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docs: update User Tasks articles for Crowdin and Enterprise #711

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78 changes: 41 additions & 37 deletions src/content/docs/crowdin/tasks/user-tasks.mdx
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Expand Up @@ -38,47 +38,50 @@ You can view, filter, and manage tasks assigned to you, allowing for efficient t

<Image src={tasksUserPage} alt="User Tasks" />

### Viewing and Filtering Assigned Tasks
### Searching, Filtering, and Sorting Assigned Tasks

To view and filter all tasks assigned to you, open your profile and select **My Tasks** on the left sidebar
To view and filter all tasks assigned to you, open your profile and select **My Tasks** on the left sidebar.

You can view your tasks in the following two sections:

* *All* &ndash; all the tasks assigned to you.
* *Archived* &ndash; the tasks you archived.

<Aside>
If you archive a task assigned to several users, it will be shown on the *Archived* section for you and remain on the *All* section for the other users.
</Aside>

On the **My Tasks** page, you can view tasks with the following details:
On the **My Tasks** page, tasks are displayed in a table with the following columns:

* Type &ndash; indicates whether the task is for translation (<Icon name="mdi:translate" class="inline-icon" />) or proofreading (<Icon name="mdi:spellcheck" class="inline-icon" />).
* ID &ndash; the unique identifier for the task.
* Name &ndash; the title of the task.
* Task type label &ndash; indicates whether the task is for translation or proofreading.
* Title &ndash; the title of the task. Click a task title to open the task details.
* Status &ndash; the current status of the task.
* Project name &ndash; indicates the project in which the task is created.
* Target language &ndash; the target language involved in the task.
* Words left &ndash; the number of words left to be translated or proofread.
* Project &ndash; the project in which the task is created. Click a project name to open the project.
* Language &ndash; the source-to-target language pair for the task.
* Progress (words) &ndash; the number of words left to be translated or proofread.
* Created at &ndash; when the task was created.
* Started at &ndash; when the task was moved to **In Progress**, **Done**, or **Closed**.
* Resolved at &ndash; when the task was moved to **Done** or **Closed**. If a task is moved to **Done** and then later to **Closed**, this date stays unchanged.
* Due date &ndash; the deadline for task completion, if specified by the project manager.

By default, all tasks are displayed on the **My Tasks** page. To filter the tasks displayed, click <Icon name="mdi:filter-variant" class="inline-icon" /> and use the available filter options:
<Aside type="tip">
**Created at**, **Started at**, and **Resolved at** are hidden by default. Click <Icon name="mdi:view-column" class="inline-icon" /> **Columns** to show optional columns. **Type**, **ID**, and **Title** are fixed and can't be hidden.
</Aside>

* Projects: All, specific projects.
* Status: All statuses, To Do, In Progress, Done, Closed, Pending
* Language: All languages, specific language.
* Due date: All, Overdue now, Custom range.
* Created at: All, Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, Custom Range.
Tasks are sorted by **ID** in descending order by default (newer tasks first). Click the **ID** column header to switch to ascending order (older tasks first); click it again to switch back.

To filter tasks, click <Icon name="mdi:filter-variant" class="inline-icon" /> **Filters** and use the available options:

* State: Active (default), All, Archived. <Aside> If you archive a task assigned to several users, it appears under **Archived** for you (or in **All**). For other assignees, the task remains under **Active** (and **All**).</Aside>
* Projects: All projects or a selected project (you can use search to find a specific project).
* Type: All types, Translate by own translators, Proofread by own proofreaders, Translate by vendor, Proofread by vendor.
* Status: All statuses, To Do, In Progress, Done, Closed, Pending.
* Source language: All languages or a selected source language.
* Language: All languages or a selected target language.
* Due date: All, Overdue now, Custom Range.
* Created at: All, Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, Custom Range.
* Started at: All, Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, Custom Range.
* Resolved at: All, Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, Custom Range.

To search for a particular task, enter its ID or title keywords in the **Search tasks** field.

To search for a particular task, type its name in the **Search tasks** field.
To reset all selected filters to default values, click <Icon name="mdi:close" class="inline-icon" /> **Clear filter**.

To sort tasks, click **Sort by** and select one of the available options:
To manage a specific task from the list, click <Icon name="mdi:dots-horizontal" class="inline-icon" /> on the needed task to open the context menu. Available actions include **Open**, **Open Editor**, **Change status** (with **To Do**, **In Progress**, **Done**, **Closed**), **Archive**, and **Delete**.

* ID
* Created at
* Resolved at
* Due date
The upper-right toolbar helps you manage selected tasks. You can change task status (**To Do**, **In Progress**, **Done**, **Closed**), archive tasks, delete tasks, and configure visible columns. The **Change status**, **Archive**, and **Delete** controls are disabled until at least one task is selected.

