A production schedule for a single title is made up entirely of tasks that may have a start date, duration, completion date and a cost attached. Within production tasks/costs, you may create all the tasks that need to be completed in order for a 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 and tick the appropriate items.
Label: Name your task/cost, for example: Proofreading
When you click on either of the two items listed below, more blank fields will show up, as shown in the screen shot.
Task? Tick this box if the label relates to a specific task.
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, for instance, 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 task 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 is where you can store the relevant account code if your organisation has separate budgets for different departments.
Cost type: Select a cost type from the drop-down menu. This is another way of differentiating department costs.
Then check the following boxes if applicable:
Indicates Printing? Tick this box if the task is a printing task, for instance: Send to printer.
Editorial Print Date? Tick this box if you want the task to indicate the editorial print date. This is useful if your editorial department needs to receive copies ahead of the publication 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 you are finished, click Create button and your Production task will appear on your list of tasks on the main Production tasks page (as shown in the first image on the top of this article).
Do this again for all tasks associated with your production schedule.
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 item so 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 the Remove Selected button.