Marking items as "Done"

This lesson will show how to mark an item as "Done" and commit it to the next workflow step.

Job items

Job items can be moved individually through a workflow. The progress bar next to a job in the 'Jobs' tab shows you how many job items are in your current job.

Example in the screenshot above:

  • Total number of items in your job: 107
  • What you have marked as 'Done' and sent for review: 65
  • Job items still to address (i.e. marked as 'New'): 42

Marking items as "Done"

There are four ways to mark items as 'Done':

  1. via the 'Content Marker' menu
  2. via the text editor drop-down menu
  3. via the thumbnail spreads
  4. via the 'Structure' panel

The marker for a job item that is marked as 'Done' turns green in both the document preview and the 'Structure' panel.

NOTE:
You can also mark items back to 'New' using the same methods.

NOTE:
You can mark all items on a spread as 'Done' at once by using the thumbnails. You do not need to have the thumbnail loaded at the time. You can also highlight multiple items across multiple spreads in the 'Structure' panel and mark them all as 'Done' in one click.

NOTE:
Depending on the assigned user privileges, editors may or may not add notes to job items.

Commit items to next workflow step

Commit items to next workflow step

When job items have been marked as 'Done', a 'Question' window is displayed as you exit the 'Job Editor'.

Click 'Yes' if you want to commit all items marked as 'Done' item to the next workflow step.

NOTE:
This question does not appear if there are no further workflow steps.

NOTE:
Items that have been committed to the next workflow step are no longer available to you for editing/review.

NOTE:
Simply saving the document does not commit any 'Done' job items to the next step. You must explicitly click 'Yes' in this 'Question' window to commit job items to the next workflow step.

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