Navigating the "My Tasks" Section in Smartcat

The "My Tasks" section is available to all internal reviewers, typically found in workspaces. It handles internal assignments (referred to as "My team assignments"). External assignments from the marketplace (called "Jobs") are managed separately.

You can access the "My Tasks" interface by navigating to the appropriate section of your Smartcat workspace. It presents all your tasks in one place, ensuring easy navigation and task management.

The "My Tasks" section displays all your tasks in a clean, organized list. Editors don’t need to go to each project to see their tasks. Instead, they have all of their project tasks in one overview on a single page. This list is broken down into three categories:

Each task can be clicked on to view detailed information, including task scopes and progress. This enables you to manage your workflow efficiently without leaving the page.

1. Customizable Columns:

• The interface allows you to customize the table columns based on your preferences. Columns like Task ID, Files, Units, and Progress can be rearranged, and some can be turned off for a cleaner view.

• Task ID is a fixed column and cannot be moved or hidden.

2. Task Details:

• Clicking on a task opens a detailed view that includes a breakdown of task-related files and an overview tab. The Files tab allows you to manage specific task scopes, filter files, open files in the CAT editor, or download them.

• The Overview tab provides context about the task owner, status, and other relevant details.

3. Task Statuses:

Each task can have various statuses such as:

• New: Tasks that haven’t been accepted or rejected.

• In Progress: Tasks that have been accepted and are being worked on.

• Pending: Tasks that are blocked by another workflow stage.

• Waiting for Payment: Tasks that are completed but awaiting payment.

• Completed: Finished tasks, with or without payment required.

4. Task Controls:

Before accepting a task, you can:

• Accept the task to start working on it.

• Preview File to check the task before deciding to accept it.

• Decline the task, which will remove it from your task list.

After accepting the task, you will have the option to:

• Open File directly in the CAT editor for editing.

5. Filters:
The "My Tasks" interface includes robust filtering options, allowing you to apply multiple filters to focus on specific tasks. The filters you select are saved, even if you leave or refresh the page, making it easier to maintain personalized settings across sessions.

6. Additional Settings and Task Actions:

Task actions such as rearranging columns, saving filter settings, and managing task controls are accessible via an intuitive menu. For more detailed controls, clicking on the three-dot menu (context menu) next to tasks provides additional options like accepting, previewing, or declining tasks.

To view detailed information about a task:

1. Log into Smartcat and navigate to the "My Tasks" section from your workspace.

2. Locate the task you want to view in the task list. You can filter tasks by status (e.g., "New" or "In Progress").

3. Click on the task row to open its details.

The task details will open in a pop-up with two tabs:

• Files Tab: Displays all task-related files and their statuses.

• Overview Tab: Shows general task information such as task owner, deadlines, and assignment context.

When a new task is assigned, you can choose to accept or decline it.

1. Locate the task in the "New" section of the "My Tasks" list.

2. Click the three dots (context menu) next to the task.

3. Choose one of the following options:

• Accept: If you are ready to take on the task, click this option. The task will move to "In Progress."

• Preview File: If you want to inspect the task before accepting it, you can preview the associated files.

• Decline: If you are unable to work on the task, click to decline. The task will disappear from your list.

Once you have accepted a task, you can open its files directly.

1. Click on the accepted task in your "In Progress" list to view the task details.

2. Navigate to the Files Tab in the task details pop-up.

3. Select a file from the list of task files.

4. Choose the Open Editor button to open the file directly in Smartcat's CAT editor.

To start working on a task in the CAT editor:

1. Open the task details by clicking on the task row from the "My Tasks" list.

2. In the Files Tab, select the file you wish to edit.

3. Click the Open Editor button to access the file in the CAT editor, where you can begin your work.

You can monitor the progress of all your tasks in the "My Tasks" section.

1. View the "My Tasks" list, where each task is displayed with its current status.

2. The Status column shows the following statuses for each task:

   • New: Task is unaccepted.

   • In Progress: Task is currently being worked on.

   • Pending: Task is blocked by a previous workflow stage.

   • Waiting for Payment: Task is completed but awaiting payment.

   • Completed: Task is finished, and no further action is required.

3. Check the progress of individual files within a task by opening the Files Tab in the task details. Each file will show a scope status:

   • Pending: Not yet started.

   • In Progress: Work on the file is ongoing.

   • Completed: The file has been fully processed.

The "My Tasks" section in Smartcat offers a highly flexible, user-friendly interface that simplifies task management for reviewers. Its customizable features, comprehensive task details, and easy-to-use controls make it an essential tool for anyone looking to streamline their work within Smartcat. Whether managing tasks for yourself or working as part of a team, the "My Tasks" interface helps ensure you stay on top of your assignments with minimal hassle.