Task Menu for Editors

You may have access to a Production Tasks or Tasks tab. This menu may include the following sections and folders (depending on what features are enabled on the publication site and what permissions are enabled for your role).

For publications using production tracking, links on this menu enable users to handle production tasks related to submissions and schedule groups.

For publications using the Task Manager feature, links on this menu enable users to handle editorial tasks related to submissions that are still in the editorial workflow. If your role has been granted permission to work with Task Manager, you may see Task Manager labels rather than names that refer to "production." See Task Manager for Editorial Tasks.

Links are arranged in sections in the center of the page or in the left sidebar.

Sections in the center menu may be set as expanded or collapsed and will retain the chosen state. These sections may include:

To-Do List

Submission Tasks Assigned to Me contains all submission-related tasks assigned to the user. (Editor role must have the permission, Receive Production Task.)

Schedule Group Tasks Assigned to Me contains all Schedule Group production task assignments for the user. (Editor role must have the permission, Receive Production Task.)

At-Risk Submissions contains submissions that are at risk of not meeting target publication dates because key production tasks are behind schedule (i.e., a task has not been started or completed by the scheduled date). (Editor role must have the permission, View At-Risk Submissions.)

For details on handling tasks, see Access and Submit Production Task and Assign or Reassign Production Task.

Overview

View All Submissions in Task Manager contains submissions for which at least one editorial task has been assigned. (Editor role must have the permission, Assign Editorial Tasks in Task Manager.) For more information, see Task Manager for Editorial Tasks. This folder is suppressed if there are no submissions in it.

Production Initiated – No Tasks Assigned contains submissions for which production has been initiated, but no tasks have yet been assigned (or all tasks have been cancelled, but the submission is still actively in production). (Editor role must have the permission, Initiate Production Manually.)

Submission Tasks I Have Assigned contains all submission-related production tasks assigned by the user. (Editor role must have the permission, Assign Submission Production Task.) This folder is suppressed if there are no submissions in it.

Schedule Group Tasks I Have Assigned contains all Schedule Group–related production tasks assigned by the user. (Editor role must have the permission, Assign Schedule Group Production Task.)

View All Submissions in Production contains all submissions for which at least one production task has been assigned and all submissions that have been assigned to a Schedule Group. (Editor role must have the permission, View All Submissions in Production.)

View All Production Tasks With Authors contains all submissions with a production task assigned to an Author. (Editor role must have the permission, View All Submissions in Production.) This folder is suppressed if there are no submissions in it.

Production Status Grid displays a grid view of submissions in production and related tasks. (Editor role must have the permission, View Production Status Grid.)

Scheduling

A Scheduling section appears if the Editor role has permission to manage schedule groups. For details, see Manage Schedule Groups.

Linked Submission Groups

A Linked Submission Groups section appears if the publication uses the linking feature and the Editor role has related permissions. For details, see Linked Submissions.

Completed

View All Submissions with Production Completed contains all submissions that have completed the production process. (Editor role must have the permission, View All Submissions in Production.)

Reports

Editor role must have one or more reporting permissions. For details, see Production Task Reports.

Left sidebar

Search

Links in this section provide the user with access to the Search Submissions and Search People tools. (Editor role must have corresponding RoleManager search permissions.) For information about searching, see Search Functions.

Saved searches appear in an expandable list below the search tool links.

Enterprise View

Users with production responsibilities on multiple publications may see an Enterprise View tab. Enterprise View enables users to manage tasks and production processes across multiple publications from a single location. For details see, see Using Enterprise View.

 

 

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