Checklists

Eugene Kuchynski — Fri, 23 Apr 2021 08:10:23 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 8:10:23 AM

This type of reference data allows to create predefined lists, which can be quickly inserted into translation projects, jobs and assignments.

Checklists are used to define custom workflow, reminding your or your vendors to performs some actions before delivering a project/job/assignment. Each item of checklist has priority and explanation. Depending on priority, each item gets different color.

To view a list of custom checklists, select Reference data > Checklists in the navigation tree.

Checklist creation window:

It contains only Name field and a table of items. For each item you can set priority and explanation text.

You may have as many predefined checklists as needed, and then insert them into translation projects, jobs and assignments. Additionally, you can select some checklists as default, so they will be automatically inserted into corresponding entities when they are created.

To set default checklist, open Settings > Application settings, and find Checklists group. This group contains three fields, which allow to select default checklist for each type of entity.

Tags: checklists, reference data