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Table of Contents

Step 1- Planning your workflow template

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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

Step 2- Tasks

Make sure you have all the required tasks in the system.

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If you don’t find the task you need, you can add a new task by copying an existing task.

Task attributes and affiliated resources are copied so always copy from a similar task (asset task to asset task, production task to production task).

You can also add a new task with “Add new task type” in the lower-left corner and manually set all defaultsbut that will require manually setting all defaults, so always prefer to copy from existing tasks.

To copy an existing task click “Copy” and enter the new task’s name.

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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 (will be added)

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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From: Administrator > Tables > File tables > File types > Magnifying glass > Extensions

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2.2.2.4. Toolkit tool

Select the required tool for this task, if necessary.

Set “Close task” to “Default:

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2.2.2.5- Key Switches

Make sure the following switches are set correctly:

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For more information about this topic review the Toolkit Task completion manual (will be added)

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2.2.3. Additional task preferences- Mandatory

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To learn how to create prices for your new products, check out the Customer product prices manual (will be added)

Step 4- Creating your Workflow template

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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

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