Production is made entirely of tasks that may have a start date, duration, completion date and a cost. Within production tasks you may create all the tasks that need to be completed in order for books to be published.
Selecting Production Tasks from the main Production Admin menu will take you to the new screen where you can create different elements of your production schedule that will then appear in a drop-down menu in Default Schedule. This will enable you to assign those tasks to different members of your team or set deadline dates for the tasks.
Click on Tasks/Costs from the main Production menu, you will be taken to the new screen:
This list will be empty if you haven't created any tasks/costs yet. Click on Create new, and a new window will show up:
Here you will be able to fill in blank fields.
Label: Name your task/cost, for example: Proofreading
There are also boxes to tick:
Task? Tick the box if it is a task
Cost? Tick the box if it is a cost
Or tick both boxes if it is a task and there are costs related to the task.
When you click on Task? and Cost? boxes more blank fields will show up.
Clicking on Task? more fields will show up on your screen:
Now just fill in the blank fields and tick the boxes:
Checkbox Label: This field allows you to add check boxes beside each task as they appear in the first two tabs of Book Production. You can create the label complete, and when members of your team finish their tasks, they can then tick the ‘complete’ box.
Department: Select Department (you previously configured) in charge for this task from the drop down menu.
Colour: Set a colour to represent the tasks on the Production Scheduling grid. To do so, click on the small box and adjust the colour by dragging the cursor up and down:
Click OK when you are finished.
Clicking on Cost? these blank fields will show up:
Account Code enter an account code Cost type: Select a cost type from the drop down menu.
Then check the boxes if applicable:
Indicates Printing? Tick this box if the task is a printing task: Send to printer for example
Editorial Print Date? Tick this box if you want the task to indicate the editorial print date.
Indicates Setting? Tick this box if this task indicates a setting task.
Assignable? Tick this box if a member of your team is assigned for this task.
Output? Tick this box if this task creates a product or a component of a product like a chapter of a book or the book itself. e.g: printing.
Shipping? Tick this box if this task involves shipping, so you can connect production dates with order dates.
Date in checklist? Tick this box if you want this task to show up as a date in the checklist screen.
Notes: Add any notes you might have about the task.
When finished click Create button and your Production task is created. It will show up on the list of your production tasks on the main Production tasks page.
Now all your tasks are on the list on the main Production tasks page. On this page you can also search your tasks by typing in the task into the search box.
To edit your Production task click on the task you want to edit and you can change the information already there.
Once you are finished with editing click the Update button and you will be back on the main Tasks/Costs page.
To remove tasks from the system click on the box beside the relevant label and then click Remove Selected button.