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Select All

Select/deselect all the tasks on the page at once by selecting the checkbox icon in the upper left hand corner. Selecting all tasks allows you to take bulk actions. 

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Selecting the downward arrow in the corner allows you to select tasks in bulk by the following criteria:

  • All
  • Starred
  • Unstarred

Deselect all tasks by selecting "None". 

Info

If there is more than one page of tasks, a prompt will give the user an option to select all tasks across all pages that fit the filter configuration.

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If selected, a prompt will give the option to clear the selection if desired. 

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Bulk Actions

Bulk actions increase efficiency for linguists and project managers by allowing them to avoid repetitive tasks. After selecting multiple tasks using filters, sorting, and the bulk selector shown above, perform any of the following actions. 

NoteAlthough a Linguist

Overview

With the Tasks feature, users can perform different actions in bulk. This page shows you how to perform tasks in bulk, check out tasks to other community members, generate reports, and perform other related processes.

Select all tasks

You can select or deselect all tasks at once on the Tasks page. To select or deselect tasks, do any of the following:

  • Select the check box in the left-most column

  • Click the expand symbol beside the check box to access the following options:

    • All. Click All to select all the tasks on a page.

    • None. Click None to cancel the selection of any task on a page.

    • Starred. Click Starred to select only the starred tasks.

    • Unstarred. Click Unstarred to select only the unstarred tasks.

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When there’s more than one page of tasks, a message appears that asks users to select all applicable tasks among the filtered results. Click Select all number of tasks in filtered results to select all the tasks.

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To cancel the selection of the tasks, click Clear selection.

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Perform actions in bulk

Before you can perform bulk actions, you must select the applicable tasks first before you can carry out actions for the selected tasks.

Note

Depending on the user rights provided to users, they can see tasks that are checked out to other Linguistsmembers of the community, but they cannot take bulk actions on those tasks. 

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perform any action on those tasks.

Click the Bulk Actions symbol or the hamburger menu in the last column from the right to open the BULK ACTION list. The list shows you the actions you can do in bulk for the selected tasks.

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The following table shows you a list of processes or actions you can do in bulk:

Bulk Action

Description

Notes

Download Reference Material

Downloads

Select this option to download all reference materials that are attached to the selected tasks.

None.

Task Leverage Rollup

Select this option to show a rolled-up TM (Translation Machine) leverage for a selected task.

NA

The rolled-up leverage is in an excel file.

This report pulls data only from the initial leverage report of the target and not from any manual leverages or analysis reports.

Run Quality Report

Download

Select this option to download a quality report for all the selected tasks

across a specific

in the set time frame.

 

NA

None.

Generate Time Card Report

Download

Select this option to generate a report that shows all

the amount

total length of time

you have

that was spent on

tasks

a specific task.

Keep the following details in mind:

  • Tasks are only eligible for this report if they

have been
  • are completed.

 
  • You

may
  • can run this report across a selection of tasks

or simply select 
  • . You can also select Generate Time Card Report

 without selecting tasks and
  • even if you don’t select a task and then run the report

across
  • for a specific date range.

Only tasks
  • Tasks that area completed within the

selected
  • set date range

will be
  • are included in the report.

 
  • You

may choose to
  • can include completed tasks that do not include its tracked time.

 Choose which fields are included in the report as well as in
  • You can also choose what columns to include and what order they appear in the report.

 
See here for

To know more

documentation

about

tracking time. 

time tracking for tasks in Enterprise, see Tracking Time Spent.

Check Out

Checks outs all selected tasks that are eligible to be checked out

Select this option to check out all eligible selected tasks.

Tasks are eligible for check out if:

  • The Allow task Check-out

must be set to Yes in the
  • parameter is turned on in your community’s workflow.

  • The

task is not already checked-
  • tasks are not check out to someone else.

  • The

task is
  • tasks are not marked as complete.

Check Back In

Checks back

Select this option to check in all selected

tasks 

tasks that are eligible

 to

to be checked back in.

Tasks are eligible

to be checked

for check in if:

  • The task is not

already
  • checked

-
  • out to someone.

 
  • The task is not marked as complete.

Check Out to Other

Select this option to check out tasks to another community member.

Already completed tasks can not be checked out to other users.

Re-import tasks

Use

Select this

feature

option to upload documents that have been translated offline.

The system

will

automatically

map

maps completed translations to the correct document.

Approve all Segments

Approve all eligible segments in the selected tasks.

 Affects only

The Approve All Segments action is applicable only to tasks with a

'

Review

' Phase Type.The user has the option to Update TM and Auto-Apply Tags for all segments.Note: Neither option is recommendedNA

phase. Users have the option to update the translation memory or automatically apply tags for all segments. We don’t recommend both options.

Download Finalized Files

Select this option to download tasks' finalized files.

None.

Add a Star

Add a star in bulk to quickly find important tasks.NA

Select this option to mark multiple tasks as important.

None.

Remove a Star

Remove stars in bulk from tasks that are no longer important.

Select this option to mark the selected tasks as unimportant.

None.

Mark Complete

Marks completed all selected tasks that are eligible to be marked

Select this option to mark the selected tasks as complete.

Tasks

are eligible to

can be marked as complete if:

  • The task reached 100% completion rate for the Translate and Review

phase progress is 100%.Custom
  • phases

can be marked complete regardless of progress
  • .

 
  • The task is not

already
  • marked as complete by other users.

 

Bulk Download Source

Download

Select this option to download the source documents for all selected tasks. 

The Project Manager must enable what file formats are

In the Project settings, the project manager needs to enable the applicable file formats to be available for download

under the project settings

.

 

Bulk Download Target

Download

Select this option to download the target documents for all selected tasks.

The Project Manager must enable what file formats are

In the Project settings, the project manager needs to enable the applicable file formats to be available for upload

under the project settings. 

Mark Complete

The user will be prompted to Confirm Completion after selecting Mark Complete in the Bulk Action area. 

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If the Task is past due, the Confirm Completion dialogue box will prompt the user for a reason the task was completed late.

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If the task was

.

Mark tasks as complete

When users select the Mark Complete option from the BULK ACTIONS list, the Confirm Completion message appears. Click Confirm to confirm the completion of the tasks.

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If a task is past its deadline, the system requires users to provide a reason. Select the reason from the list in Confirm Completion, and then click Confirm.

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If the task is a part of a custom phase,

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the system requires users to provide the total number of hours spent to complete the task. Enter the total hours in the Hours Worked box in Confirm Completion, and then click Confirm.

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If the task is

past due and a

part of a custom phase

, the dialogue box asks for hours worked and a reason for being past due.

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If selected tasks are not eligible for bulk action, the user will be notified. 

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and is past its deadline, the system requires users to provide both a reason for late submission and the total number of hours it took to complete the task. In Confirm Completion, select a reason for late submission and then enter the total hours spent on the task in the Hours Worked box.

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Notifications will appear if the selected tasks are not eligible for bulk actions. The following are examples of notifications:

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