stages and jobs. 1. Navigate to **Admin > Interviews & Scheduling >** [Take-home Assignments](https://app.ashbyhq.com/admin/interview/take-home-assignments). 2. Click `+ New`, add a **Title**, and click `Create`. ![Take-home Assignments page in Ashby showing a list of active assignments, with the New button highlighted in the upper-right corner.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/oEmkuLMs5RrkyZRAvLIHn_take-home-assignments-ashby-2026-09-24-at-125857-pm.jpg) On the next screen, you will set up the remaining take-home settings in the **Overview**, **Notes**, **Assignment**, and **Feedback form** tabs. ### Overview tab - **Title (internal):** Set an internal title for your take-home assignment. - **Candidate-facing title:** Set a candidate-facing title for your assignment. - **Groups:** Use these to organize your take-home assignments so you can filter for them as needed. Click `+ Add` to add an existing group. :::hint{type="info"} You can add options to this list by selecting `+ Create Top-Level Group` to create a top-level group, or hovering to the right of a group name and selecting `...` > `+ Create Sub-Group` to create a sub-level group on the main take-home page under the **Groups** section. Departments and teams set up in **Admin > Organization Setup >** [Departments & Teams](https://app.ashbyhq.com/admin/organizational-settings/teams) show here by default and cannot be removed. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/t9Ga8vr8Nucc72wkrzIGk_operational-improvement-proposal-interview-ashby-2026-09-24-at-10307-pm.jpg" size="50" isUploading="false" width="688" height="600" darkWidth="688" darkHeight="600" alt="Take-home Assignments page in Ashby showing options to create a top-level group or a sub-group within an existing group." showCaption="false"} ::: - **Feedback requested:** If disabled, Ashby does not request feedback from any reviewers, and the `Feedback form` tab does not appear in the take-home setup. - **Feedback required by default:** Reviewers are required to leave feedback for the take-home assignment. If `Feedback requested` is disabled, this field is also disabled. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/vxHuIPfg0m1sYloNlMyFQ_shared-take-home-setup.jpg" size="70" alt="Shared take-home setup showing the Overview, Notes, Assignment, and Feedback Form tabs." isUploading="false" width="1046" height="680" darkWidth="1046" darkHeight="680" showCaption="false"} ### Notes tab Use the `Notes` tab to explain what reviewers should evaluate in the candidate's submission. Include the skills, criteria, or other context reviewers need to assess the work consistently. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/KADiH6oRa_EBWy4taA2IX_operational-improvement-proposal-interview-ashby-2026-09-24-at-92655-am.jpg" size="80" alt="Take-home assignment Notes tab showing reviewer evaluation criteria." isUploading="false" width="604" height="593" darkWidth="604" darkHeight="593" showCaption="false"} :::hint{type="info"} These notes are visible to reviewers, but not to candidates. ::: ### Assignment tab :::hint{type="warning"} The Assignment field is required for candidates to self-submit their work. ::: Use the `Assignment` tab to write the instructions candidates see after they open the take-home submission link. Consider including: - The goal or scenario - The steps candidates should complete - The expected format, file type, or length of the submission - The estimated time to complete the assignment - Links to websites, forms, or other resources candidates need to use - Any requirements that help candidates understand what to submit :::hint{type="info"} This field accepts free text, so include enough detail for candidates to complete the task without additional context. ::: For example, you can explain that an assignment takes two to three hours, request a Google Doc or PDF, specify a page range, and provide the task instructions. ![Take-home Assignment tab showing candidate instructions and submission expectations.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/216CaUD1RcPQOZSvoowHQ_operational-improvement-proposal-interview-ashby-2026-09-24-at-92807-am.jpg) ### Feedback form tab Use the `Feedback form` tab to assign the feedback form reviewers complete when submitting feedback on the assignment. For more on configuring feedback forms, see [Feedback Forms and Interviews](docId\:hLojGXRvp_xkuw1amMKUR). ## Add the take-home activity to your interview plan To add your take-home assignment to an interview stage: 1. Navigate to your job, then to the `Interview Plan` tab. 2. Scroll to the stage you'd like to add your take-home activity to and click the `Add Activity to "Stage Name"` option. ![Interview Plan stage showing the Add Activity To control.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/C4YMTQsWvqVu8pA43L2v7_backend-engineer-acent-ashby-2026-04-20-at-20620-pm.jpg) 3. Click `+ Add Activity`. 4. Select `Take-home`. ![Add Activity menu with the Take-home option available.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/nhwZBz16IcYCm77kVFecE_backend-engineer-acent-ashby-2026-04-20-at-20735-pm.jpg) 5. Create a new take-home or add a shared take-home that you've already configured. ![Interview Plan stage showing a configured take-home activity.