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3. Assignments and progress

You use Assignments and Progress to help organise your work and to see which tasks to do next. Once you have finished the task, you should mark it as completed so that you can report on what has been achieved. [If you have used an earlier version, you will see that it has dramatically improved in Paratext 9.]

Before you start
The information for Assignments and Progress comes from the project plan. It must have been added and configured first. [This is usually done by your project administrator who will add the appropriate organisational plan and configure it for your team.]

Why is this important?
There are so many tasks to be done in a translation project. It is important to have a system to make sure these are all done. Now that your plan has been configured, you can use the plan to see what tasks have been assigned to you to be done next. When you finish the task, you can mark the task as completed and see the next task to do. You can use this information to generate reports for supervisors and donors (see Project progress).

What are we going to do?
You will mark a variety of tasks as complete. The exact steps will vary slightly depending on whether the task is set to once per project, once per book, or by chapter. The place to mark progress for all types of tasks is the Status column.

3.1 View tasks that need to be done

  1. In your project, click Assignments and Progress button
    [≡ Tab under Project menu, select Assignments and progress]
  2. From the first dropdown menu, choose either My tasks or All tasks
    • A list of the various tasks and checks are displayed.

You can see more details on any task by clicking on the name of the task.

3.2 Identify the next task

The list of tasks shows the uncompleted tasks, each with a colored bar beside it.

  1. Identify the next task for you need to do. It will have either a green or slashed green bar.
  2. Check that it is not waiting for another task. In this case it will have a red slash bar.
  3. Do the task (see other modules if necessary).

When the task is finished, see the instructions below to mark it as completed. (A check is completed when there are 0 issues.)

3.3 Mark a task as complete

Mark a book task as completed

  1. Click on the checkmark to the left of the status.
    • It should turn solid to show it is completed.

Mark a chapter task as completed

  1. Click + to mark the next chapter as complete
  2. To mark other chapters as complete you can click on the word Completed
    • A dialog box is displayed with a list of the chapters.
  3. Check the chapters that have been completed.

3.4 Checks

  • If the task is a check, the status of the check will either say Setup required or it will show number of remaining issues.
  • A check is complete when there are No issues.

Checks – setup required (Administrator)

  1. Click the blue link "Setup required"
    • Paratext 9 will run the appropriate inventory or open the settings for that check.
  2. Complete the setup as appropriate.
  3. Close the window when finished.

If there is more than one inventory required for a check (e.g. capitalization) you will need to set them up manually from the Checking menu.

Checks – issues

  1. Click on the blue link “…issues”
    • A list of errors is displayed.
  2. Make the necessary corrections.
  3. Close the list result (if desired).
  4. ≡ Paratext under Paratext > Save all (or Ctrl+s).
  5. Return to Assignments and Progress.

The check is considered complete with there are 0 issues. If you are unable to complete a check, it is possible to postpone the check to a later stage.

Postpone check

  1. ≡ Tab, under Project menu, select Assignments and Progress
  2. Change to All tasks view
  3. Hover over a check that has issues
  4. Click Postpone (which appears to the right of the Status column),
  5. Choose which stage you want to postpone the check
  6. Type the reason for postponing the check.
    • The check will move to that stage.