1. Planning
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 |
|---|---|---|
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 |
2. Tasks
Make sure you have all the required tasks in the system.
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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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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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From: Manager > Pricelist and workflow templates > Products
If you have all the products that you need, proceed tostep Step 4- Workflow template
If you need to create new products, proceed to Product creation
| Note |
|---|
If you made any changes |
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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
First, we’ll set up the product’s name
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Then we start adding tasks to the product
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Click “Add new task” and select the necessary task.
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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