Editorial Tasks

Within the Editorial Module, you have the ability to set an Editorial Checklist, a Completion Schedule and Active Tasks. In order to use these functions, you first need to configure the Editorial Tasks which will populate these fields. Editorial --> Editorial Admin --> Editorial Tasks.

This will take you to a page that, once set up, will list your editorial tasks, as shown below.

1. To create a task, select Create New. This will take you to a new page, shown below:

2. Give the task a name, such as proofreading, in the Task field.

3. You can now select where in your system you want this task to be available.

In Schedule: selecting this field will allow your task to be selected within the Completion Schedule that is visible within your Editorial Schedule.

In Active List: this field allows the task to be selected as an 'Active Task'

4. The system is configurable to your internal workflows, allowing you to label a task as is most useful to you. However, for reporting purposes, the system requires to you to check the following boxes as appropriate.

Contract?: If your task signifies that the title has been contracted, please select this box.

Manuscript?: If your task signifies that a manuscript has been received, please select this box.

Final Manuscript?: If your task signifies that the final manuscript has been received, please select this box.

Sample Chapters?: If your task signifies that sample chapters have been received, please select this box.

Date in Checklist? Checking this box will make this task appear as a date, rather than a checkbox, within the Editorial Checklist page.

5. When creating tasks in Editorial, the Editorial toggle on the right hand side will automatically be selected. However, if this is also a task that you would like to sit in Production, you can select the Production toggle as well.

6. Select Create, and your task will be saved. You can edit tasks once they have been completed by selecting them from the list of tasks (shown in the first screenshot).