Active tasks tab
In the top left-hand corner of the Active tasks tab screen, you see a dropdown with these 3 options:
My tasks – Select this option to only display tasks that have been assigned directly to you.
Group tasks – Select this option to only display tasks assigned to the user group that you are a part of.
All (default) – Select this option to display tasks assigned directly to you and to your user group.
In the top right-hand corner of the Active tab screen, you see a circle diagram displaying your current progress in all active tasks. In the middle of the circle, you see the percentage of all tasks completed. When you hover over the diagram, you see your current word count versus the total word count in all active tasks.
In the top right-hand corner of the Active tasks tab screen, next to the circle progress diagram, 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.
Linguists can open XTM Workbench directly from the Tasks tab screen by clicking on the relevant task. Alternatively, they can select the context menu icon 
and 
Open XTM Workbench or the Open XTM Workbench in XTM Visual Mode menu option. Depending on additional settings, they can enter XTM Workbench either in edit mode or read-only mode. For example, if the Require acceptance of task/project has been enabled by the Project Manager (for details see Creating a project: Workflow), Linguists can only enter XTM Workbench in read-only mode before they accept the task.
Note
XTM Visual Mode is only available if 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 that contains the following information:
Project – sortable.
File WWC – sortable. This column is displayed if it has not been hidden 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. If the task is already overdue, the due date is highlighted in red.
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 (for details, see Cost settings) and your Project Manager, you can use the toggle switch to mark the relevant task as chargeable, or not chargeable.
– This column is only displayed if your XTM Cloud Administrator has enabled manual time tracking for Linguists (for details, see Cost settings). If your Project Manager enabled this option for your job, in the time input field, enter the amount of time the relevant task has taken you. If you do not enter the time taken in the table column and you select the
Finish task context menu option, you will be prompted to enter the missing value in the Finish task popup.Words – This column displays the total word count in the relevant task.
Progress – This column displays the completion rate for the relevant task, as a percentage.
sortable status icons with additional information:
the workflow step name.
a short description of the relevant workflow step.
Description – project description.
Ref ID – project reference ID.
custom fields selected for the relevant project and values.
tags selected for the relevant project.
the workflow step name.
a short description of the relevant workflow step.
information about a user group to which this task has been assigned.
Description – project description.
Ref ID – project reference ID.
custom fields selected for the relevant project and values.
tags selected for the relevant project.
In the top and bottom right-hand corner of the table, you see the number of pages. You can navigate between pages by selecting the page number, typing it in, or using the chevron left 
and chevron right 
icons.
In the bottom left-hand 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:
10.
20.
50.
100.
From the context menu icon on the right-hand side of the screen, next to each task, you can select one of the following options:
Context menu option | Description |
|---|---|
| Select this menu option to open the relevant task in XTM Workbench. Depending on additional settings, you can enter it either in edit mode or read-only mode. |
| This menu option is displayed if the source file is one of the supported formats. For details, see Visual mode in XTM Workbench. Depending on additional settings, it enables you to enter XTM Workbench either in edit mode or in read-only mode. |
| Select 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. |
| This menu option is displayed if you have the Terminologist role in addition to your Linguist role. Select it to access and manage, export or import the terminology for the relevant customer. |
| This menu option is displayed when you accept a task which has been assigned to a user group. Select it to withdraw from completing the task. If you do so, the task again becomes available to other user group members. |
| Select this menu option to open the Metrics popup in which you can check and download relevant file metrics. |
| This menu option is displayed if metadata file has been uploaded during project creation. Select it to open the Metadata popup, which contains additional information about the relevant project. |
Open corrector changes | This menu option opens the Corrector changes popup, in which you can check corrector changes, if available. |
| Select this menu option to finish the task without entering XTM Workbench. Depending on the task and project, the available finishing tasks options are:
NoteDepending on the workflow settings selected by your Project Manager, this option is only active if all segments in the relevant task have been set as Completed. For details see Modifying the workflow and setting dues dates for steps. |
| 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 these acceptance options:
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 project delivery won’t be affected. |
| This menu option is displayed if the Require acceptance of task/project setting has been enabled for the project. You can select one of these acceptance options:
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 project delivery won’t be affected. |
| Select 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 project delivery won’t be affected. |
Reject task | This menu option is displayed when the relevant task is in the second or subsequent step in the workflow. Select it to roll the task back to the previous workflow step.
|
| Select this menu option to start a chat with relevant users. For details, see XTM Query Management. The available options depend on the project and can include:
|
