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Table of Contents

Add a New Task

The first step is to Access Task Categories and First go to Settings > Translation Settings > Task Categories, click on Configure, and then click on Edit in the top right of the screen: 

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Task categories must have a code as it is needed by the system to create invoices. The code cannot be longer than 5 letters and must be entered in all caps. In this example the code is EDITS. Additionally, the sort order must be set for the task category and this information determines where it appears in the task categories list within a project. The  

Info

The value you enter in the sort order field determines where this task will appear when adding a new task within a project.

In the following example, the sort order has been set to 1 for this example and this task category , so that when you will add this task in your project workflow it will be at the top of the selection list within projects. 

Enable Category & Additional Options

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  • Requires Documents To Be Worked On - In some instances a task does not require any documents to be worked on (i.e. interpretation work, etc.) and these jobs are created without documents. This option is enabled by default; however, it may be disabled if the task does not require documents to be worked on. Please note that you can still attach reference materials, notes or files to any job. 

  • Work Refers to Preparing Source Texts or Document Only - Codyt Projects Only. This option should be enabled in instances where the workflow includes a step for preparing the source text or document before the translation is performed. The work is target language independent. Workers assigned such a task can edit the source texts or the original document. Upon completion the workflow then proceeds with the target language specific work steps: translation, revision, etc. 

    Warning

    Note that If you place such a task after translation related steps it only will be started

    only once

    when all such target language specific steps are completed

    and in

    for all

    the

    target languages.

  • Available in Classic Order Form - Specify if the task is available in the classic order form. This does not apply to the standard order form.

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