A simple way for Project Managers to manage crowdsourced or other translations is to use the checkout feature and to include themselves in the assignee pool in the workflow (see Translation by Assignment for more information about setting up assignee pools in workflows). If the PM has included themselves in the assignee pool they will be able to manage assignments, track tasks, view at-risk tasks all from within the Task List.
Effectively using the Task List Filters will make it easier for PMs and Linguists to manage their Task List as it grows, however, there are two filters in particular that allow Project Managers to easily manage tasks.
Checkout Status
The Checkout Status column is made up of icons that will indicate whether a task is:
Use the Checkout Status filter to only show tasks that fit the following criteria:
This filter is available to Linguists and Project Managers. It is also a default filter, so you do not need to take action to add it to your list of filters. |
Checked Out ( or ) - This gives the PM a view of all the tasks that have already been checked out by someone in the assignee pool.
Checked Out To
The Checked Out To filter is a drop down that shows all the users that have checked out a task. Viewing the number of tasks a user has checked out can give the Project Manager an idea of the workload for each linguist, which can help them make assignment decisions.
The Checked Out To filter is only available to users who have the Project Manager role. It is NOT a default filter. You must configure your filters in order to add the Checked Out To filter. |
As a PM you can manage who the tasks are checked out to manually (i.e. without waiting for a linguist to check a task in or out). This is possible on a task by task basis or in bulk. The bulk actions in the following table are only a few of the many bulk actions available. View the full list here.
Action | Description | Availability | PM Enhancements | |
---|---|---|---|---|
Check Out | This checks out the task(s) to the user, making it unavailable to others in the assignee pool. | Linguist, PM | Project Managers can check out a task to themselves even if another user has already checked it out. | |
Check Back In | Checking a task back in allows other users in the assignee pool. | Linguist, PM | Project Managers can check tasks back in that are checked out by another user.
| |
Check Out to Other | This allows a Project Manager to assign a task to anyone in their community. This checks the task out to that person and also includes them to the assignee pool. | PM | Project Managers can check tasks out to others even if they are checked out by another person. |
If you ever need to make changes to check-out assignments after the workflow has started, you can do so by opening the Targets tab of a document.
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