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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

Note

When adding new tasks or changing existing ones, a logout is required to apply the changes.
Make sure to logout of the system once you're done adding or changing tasks on the “Task types” page.

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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.

Info

Read this if you are using existing tasks in your workflow template

If the 4 “Apply to all” buttons are displayed to the right of an attribute, it means that changes made to this attribute will not be applied to existing orders and workflow templates, only future ones.

To apply the changes to existing orders and / or workflow templates:

  1. Select the required attribute (fig 1)

  2. Click one of the “Apply to all” icons (fig 2)

    1. Apply to all Un-completed tasks (fig 3)

    2. Apply to all existing Products (fig 4)

    3. Apply to all existing Workflow templates (fig 5)

    4. Apply to all existing Workflow templates, Products,
      and Un-completed tasks in orders (fig 6)

  3. Click “Save and close”

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2.2.1. Link date to

Determines how will the task date be enteredSets the default Link date to that will be used when connecting a task supply date.
Note: The Link date to can be changed later on the template level / order task level.

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2.2.2. File upload defaults

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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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