Tasks

Create and assign tasks to get files translated or proofread by specific members or vendors. You can set the due dates, split words between assignees, receive notifications about the changes and updates in tasks, and discuss the task with other project members in comments.

Creating New Task

1. Open your project and go to the Tasks tab.
2. Click New task.
3. Set the task parameters:
   • Type – select the type of work to be performed within a task.
   • Workflow step – select the necessary step from the project workflow.
     Note: Not applicable when creating a task for projects that work without workflow.
   • Strings – select either All ToDo strings on the selected step or only the modified ones during a specific period. If you select the modified strings, only those will be added to the task, not the whole file.
   • Filter by labels (optional) – select the labels that the filtered strings should be marked with.
   • Skip strings already included in other tasks – select or clear this option depending on your preferences.
   • Due Date (optional) – set a deadline.
   • Files – select files that should be translated or require proofreading.
   • Languages – select target languages (a separate task will be created for each selected language). The Words to do column shows the total number of words added to the task.
4. Click Assign to assign users to the task for each language separately.
5. Name the task and add a description (optional).
6. Click Create.
   

Splitting Files

To speed up the translation or proofreading process, split files between several members. For that, enable the Split files in the Assign users dialog. You can set the approximate amount of words for each assignee.

Project Tasks

The task board allows you to see all the tasks in the project. To see the task details, click on the top of the needed task.

Use a filter to check the tasks assigned to a particular person.

Editing Task

To change the task details, follow these steps:

1. Open your project and go to the Tasks tab.
2. Go to All Tasks tab.
3. Click on the task you’d like to change and select Edit.
4. Do the needed changes and click Update.

Changing Task Status

To change the task status, select the task assigned to you and drag it to the column with the status you need.

Closing Task

To close the task when it’s ready, move it to the Done column and click Close Task.

To see the list of closed tasks, go to the Closed Tasks tab.

User Tasks

To see all the tasks assigned to you, go to your Workspace and select Tasks on the left.

You can see your tasks in the following two tabs:

• All Tasks – all the tasks assigned to you. You can search for tasks within particular projects using a filter.
• Closed – the tasks you closed.

Q&A

Q: How the source file updates affect the existing translation and proofreading tasks?
A: After the source file update, the list of source strings included in the task will be updated the following way:

• The strings removed from the source file during the update will be removed from the task.
• The modified strings marked with the Keep Translations option will appear in the task with the new modified text.
• The newly added strings won’t affect the existing task in any way.

If the source file is restored to the revision, containing the removed strings, they will reappear in the task.