### Viewing Task Details

Expand All @@ -88,24 +91,25 @@ To view task details, follow these steps:

<Steps>
1. Open your profile home page and select **My Tasks** on the left sidebar.
1. Click on the task you want to view.
1. Open task details by double-clicking a task in the table, clicking its title, or opening the context menu and selecting **Open**.
</Steps>

The task will open directly within the project it's associated with. Alternatively, you can access your assigned tasks by navigating to the specific project's **Tasks** tab and selecting yourself using the **Assignee** filter parameter.
The task opens directly within the project it's associated with. Alternatively, you can access your assigned tasks by navigating to the specific project's **Tasks** tab and selecting yourself using the **Assignee** filter parameter.

<Aside type="tip">
The tasks assigned to you are marked with <Icon name="mdi:star" class="inline-icon" /> next to the task name.
</Aside>

Click on any task in your list to view its details. In addition to the details available when [viewing all of your assigned tasks](#viewing-and-filtering-assigned-tasks), you will also see these details:
In addition to the details available when [viewing all of your assigned tasks](#searching-filtering-and-sorting-assigned-tasks), you will also see these details:

* Created by &ndash; the user who created the task.
* Created and modified dates &ndash; when the task was created and modified.
* Started and resolved dates &ndash; timestamps indicating when you started and completed the task.
* Created &ndash; when the task was created.
* Modified &ndash; when the task was last modified.
* Started &ndash; when work on the task began.
* Resolved &ndash; when the task was completed.
* Strings modified &ndash; the modification period for strings included in the task.
* Members &ndash; a list of assignees with the time spent, words assigned, and words left for each member.
* Files &ndash; files associated with the task.
* Members &ndash; details like the number of words assigned to and remaining for each member.

You can also open the task in the Editor by clicking **Translate** or **Proofread**, depending on the task type.

If you prefer to work offline, click <Icon name="mdi:cloud-upload" class="inline-icon" /> in the upper-right corner and select **Export in XLIFF**. When you are finished translating, use **Upload XLIFF translations** to upload your translations.

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85 changes: 51 additions & 34 deletions src/content/docs/enterprise/tasks/user-tasks.mdx
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Expand Up @@ -38,43 +38,61 @@ You can view, filter, and manage tasks assigned to you, allowing for efficient t

<Image src={myList} alt="My Tasks" />

### Viewing and Filtering Assigned Tasks
### Searching, Filtering, and Sorting Assigned Tasks

To view and filter all tasks assigned to you, go to your **Workspace** and select **Tasks** on the left sidebar.

On the **Tasks** page, you can view tasks with the following details:
On the **Tasks** page, tasks are displayed in a table with the following columns:

* Type Icon (<Icon name="mdi:translate" class="inline-icon" /> or <Icon name="mdi:voicemail" class="inline-icon" />) &ndash; indicates whether the task is for Translation or Proofreading.
* ID &ndash; the unique identifier for the task.
* Name &ndash; the title of the task.
* Due date &ndash; the deadline for task completion, if specified by the project manager.
* Source and target languages &ndash; The languages involved in the task.
* Words left &ndash; the number of words left to be translated or proofread.
* Progress bar &ndash; the visual representation of task progress.
* Time since creation &ndash; the number of days or weeks since the task was created.
* Type &ndash; indicates whether the task is for translation (<Icon name="mdi:translate" class="inline-icon" />) or proofreading (<Icon name="mdi:voicemail" class="inline-icon" />).
* Title &ndash; the title of the task. Click a task title to open the task details.
* Status &ndash; the current status of the task.
* Assignees &ndash; the users assigned to the task.
* Project &ndash; the project in which the task is created. Click a project name to open the project.
* Language &ndash; the source-to-target language pair for the task.
* Progress (words) &ndash; the number of words left to be translated or proofread.
* Created by &ndash; the user who created the task. Click a user name to open a profile pop-up with their name, username, local time, **Direct messages**, and **Invite to projects**.
* Created &ndash; when the task was created.
* Due date &ndash; the deadline for task completion, if specified by the project manager.
* Start date &ndash; when the task was moved to **In Progress**, **Done**, or **Closed**.
* Resolved date &ndash; when the task was moved to **Done** or **Closed**. If a task is moved to **Done** and then later to **Closed**, the resolved date stays unchanged.

<Aside type="tip">
**Created**, **Start date**, and **Resolved date** are hidden by default. Click <Icon name="material-symbols:table-chart" class="inline-icon" /> **Select columns** to show or hide optional columns. **ID**, **Type**, and **Title** are fixed and can't be hidden.
</Aside>

Tasks are sorted by **ID** in descending order by default (newer tasks first). Click the **ID** column header to switch to ascending order (older tasks first); click it again to switch back.

