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XTM Cloud 13.4

Active tasks tab

In the top left corner of the Active tasks tab screen, you see a text field and the Search button. Use them to filter tasks, to find the relevant ones. You can search by a complete or partial project or file name, source or target language, role or step name.

On the right-hand side of the Search button, you see 3 switchers:

  • My tasks – Use this parameter to only display tasks assigned directly to you.

  • Group tasks – Use this parameter to only display tasks assigned to the user group that you are a part of.

  • All – Use this parameter to display tasks assigned directly to you and to your user group.

In the top right corner of the Active tab screen, you see the Progress parameter. It displays your current word count versus the total word count of all active tasks and the percentage of all tasks completion.

Linguists can open XTM Workbench directly from the Tasks tab by clicking on the relevant task. Alternatively, they can select the context menu icon bars-solid.png and the pen-to-square-light.svg Open XTM Workbench or the pen-to-square-light.svg Open XTM Workbench in XTM Visual Mode menu option. Depending on additional settings, it enables you to enter XTM Workbench either in edit mode or in read-only mode.

Note

XTM Visual Mode is only available, if it has been enabled by your XTM Cloud Administrator and the source file is in one of the supported formats. Learn more about Visual mode in XTM Workbench.

Your active tasks are displayed in a table with the following information:

  • Project – sortable.

  • File WWC – sortable. This column is displayed if it has been enabled by your XTM Cloud Administrator. It displays the Weighted Word Count for the relevant task.

  • Customer – sortable.

  • File – sortable.

  • Metadata – sortable. This column is displayed if this setting has been enabled by XTM Support.

  • Source – sortable.

  • Target – sortable.

  • Date due – sortable.

  • Step – sortable.

  • Step type – sortable.

  • Role – sortable.

  • Segments

  • Chargeable – This column indicates if the relevant task is chargeable or not. If this option has been enabled by your XTM Cloud Administrator and your Project Manager, you can select or clear the checkbox.

  • Time – This column is displayed if your XTM Cloud Administrator enabled manual time tracking for Linguists. If your Project Manager enabled this option for your job, in the time input field, enter the amount of time you expect the relevant task to take you.

  • Rush – This column is displayed if your XTM Cloud Administrator enabled rush jobs. It indicates if the relevant task is treated as a rush job or not. If you see:

    • no icon – your Project Manager did not enable time tracking and rush jobs for the relevant task.

    • square-duotone.svg – your Project Manager has enabled time tracking for the relevant task, but it is not treated as a rush job.

    • square-check-grey.svg – your Project Manager has enabled time tracking for the relevant task and it is treated as a rush job.

  • Words – This column displays the total word count in the relevant task.

  • Progress – This column displays the percentage of the relevant task completion.

  • sortable status icons with additional information:

    • i-icon.png – This icon indicates that the relevant task is assigned directly to you. When you hover over this icon, you see additional information about the relevant task.

    • red-error-circle-exclamation.svg – This icon indicates that the task assigned directly to you is past its due date. When you hover over this icon, yousee additional information about the relevant task.

    • image_3.svg – This icon indicates that the relevant task is assigned to an allocation order user group. When you hover over it, you see additional information about the relevant task.

      In the allocation order user group only one user at a time can see the relevant task. The next Linguist in the allocation list sees the task only after the previous one has declined it. Therefore, we recommend that you accept or decline the task as soon as possible. When you accept the task, the icon changes to the blue information icon i-icon.png or the red warning icon red-error-circle-exclamation.svg. This indicates that the relevant task is assigned directly to you now.

    • star-sharp-red.svg – This icon indicates that the relevant task is assigned to a first come first served user group. When you hover over it, you see additional information about the relevant task.

      In the first come first served user group all users can see the relevant task at the same time. When you decline the task, it is still visible to other Linguists from the relevant user group. When you accept the task, the icon changes to the blue information icon i-icon.png or the red warning icon red-error-circle-exclamation.svg. This indicates that the relevant task is assigned directly to you now.

In the bottom left corner of the table, you see how many entries it contains. You can set the number of entries that are displayed on one page to:

  • 20.

  • 50.

  • 100.

  • 200.

In the bottom right corner of the table, you see the number of pages. You can navigate between pages by selecting the page number, or using one of the buttons:

  • First.

  • Previous.

  • Next.

  • Last.

