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Assigning users to project steps

This topic describes how to assign users to workflow steps.

Procedure

  1. Display the project on the <Project Name> - Details screen (see Accessing projects).
  2. Click Assign Steps, the Assign Users screen is displayed. Entries displayed in red contain tasks that have no user assigned to them.
  3. Display the tasks to be assigned to a user:
    • To display all tasks for a single language pair, select the language pair in the box at the top of the Language Pair column. The screen now lists all tasks for the selected language pair, grouped by workflow step. Each entry in the list can represent several tasks.
    • To display all tasks that contain a particular workflow step, select the workflow step in the box at the top of the Workflow Step column. The screen now lists all tasks that contain the selected workflow step, grouped by language pair. Each entry in the list can represent several tasks.
  4. Select one or more entries from the screen and click Assign Tasks or Assign Users or Advanced Assign Users:
    • Click Assign Tasks if you want to see each task in the group and assign a selected user or group to each of them individually. The Assign Tasks <Project name> screen is displayed.
    • Click Assign Users if you want to assign a single user or group to the entire group of tasks. The Assign Users <Project name> screen is displayed.
    • Click Advanced Assign Users if you want to assign a single 'filtered' user to the group of tasks. This option works in the same way as Assign Users, but you apply filters to the list of available users; only users who match your filter criteria are available to assign to the tasks. When you click Advanced Assign Users the Advanced Assign Users<Project name> screen is displayed.
  5. Assign users to the tasks. Refer to the help for assistance with completing the screen.
  6. Click Submit to assign the tasks.
  7. Continue assigning users to tasks until all tasks have been assigned and there are no red entries on the Assign Users screen.