By default, all tasks are displayed on the Tasks page. To filter the tasks displayed, click <Icon name="mdi:filter-variant" class="inline-icon" /> and use the available filter options:
To filter tasks, click <Icon name="mdi:filter-variant" class="inline-icon" /> **Filter** and use the available options:

* Projects: All, specific projects.
* Source language: All, specific language.
* Target language: All, specific language.
* Assignee: All, Assigned to me, specific user.
* Created by: All, By me, specific user.
* Due date: All, Overdue now, Custom range.
* Created: All, Custom range.
* Projects: All, selected projects, or groups.
* Type: All, Translate by own translators, Proofread by own proofreaders, Translate by vendor, Proofread by vendor.
* Status: To Do, In Progress, Done, Closed, Pending, For Approval.
* Source language: All or a selected source language.
* Target language: All or a selected target language.
* Assignee: All, Assigned to me, or a specific user.
* Created by: All, By me, or a specific user.
* Due date: Any date, Overdue now, Custom range.
* Created: Any date, Custom range.
* Start date: Any date, Custom range.
* Resolved date: Any date, Custom range.
* Status: All, To Do, In Progress, Done, Closed, Pending, For Approval.

To search for a particular task, type its name in the **Search** field.
To search for a particular task, enter its ID or title keywords in the **Search** field.

To sort tasks, click **Sort by** and select one of the available options:
To reset all selected filters to default values, click <Icon name="mdi:close" class="inline-icon" /> **Clear**.

* ID
* Date created
* Resolve date
* Due date
To manage a specific task from the list, click <Icon name="mdi:dots-vertical" class="inline-icon" /> (or right-click) on the needed task to open the context menu. Depending on task status and your permissions, the menu can include **View task**, **Open in Editor**, **Move to** (with **Move to To Do**, **Move to In Progress**, and **Move to Done**, shown based on the current task status), **Close**, **Edit**, and **Delete**. For closed tasks, **Move to** is not shown and **Close** is replaced with **Reopen**.

<Aside type="tip">
To open a task directly in the Editor, double-click it in the task list.
</Aside>

The upper-right toolbar helps you manage selected tasks:

* <Icon name="mdi:arrow-right" class="inline-icon" /> **Move to** &ndash; changes status to **To Do**, **In Progress**, **Done**, or **Closed**. Select the target status and click **Apply**.
* <Icon name="mdi:bin" class="inline-icon" /> **Delete** &ndash; removes selected tasks after confirmation.

Both buttons are disabled until at least one task is selected.

### Viewing Task Details

Expand All @@ -84,20 +102,19 @@ To view task details, follow these steps:

<Steps>
1. Go to your **Workspace** and select **Tasks** on the left sidebar.
1. Click on the task you want to view.
1. Open task details by clicking its title or opening the context menu and selecting **View task**.
</Steps>

The task will open directly within the project it's associated with. Alternatively, you can access your assigned tasks by navigating to the specific project's **Tasks** section and selecting yourself using the **Assignee** filter parameter.
The task opens directly within the project it's associated with. Alternatively, you can access your assigned tasks by navigating to the specific project's **Tasks** section and selecting yourself using the **Assignee** filter parameter.

Click on any task in your list to view its details. In addition to the details available when [viewing all of your assigned tasks](#viewing-and-filtering-assigned-tasks), you will also see these details:
In addition to the details available when [viewing all of your assigned tasks](#searching-filtering-and-sorting-assigned-tasks), you will also see these details:

* Created by &ndash; the user who created the task.
* Date created &ndash; when the task was created.
* Started and resolved dates &ndash; timestamps indicating when you started and completed the task.
* Created &ndash; when the task was created.
* Started date &ndash; when the task moved to **In Progress**, **Done**, or **Closed**.
* Resolved date &ndash; when the task moved to **Done** or **Closed**.
* Files &ndash; files associated with the task.
* Members &ndash; details like the number of words assigned to and remaining for each member.

You can also open the task in the Editor by clicking the appropriate button.
* Members &ndash; a list of assignees and the time each has spent on the task.

If you prefer to work offline, click <Icon name="mdi:dots-vertical" class="inline-icon" /> in the upper-right corner and select **Export as XLIFF**. When you are finished translating, use **Upload XLIFF translations** to upload your translations.

Expand All @@ -120,7 +137,7 @@ As you work on the task, change its status from **To Do** to **In Progress**. On
href="/enterprise/online-editor/#tasks-in-the-editor"
/>
<LinkCard
title="Changing Tast Status"
title="Changing Task Status"
description="Learn how to update task statuses to keep track of your progress."
href="/enterprise/tasks/#changing-task-status"
/>
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