This article will show users how to add tasks to a deliverable. To learn more about tasks, click here.
Tasks allow Operations to know what jobs need to be done prior to delivery (down-converts, QC, etc). Available tasks will differ based on the deliverable and cannot be added to an order until a deliverable is added first.
Tasks can be added and removed individually or in bulk.
Add Task
To add a task, click on the “+” icon on the given deliverable row in the Task column. In this example, a task is being added to the Feature (aa) deliverable.
Clicking on the + icon will open a popup menu. Click on Task Type to expand what Tasks are available for this deliverable type.
In this example, we'll be adding a Mastering Audit Task. Once the task type is selected, clicking on OK will add the selected task to the deliverable. The page will automatically reload with the applied change.
Should a task no longer be needed, click on the X to the right of the task.
PDX will ask for users to confirm if this change is intentional. There is no undo button so please review the confirmation pop-up before proceeding.
If the user clicks on Yes, the page will reload with the selected task removed.
Bulk Add/Remove Tasks
Users can add and remove multiple tasks across multiple orders that have the same deliverable type. Adding / Removing tasks can be done on the:
- Order Items Dashboard
To add or remove tasks across multiple order items, navigate to the Order Item Dashboard and select one or more order items. Once the order items are selected, open the Actions menu at the top of the page and select "Add/Remove Task".
The remaining steps are the same as adding or removing tasks from an individual order page.
- Orders page
To add or remove tasks across multiple order items from Oder detail page, navigate to the Order page and select multiple Order Items.
Once the order items are selected, click on the Actions menu located at the top menu, select “Add/Remove Task”.
Clicking “Add/Remove Task” will open a new pop-up menu where users can choose to Add or Remove a specific deliverable.
If the Add option is selected, the Deliverable dropdown will provide a list of all available deliverables across the selected order items. Select the deliverable the task is to be added to.
Next, select the task that will be added to this deliverable (Artwork)
Some deliverables will request users to supply additional information such as Language.
If the Add option is selected, the Deliverable dropdown will provide a list of all available deliverables across the selected order items. Select the deliverable the task is to be added to.
Alternatively, the user may also select removing tasks from deliverables associated with the assets selected.