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/sbRj1LX37sewTh6auvNmc_set-up-a-take-home-assignment.jpg) :::hint{type="info"} If you create a take-home assignment directly from the take-home activity within an interview plan, this creates a job-specific, custom take-home. Custom take-homes do not show on the [Take-home Assignments page](https://app.ashbyhq.com/admin/interview/take-home-assignments) in Admin, but you can add them to this page by selecting the `Promote to Shared` button within the take-home assignment. You can also delete the custom take-home assignment and use a shared take-home assignment instead by selecting `Delete & Link to Shared`. ![Take-home Configuration for a Coding Assignment in Ashby, with options highlighted to delete and link the assignment to a shared take-home or promote it to a shared take-home.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/kBOuGcrZovGzyC35cfnz8_coding-assignment-interview-ashby-2026-09-24-at-11527-pm.jpg) ::: ### Assigning reviewers Assign reviewers by clicking the `Add Reviewer` button, then select reviewers using the drop-down options. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/SraWDvY0LRNKCzoKH1KCU_product-documentation-specialist-ashby-2026-09-24-at-12311-pm.jpg" size="80" isUploading="false" width="1044" height="343" darkWidth="1044" darkHeight="343" alt="Take-home Configuration page in Ashby showing a Coding Assignment with the Add Reviewer button highlighted." showCaption="false"} Much like interviewers on a scheduled interview activity, you can add multiple reviewers to one slot to create a round-robin assignment, or add multiple reviewer slots so multiple people review the take-home assignment. # Setting up an email template Now that you've configured the take-home activity, configure an email template to streamline sending instructions to the candidate. ## Email template for self-submission (recommended) With self-submission, you can embed the `Take Home Submission Link` token in the email template. ![Email template containing the Take Home Submission Link token.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/09rvwInE5W7MHvn9Ful50_take-home-email-template.jpg) If you create an email template with a self-submission link, you can specify this template in the `Communication` tab of your take-home activity. When the activity is generated on the candidate profile, you can quickly generate and send an email using the specified template. ![Take-home activity Communications tab with an email template selected.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/Jd3QRufgapGgJw4COGYCU_take-home-assessment-email-template.jpg) You can also attach a document directly to an email template if you'd prefer to send the assignment details directly to the candidate. The candidate then sends their submission directly via email and a user submits the assignment on their behalf using the `Submit Directly` option in the take-home activity. :::hint{type="info"} For more information on creating email templates, see [Email Template Creation and Management](docId\:wQ6UOYDzwfAtDmZhOPsfJ). ::: # Automating take-home assignments You can automatically send take-home assignments to candidates when they enter a specific stage to streamline your workflow. *Watching the following video is optional. You can also follow the steps below.* ::loom{url="https://www.loom.com/embed/ba4c83dc6a914369b8dd63a17832de48"} 1. After [adding the take-home activity to your interview plan](docId\:jyUO0TCr0SMDW4Aqsv_zU) and setting up an **Email Template** under the `Communication` tab, navigate to the `Automation` tab. 2. Enable `Automate on Stage Entry?`, then select the user the take-home email should be sent on behalf of. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/kgGlS-odTEEdX7NV3uqWn_product-documentation-specialist-ashby-2026-09-24-at-13433-pm.jpg" size="80" isUploading="false" width="1062" height="329" darkWidth="1062" darkHeight="329" showCaption="false" alt="ADD ALT TEXT — screenshot of the Automation tab showing the Automate on Stage Entry toggle and user selector."} When you move a candidate to the stage with the automation, you see a note that the automated activity is starting. You can also undo this. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/AOIIRxr1pYq60CAQzHilC_automation-starting-activity.jpg" size="50" alt="Confirmation message indicating that the automated take-home activity is starting." isUploading="false" width="738" height="260" darkWidth="738" darkHeight="260" showCaption="false"} :::hint{type="info"} You cannot use this automation route to schedule the take-home activity email. Ashby sends the email when a candidate moves to the stage the take-home activity is assigned to. ::: # Configure reviewer notifications ## Reviewer notifications When a submission is complete, reviewers are notified via email or Slack that the take-home is ready for review. Only assigned reviewers receive notifications by default. ![Email notification informing a reviewer that a take-home submission is ready.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/hA1seIRmFC11jeU0Dl_en_email-notification-of-take-home.jpg) Feedback reminders can be configured in **Admin > Organization Setup > [Feedback Reminders](https://app.ashbyhq.com/admin/organizational-settings/notifications/)**. You can configure the following: - The required channels for feedback (email or Slack). If enabled, users cannot turn off the notifications in **Personal Settings > Notifications**. - Set the schedule for the first interview reminder and then the cadence of the following reminders. - Set when interview reminders should be stopped: - Set whether interviewer notifications are stopped after a candidate is hired. - Set whether interviewer notifications are stopped after a candidate is archived. - Adjust the number of days notifications are sent for. ![Take-home and assessment feedback reminder settings with Email and Slack required, scheduled to begin 10 minutes after an assignment is ready for review and repeat hourly, with reminders stopping when the candidate is archived or after two days without feedback.