Managing WebSked tasks
Use the Tasks page in WebSked to formally request your team to perform a specific action to get your content ready for distribution.
Tasks ensure that the right people on your team get notified when they need to complete a step in the content publishing process and when to complete that action. Tasks also provide a system of records to see who has worked on what.
Note
Your administrator has to configure Task Types and Task Templates before you can create regular tasks. SeeConfiguring WebSked settings for more details.
You can create tasks in two different ways:
Automatically - create tasks based on workflow status changes. To create automatic tasks, administrators must first set up task triggers. See Configuring group task triggers for details.
Manually - create tasks from Composer or WebSked for custom tasks.
From the task page, you can assign tasks to an individual or a group.
As the main politics editor, you need to set up tasks for your team so they can complete repetitive actions that ensure your content gets published on time, such as copy editing, requesting legal reviews, or moderating comments on your website.
You enter the WebSked Tasks page to set up the actions your editorial team must perform when your reporters send a finished story for online publication.
After setting up the editing tasks, your editors set their notification subscriptions to get real-time notifications and claim editing tasks to keep your content workflow running smoothly.
Procedures
To create a new task, complete the following:
Navigate to the WebSked.
Click Tasks. The Tasks page opens, displaying a list of available tasks.
Click Create task. The Create new task right pane opens.
Complete the following fields:
Task template - select an option from the task templates configured by your administrator. To configure task templates, see ???.
Start date - set a date and time to start the task.
Due date - set a date and time to finish the task.
Comments - provide additional details to help the task assignee complete the task. For example, if the task is a photo shoot, you define the type of images or angles your team plans to include as part of the story.
Task type - select an option from the types configured by your administrator. To configure task types, see ???.
Website - select one website where the content related to this task appears, though not necessarily the primary one.
Priority - select the task priority level from low, medium, or high.
Assign to user - select an individual user to assign the task.
Assign to group - select a group to assign the task.
Click Create task.
The new task appears on the main Tasks page.
To edit an existing task, complete the following:
Navigate to the WebSked.
Click Tasks. The Tasks page opens, displaying a list of available tasks.
Click the ellipsis icon
> Edit task. The Edit task right pane opens.Make the necessary changes to the task fields.
Click Update task.
By default, tasks are displayed in descending order by Creation date, so the most recent tasks appear first.
Click the column headers to sort the content by Priority, Start date, Due date, Task status, Assigned to, Created by, and Website categories.
To filter tasks by a particular category, complete the following:
Navigate to the WebSked.
Click Tasks. The Tasks page opens, displaying a list of available tasks.
Click the Funnel icon
on the left. The Filter left pane opens.Configure your filters by selecting the following options:
View my tasks - toggle on to see only your assigned tasks.
Assigned to - select an assignee name.
Created by - select a task author name.
Group - select a task group.
Task website - select the website where the content of that task gets circulated upon completion.
Task type - select the task type, such as Edit or Photo request.
Task status - select the task status from Group Assigned, User Assigned, Claimed, Rejected, and Completed.
Priority - select the task condition.
Start date - select a start date for the filter.
Due date - select a due date for the filter.
The task page updates accordingly.
To save your filter from your filter results, complete the following:
In the left pane, click the bookmark icon
> Save current filter. The Create saved filter pane opens.Set a descriptive name for your filter.
Click Save.
Your saved filter appears in the Saved filters left pane.
Claiming a task
To claim a task, complete the following:
Navigate to the WebSked.
Click Tasks. The Tasks page opens, displaying a list of available tasks.
Click Claim. A Task claimed confirmation message appears at the bottom of the page.
To review task details, complete the following:
Navigate to the WebSked.
Click Tasks. The Tasks page opens, displaying a list of available tasks.
Navigate to the desired task and click the task name. The Task details page opens.
In the top left pane, review the task instructions, including:
Task ID - a unique identifier assigned to each task in WebSked. Task ID is crucial to associate photos with specific stories in the Photo Center application.
Priority - the task priority ranking.
Start date - review the starting date for a task.
Assigned to - review the task assignee name.
Created by - review the task creator's name.
Website - review the website where the content gets published.
Note
You can also see the custom fields your administrator sets for each task type.
In the right pane, complete or review the following:
Comments - add any comments about the task progression.
Related tasks - review tasks related to the workflow.
Task events - review the task history, including the creation date and user updates.
In the top right corner, click Claim, to assign the task to you, or Edit task to change the task details.
To delete the task, click the ellipsis icon
> Delete task. The Delete task window opens.Click Confirm to delete the task.
Important
You cannot undo a task deletion.
To complete a task, follow these steps:
Navigate to the WebSked.
Click Tasks. The Tasks page opens, displaying a list of available tasks.
Navigate to the desired task and click Complete. A Task completed blue notification opens at the bottom of the page.