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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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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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Suggest to complete task after file upload - should be ON for all tasks that files will be uploaded to such as asset tasks.
Mandatory task preferences
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Customer billing - should be ON for all tasks that will be part of products. Typically, all tasks, except for internal tasks such as assets tasks, delivery, invoicing, etc..
Enable resource rate association - should be ON for all tasks.Mandatory task preferences
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2.2.6. Basic Toolkit Preferences
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For more information about this topic review the Toolkit Task completion manual (will be added)
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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 Step 3.1- 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 |
To create new products:
3.1. Product
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Creation
From: Manager > Pricelist and workflow templates > Products > Add product
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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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