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Step 1- Planning your workflow template
When creating workflow templates you start from the smallest piece and build up.
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The “Target language/s” step with all its tasks is a smart step and will be multiplied within the order according to the number of target languages selected on order creation.
Step | Product | Task |
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Pre production | Upload media | |
Pre production | Upload subtitle file | |
Target language/s | Complex conform | Complex conform |
Target language/s | Complex conform | QC 1 |
Target language/s | Complex conform | QC 2 |
Post production | Delivery to client | |
Post production | Invoice |
Only when a Master template creation is required, add the Source/Pivot language” step for the Master template creation product.
If you externally receive the master template file from your client you don’t need the “Source/pivot language” step, only use the Target language/s” step.
Step | Product | Task |
|---|---|---|
Pre production | Upload media | |
Pre production | Upload script | |
Source/Pivot language | Master template creation | Translation + Timing |
Source/Pivot language | Master template creation | Proofreading |
Source/Pivot language | Master template creation | QC 1 |
Target language/s | Translation from a master template | Translation |
Target language/s | Translation from a master template | QC 1 |
Post production | Delivery to client | |
Post production | Invoice |
Step 2- Tasks
Make sure you have all the required tasks in the system.
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If all tasks are available on the “Task types” page and all Task defaults essentials task default essentials are correctly set, proceed to Step 3- Products
2.1. Adding a new task by copy
If the task that you need is not available, review the instructions below
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Once you added your task, proceed to the next step 2.2. Task default essentials
2.2. Task defaults essentials
You should set the task default essentials listed below so that when you add this task to orders or workflow templates, these essential defaults will be applied without having to manually set them each time.
The complete Task defaults manual can be found here
Whether you are using existing tasks or if you create new ones, you must make sure the following essential defaults are correctly applied.
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Read this if you’re using existing tasks in your workflow template If the 4 “Apply to all” buttons are displayed on the right side for an attribute, it means that changes made to this attribute will not be applied to existing orders and workflow templates, only future ones. To also apply your changes on existing orders and workflow templates, change what you need and click “Apply to all” |
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2.2.1. Link date to
Determines how will the task date be entered
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2.2.2. File upload defaults
Upload defaults (file type and file description) are mandatory for file upload.
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If you find the file type that you need in the dropdown, select it and then select the file description. Proceed to Step 2.2.2.3. Allowed file extensions for file upload
If you don’t find the file type that you need in the dropdown, proceed toStep 2.2.2.1. Adding a file type
If you don't find the file description that you need in the dropdown, proceed to Step 2.2.2.2.- Adding a file description
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2.2.2.1. Adding a new file type
From: Administrator > Tables > File tables > File types
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2.2.2.2 Adding a new file description for a file type
From: Administrator > Tables > File tables > File types > Magnifying glass > Descriptions
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From: Administrator > Tables > Task types > Magnifying glass
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2.2.2.3. Allowed file extensions for file upload
Set allowed extensions for this file type. This is mandatory.
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From: Administrator > Tables > File tables > File types > Magnifying glass > Extensions
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2.2.3. Basic Toolkit Preferences
2.2.3.1. Default Toolkit tool
Select a default tool for this task. The selected tool will open once users click the “Open toolkit” button of their task.
2.2.3.2 Task completion on OOONA Manager
Once users click “Finish project” in the tool, it can trigger the task to be completed on OOONA manager.
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For more information about this topic review the Toolkit Task completion manual
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2.2.3. Additional task preferences- Mandatory
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2.2.3. Task pricing preferences- Mandatory
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Step 3- Products
Once you have all the tasks that you need you can create your products.
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If you have all the products you need, proceed toStep 4- Workflow template
If you need to create new products, proceed to Product creation
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If you made any changes in the Task types page, log out before you start creating your products to make sure all defaults will be correctly applied |
3.1. Product creation
From: Manager > Pricelist and workflow templates > Products > Add product
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If you don’t find the task that you need in the dropdown, revert to Step 2- Tasks
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All task defaults from the Task types page should be auto-populated. If not, select them manually.
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Once you have all the required products, you can proceed to create your Workflow template
To learn how to create prices for your new products, check out the Customer product prices manual.
Step 4- Creating your Workflow template
Once all required tasks and products are in the system, you can create your workflow template.
From: Manager > Pricelists and workflow templates > Workflow templates
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4.1. Copying an existing workflow template
Copying an existing workflow template will save a lot of time when creating workflow templates.
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If you don’t find the product you need in the dropdown, revert to Step 3- Products |
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Then click “Delete product” to remove the redundant product/s
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If you don’t find the task you need in the dropdown, revert to Step 2- Tasks |
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4.2. Creating a workflow template from scratch
From: Manager > Pricelists and workflow templates > Workflow templates > Add template
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Click “All tasks” to start
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4.2.1. Adding the Pre-production step
The Pre-production step would mostly be for your assets tasks.
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If you don’t find the task you need in the dropdown, revert to Step 2- Tasks to add it to the system |
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4.2.1. Adding the Target language’s step
The “Target language/s” step will contain the product/s which are the deliverables, the final files you need to create as part of this workflow.
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If you don’t find the product you need in the dropdown, revert to Step 3- Products to create it |
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Click “Add new product” to add additional products to the “target language/s” step, if necessary.
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4.2.2. Master template creation step (Source/Pivot language” step)
If you need to create a Master template and then use it to translate into additional languages, also add the “Source/Pivot language” step, in addition to the regular steps (Pre-production, Target language/s, and Post-production).
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The “Target language/s” step with all its tasks is a smart step and will be multiplied within the order according to the number of additional target languages selected on order creation
Step | Product | Task |
|---|---|---|
Pre production | Upload media | |
Pre production | Upload script | |
Source/Pivot language | Master template creation | Translation + Timing |
Source/Pivot language | Master template creation | Proofreading |
Source/Pivot language | Master template creation | QC 1 |
Target language/s | Translation from a master template | Translation |
Target language/s | Translation from a master template | QC 1 |
Post production | Delivery to client | |
Post production | Invoice |
4.2.2. Adding the Post-production step
The “Post-production” step will typically contain the delivery and invoice tasks.
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If you don’t find the task you need in the dropdown, revert to Step 2- Tasks to add it to the system |
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Step 5- Review your Workflow template and finish
Review your new workflow template to make sure everything is correctly set
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