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/tu1gprTHz8j0O4DNKjWcO_feedback-reminders-ashby-2026-09-28-at-123202-pm.jpg) Users can submit feedback from Slack. They can click the `Submit Feedback` button within the notification to start the feedback submission process. You can also set whether pending feedback is completed by default when a candidate changes stage in your interview process. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/F2eHpExELiG2sQ5RiZbzx_feedback-reminders-ashby-2026-09-28-at-122459-pm.jpg" size="80" isUploading="false" width="733" height="606" darkWidth="733" darkHeight="606" alt="Feedback Reminders settings showing configurations for interview and take-home feedback, with “Complete pending feedback by default” enabled and highlighted." showCaption="false"} If `Complete pending feedback by default` is enabled, then when you move a candidate to another stage, the interview, take-home or assessment feedback that is outstanding will be marked as completed and notifications will stop being sent. :::hint{type="success"} After setup, see [Send and Review Take-Home Assignments](docId:2kBGatiPHfazXfVZCknUy) to send submissions, review candidate work, and manage reviewer follow-up. ::: # FAQs ### Why didn't my automated take-home activity send? Automated take-home activities require you to fill out the `Assignment` section in the take-home settings. This field is required for candidates to self-submit their work. If the `Assignment` section is blank when a candidate moves into the stage that triggers the automation, the take-home email does not send. To resolve this: 1. Navigate to your take-home settings, either via the activity on the job's interview plan or by navigating to **Admin > Interviews & Scheduling >** [Take-home Assignments](https://app.ashbyhq.com/admin/interview/take-home-assignments) if you're amending a shared take-home. 2. Add text to the `Assignment` tab. 3. Re-trigger the automation by moving the candidate back into the stage, or manually send the take-home if needed. Once the `Assignment` section is completed, the automation sends successfully going forward. ### Can I copy an existing activity from an interview plan stage on one job to an interview plan stage on another? You can. When you are on a job's interview plan and click `Add Activity to "Stage Name"` on an interview plan stage, you can see the option to add a new activity and a `Copy Activities` option. *Watching the following video is optional. You can also follow the steps below.* ::loom{url="https://www.loom.com/embed/054b398690f04905b7feb878486c220b"} 1. Click `Copy Activities`. 2. Select the **Job** and **Interview Stage** you'd like to copy activities from. 3. Choose the activities you'd like to copy. The selected activities are copied into the original stage you selected. Once you copy an activity, if the activity uses a shared feedback form (more on those in [What are ‘Shared’ Interviews, Application Forms, and Feedback Forms?](docId\:UjNXOKXGS1_RQ1UDzXXTa)), those are referenced in the copy. Any custom feedback forms are copied over and can be amended without impacting the original activity you copied from. ### How do I edit the take-home assignment information on the take-home activity? If it is a shared take-home assignment, navigate to **Admin > Interviews & Scheduling > Take-home Assignments**, find the take-home assignment you would like to edit, and make any edits needed. You can edit and turn a shared take-home assignment into a custom assignment by clicking the `Unlink & Edit` button. You can also change the shared take-home assignment by clicking `Change Link`. ![Take-home Configuration page in Ashby showing a shared Take Home Assignment linked to the interview plan, with the Unlink & Edit button highlighted.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/9XKvsR2Z_E6_yuXQP2wiB_product-documentation-specialist-ashby-2026-09-24-at-14546-pm.jpg) If it is a custom take-home assignment, navigate to the job's interview plan, find the take-home activity, and click `Modify` > `Edit`. Select the name of the take-home assignment and edit the settings from there. ### Can I create a one-off or ad-hoc take-home assignment for a specific candidate? You must set up take-home assignments as activities within the interview plan. There is currently no route to add ad-hoc take-home assignments from a candidate's profile. ### What happens if I edit a take-home assignment template or feedback form after it has been generated and sent to the candidate? If you adjust the take-home activity on your interview plan (edits to the overview, notes, or the assignment shown to the candidate), those changes don't appear on take-home assignments that have already been generated on the candidate profile. Take-home assignment activities generated after the edit include the amendments. If you adjust the feedback form assigned to the take-home assignment activity, the changes do appear on take-home activities that have already been generated on the candidate profile. When you click `Collect Submission` or copy the self-submission link from the activity, you can review and edit the assignment shown to the candidate before sending. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/2vy0eTTQOAZ6Zgzza-KDR_camille-preaker-product-documentation-specialist-ashby-2026-09-25-at-81708-am.jpg" size="70" isUploading="false" width="592" height="446" darkWidth="592" darkHeight="446" alt="Editing the assignment section of a take-home before sending it to a candidate." showCaption="false"}