Terminology managers can use our new Task Board for the standardised management and editing of requests and tasks and to assign certain work to colleagues according to more nuanced principles.
- New board structure
- Creating a system for term suggestions in the draft phase
- Using subtasks to edit term tasks as a team
- New task type: Check terms
- Saving templates for workflows
New board structure
The Task Board has now been reduced to three progress levels: NEW, IN PROGRESS and COMPLETED.
You can now use the ‘Add’ button to add your work step. In this case you access a drop-down list to select the type of request or task directly.
You are then shown the usual forms to continue defining the task, such as by selecting the database and writing the briefing.
This request or task is then shown in the board as ‘NEW’.
You will continue to receive term requests from other users in this column, which you can reject as usual.
Both requests and tasks can now be edited in the same way in the new board. Draft terms can also be prepared and subtasks assigned to users.
Creating a system for term suggestions in the draft phase
It is now easier to establish a system to manage term suggestions you receive when editing user requests.
If you discover two or more terms with the same meaning in the list of suggestions that therefore belong in a single entry, you can simply merge them by clicking on the yellow ‘+’ icon next to the term.
The term is then moved to the open entry. Term attributes and languages for this term that have already been edited will also be moved to the entry.
Using subtasks to edit term tasks as a team
Subtasks are now used to manage collaboration on term requests and tasks.
You can now assign subtasks to other more suitable colleagues for all work that you cannot or do not want to complete as the terminology manager, e.g. adding certain languages or attributes outside the subject area.
In doing so, you can define precisely which work needs to be carried out, so whether new entries are to be created, languages added or information edited concerning the term or the entry.
In the next step, you can now also define the attributes for each subtask that should be defined for the terms or the new entries.
Example for a compiled workflow of subtasks
Saving and reusing templates for workflows
Once you have compiled a suitable workflow of subtasks to complete a task, you can save it by clicking on the ‘Save as a Template’ button to enable simple reuse for other tasks or requests:
You can retrieve and delete saved workflows under the ‘Templates’ task in the termbase settings.
New task type: Check terms
We have included a new type of task in Lexeri with the subtask ‘Check Terms’.
You can use this subtask to entrust colleagues with checking and accepting the terminology created or edited for the task.
Like terminologists entrusted with other subtasks, the colleagues can make changes to the draft terms and therefore take charge of the final correction step before finalising the terminology that the terminology manager then releases for the termbase.