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 For a description of the three left-hand panels, click here: Main Data - Project.

The Main Data tab contains the essential details of the task, including the task's unique name, client and contact person.
 

 If you have made any modifications in this tab or the other tabs, be sure to click  before leaving the page. If not, the modifications will be lost.

Name

The unique name of the task.

Enter the text into the field.

By default, the name of the task is the same as the project's name.  

Status

The current state of the task.

  • To terminate task, click .
  • To mark a task as completed, click .

The Task statuses are:

OpenedThe task was not started or is still in progress.
ClosedThe task was completed, all jobs from this task are ready.
CancelledThe task was terminated by the project manager, and all jobs were voided.
Relation to Language

The task's association with the given language combination.

Click on the drop-down list and select an association.

The relations are:

Language combination-related

The task is directly associated with both languages in the combination (e.g. English-to-German).

Source language-related onlyThe task is only associated with the source language in the combination (e.g. English-to-any language").
Target language-related onlyThe task is only associated with the target language in the combination (e.g. Any language-to-English).
Language-independentThe task is not really to any of the languages in the combination (e.g. DTP). 
Language Combination

The language combination on which the task is to be performed.

Click on the drop-down list and select a language combination.

  • You can only select a language combination included in the project. To have other language combinations available, you first must add them to the project by clicking either  or  next to the project in the project tree. When you click this, you are taken to a new page. For a description of the page, click here: Add Language Combination.
  • This field is only visible when you have selected "Language-combination related" for Relation to Language.
Source Language

The source language on which the task is to be performed.

Click on the drop-down list and select a source language.

This field is only visible when you have selected "Source language-related only" for Relation to Language .

Target Language

The target language on which the task to be performed.

Click on the drop-down list and select a target language.

This field is only visible when you have selected "Target language-related" for Relation to Language .

Specialisation

A qualification such as knowledge of medicine or law terms required for the project.

Click on the drop-down list and select a specialisation.

By default, the specialization is the same as the one selected for the project.  

To create a specialization, go to Configuration > System Values Specializations .

Project Manager

The user at your company responsible for this task.

To select a different project manager, click . When you click on this, a new window appears.

 Click here to expand...
In the Change Project Manager window you can select a new project manager to be responsible for the selected task. You can also manage any of task's reminders which were sent earlier to the past project manager.
Project Manager

The project manager responsible for the project.

Click the drop-down list and select a new project manager.

Existing Reminders

The management of any existing notifications related to the entire project.

To leave the past reminders in the previous project manager's CRM, select "Do Not Change". Duplicate reminders will not be created for and sent to the new project manager.

To delete the past reminders from the previous project manager's CRM, select "Remove".

To delete the past reminders from the previous project manager's CRM and to create and send duplicate reminders to the new project manager, select "Remove and create for selected user".

Click to set the new project manager.
Click to terminate the new project manager selection.
Workflow

The specific workflow to be used in the task.

Click on the drop-down list and select a workflow.

By default, the workflow is the same as the one selected for the project.

To create a workflow, go to Configuration > Workflows > Workflow Definitions.  

Start Date and Time

The supposed date the task is to begin date.

Manually enter the date in the appropriate date format set in System Configuration or click Calendar and select from the calendar.

This field is mandatory.


Deadline

The final date permitted for the completion of the task.

Manually enter the date in the appropriate date format set in System Configuration or click   Calendar   and select from the calendar.

This field is mandatory.

Additional Fields

Supplementary information necessary for this task, for example, the date and location of a spoken translation.

To have the additional fields be visible, select the tickbox.

 Click here for a description of the additional fields...
Here you can enter extra information, such as when the task should be started and completed.
Place of Event

The location of the event related to the task.

Enter the text into the field.

Date of Event

The date of the event related to the task.

Manually enter the date in the appropriate date format set in System Configuration or click Calendar and select from the calendar.

Purpose of Translation

The reason behind the translation.

Enter the text into the field.

Target Audience

The audience for whom the result of the task is intended.

Enter the text into the field.

Style

A distinctive characteristic made in the result of task, such as a formal register.

Enter the text into the field.

 

 

Client

The client for whom the task will be performed.

This field cannot be modified. To change the client, go to the Main Data tab and select a new client. The new client will automatically be entered for all the other language combinations and tasks.

Client Task PO Number

The client's own task Purchase Order number to be appended to the task.

Enter the information into the field.

Contact Person

The individual to whom the task's notifications and ready files are to be sent.

To include more contact persons, click More. Additional fields appear.

 Click here for a description of the additional fields....

The additional recipients of the task's notifications and ready files.

You can further specify which receivables will be sent to each contact person. To do so, go to the tab Documents and click  of the desired receivable. Include the desired recipients for the receivables to be sent.

Send Back to

The individual to whom the project's ready files will be sent.

Click the drop-down list and select a contact person.

This field is mandatory.

Additional Contacts

Any other individuals to whom the emails related to the project will be sent. An additional contact will also receive a copy of the notification about the project's ready files. 

Click the drop-down list and select a contact person. When selected, the contact person appears above the drop-down list:

    • To delete a selected contact, click .
    • To add all of the customer's available contact persons, click Add all.
    • To remove all of the selected contacts, click Remove all.

This field is mandatory.

Categories

A classification to be applied to the task which can help a user when locating a task or creating a financial report.

Click on the drop-down list and select an item. The category appears above the drop-down list:

    • To delete a selected item, click .
    • To add all categories, select Add all.
    • To remove all selected categories, select Remove all.

To create a task category, go to Configuration > System Values > Categories.

Auto-create task directories

The creation of workflow (e.g. work file and ready directories) and user-defied directories for this task on your FTP server. 

    • Select the tickbox to create task directories on your FTP server.
    • Deselect the tickbox to not create directories on your FTP server.
Click to create the task.
Click to terminate the task creation.