From the context menu icon bars-solid.png next to each task, you can select one of the following options:

Table 99. Active tasks context menu options

Context menu option

Description

pen-to-square-light.svg Open XTM Workbench

Use this menu option to open the relevant task in XTM Workbench. Depending on additional settings, you can enter it either in edit mode or in read-only mode.

pen-to-square-light.svg Open XTM Workbench in XTM Visual Mode

This menu option is displayed if the XTM Visual Mode has been enabled in your XTM Cloud instance and the source file is one of the supported formats. Depending on additional settings, it enables you to enter XTM Workbench either in edit mode or in read-only mode. Learn more about Visual mode in XTM Workbench.

copy_sharp_solid_brand_refreshed.svg Open File Manager

Use this menu option to open the Project – Files popup from where you can download reference material and generate, download and/or upload project files. You can also download them from XTM Workbench. To do so, open the relevant file in XTM Workbench. Then, from the top navigation bar, select Preview and then select the relevant file type from the dropdown.

book-solid.svg Open Terminology

This menu option is displayed if you have a Terminologist role in addition to your Linguist role. Use it to access and manage, export or import the terminology for the relevant customer.

share-from-square-down-left-solid.svg Assign back to user group

This menu option is displayed when you accept the task which has been assigned to a user group. It enables you to resign from completing the task. In this case the task again becomes available to other user group members.

chart-pie-solid.svg Show metrics

Use this menu option to open the Metrics popup in which you can check and download relevant file metrics.

brackets-curly-regular.svg Show metadata

This menu option is displayed if metadata file has been uploaded during project creation. It enables you to open the Metadata popup containing additional information about the relevant project.

comment-xmark-solid.svgcomments_brand_refreshed.svg Open corrector changes

This menu option opens the Corrector changes popup, which enables you to check corrector changes, if available.

clock-light.svg Enter time taken

This menu option is displayed if your Project Manager enabled calculating costs based on manual time tracking at the relevant workflow step. If you select this option, the Enter time taken popup is displayed. In it, you can manually enter time spent on the relevant task.

circle-caret-right-solid.svg Finish task

Use this menu option to finish the task without entering XTM Workbench. Depending on the task and project, the available finishing tasks options are:

  • Finish file tasks.

    • This task.

    • All file tasks.

    • Finish task [numbers of segments in the bundle].

  • Finish project tasks.

    • All my tasks in this project that are complete.

    • All tasks in this project.

    • All my tasks in this project & step.

circle-check-sharp-light.svg Accept task

This menu option is displayed if the task has been assigned to a user group. When you select this option, the relevant task is no longer displayed or available for other user group members. You can select one of the available acceptance options:

  • Accept this task.

  • Accept this task for all steps of this language.

  • Accept all tasks for this step of this language in this group.

  • Accept all tasks for this language in this group.

  • Accept all tasks from this step in this group.

  • Accept all tasks in this project in this group.

Ensure that you either accept or decline tasks assigned to you as soon as possible. This enables you to start working on your task on time and at the same time the project delivery won’t be affected.

circle-check-sharp-light.svg Accept tasks

This menu option is displayed if the Require acceptance of task/project parameter has been enabled on the project. You can select one of these acceptance options:

  • Accept this task

  • Accept this task for all steps of this language

  • Accept all tasks for this step of this language assigned to me

  • Accept all tasks for this language assigned to me

  • Accept all tasks for this step assigned to me

  • Accept all tasks in this project assigned to me

Ensure that you either accept or decline tasks assigned to you as soon as possible. This enables you to start working on your task on time and at the same time the project delivery won’t be affected.

Ban_Not_approved_TM.png Decline task

Use this menu option to decline an assigned task. When you select this option, your Project Manager is notified about it by email.

Ensure that you either accept or decline tasks assigned to you as soon as possible. This enables you to start working on your task on time and at the same time the project delivery won’t be affected.

circle-caret-left-solid.svgrevert_reject_circle_bran_refreshed.svg Reject task

This menu option is displayed when the relevant task is in the second or subsequent step in the workflow. It enables you to roll the task back to the previous workflow step.

  • Reject tasks in this file.

  • Reject all tasks in this project that contain “To be corrected” segments.

comments-solid.svg Create chat

Use this menu option to start a chat with relevant users. Learn more about XTM Query Management. The available options depend on the project and can include:

  • Open chat with PM

  • Open chat for PM and specific linguists

  • Open chat for linguists