This is a Quickstart Guide to Insite Creative Workflow Managing Tasks

1. InSite Creative Workflow Create Task Dialog Box Overall status
Change the filter to view all and percentage of
System Number of Smart
active tasks, only inactive
The same dialog box appears when you select Create Task or Create Auto Task. completion for each
Version 3.1 Review annotations
tasks, only tasks with elements task. When a task is
associated with
that require changes, or only expanded, this column
Select to make the Approved
Managing Tasks each task, element,
tasks for which status has not also displays each user’s
With Changes status available
Select the Review or and user.
yet been set. individual task status.
when a user sets their status for
Approval task type. The Type a name for the task.
an approval task, in addition to
task type determines the The task name will appear
In the Kodak® InSite™ Creative Workflow system, a task is an action that you associate with one the Approved and Corrections
users to whom you can in the Tasks view and in
or more elements in a project and assign to one or more users. You can use tasks to manage Requested statuses.
assign the task. Smart Review.
the review and approval of elements by assigning tasks to members of your team, and then
monitoring the status and completion of each task. This card describes how to create and
manage tasks in the Kodak InSite Desktop software. (For information about installing and Expand a task
(Optional)
logging on to Desktop, viewing the tasks assigned to you, and setting your status for a task, see to see all of
Select for an
Specify a due the elements
approval task
the InSite Creative Workflow 3.1 Getting Started in InSite Desktop card.) date. Task icons associated with
to have the
will turn orange
What you can see and do in the system depends on the user rights that are assigned to you; this the task, and the
user prompted
on the due date users assigned
to enter their
card may describe features that you cannot see in Desktop. As well, this card describes how to for any users to review or
password when
perform procedures in Desktop for Mac. If you are using Desktop for Windows, what you see who have not approve each
setting their
yet set their element.
task status.
on this card may di er slightly from what you see on your computer screen. status for the
Select Require task.
Matchprint Displays any
(Optional)
Virtual if this
Creating a Task comments that
Type a task
is an approval the selected
description to
task and the user entered
A task is useful when you want one or more users to review or approve a specific set appear in the
elements when they set
Tasks view.
of elements that already reside in a project. When you create a task, you define the require their status for
color-accurate the task.
elements to associate with the task and assign the task to one or more users. If desired,
monitor
When selected
you can add elements to or remove elements from the task later, and add or remove proofing. Then
for a user
assigned users later. select the color
group, the first
target to use
user in the
You can create tasks in projects only. to render the
group that sets
elements in
Generating a Proof Report
their task status
To create a task in Desktop: Smart Review.
sets the status
Select the users and user groups to whom
1. In the project’s Elements view, select the elements that you want to associate with the for the whole For any element that has been annotated in Smart Review, you can view a report that
to assign the task. The task type (review,
group.
approval, or color approval) determines
task, and select Actions > Create task. summarizes all of the annotations added by any users for a particular task, and any chat
which users are available.
comments that were entered during any group review of the element.
2. Enter information in the Create Task dialog box, and click Create Task.
1. Open the element in Smart Review and select the task for which you want to view the
Creating an Auto Task report.
An auto task enables elements to be automatically added to a task on upload. When you 2. Select File > Generate Proof Report.
Monitoring Task Status
create an auto task, you specify the users to whom you want to assign the task, but you
do not associate any elements with the task. The next time an element is uploaded to
Desktop provides advanced features for monitoring the status of any tasks in your
the project, it is automatically added to the auto task. This is useful when you have many
projects. Appears if the element is
Select the check
elements to upload to a project at di erent times, but you want all of the elements to be
a multipage file. Indicate
boxes for the
In a project’s Tasks view, you can expand a task to see all of the elements associated with
reviewed by the same people. which pages you want to
information
the task, and all users assigned the task. include in the report.
that you want
You can create auto tasks in projects only. to include in the
report.
To create an auto task in Desktop:
Select the resolution for
1. In the left pane, select the project in which you want to create the task. any images in the report.
2. Select Actions > Create Auto Task. Select the page size for
the report.
3. Enter information in the Create Task dialog box, and click Create Task.
3. Click OK. The report is generated as a PDF file that you can view, save, and print.

2. Adding and Removing Elements in Tasks Managing Tasks
Sample proof report:
To add elements to an existing task, in the Elements view, select the desired elements, There are a number of actions you can take on a task when you right-click (CTRL-click) a
The name of the project
in which the element and drag them to the Tasks tab. selected task in the Tasks view.
resides, the name of the
element, and the revision
of the element for which
the report was generated.
Select to add users to
the task, remove users
from the task, change the
task’s name, due date,
or description, or turn
password authentication
on or o .
Select to set the final
status for the task. After
final status is set, no users
assigned the task can
set or change their task
status, or make further
annotations.
Select to send a reminder e-mail message
to users assigned the task. A dialog box
Numbers indicate the appears, enabling you to select the users
placement of each who will receive the message.
annotation on the image.
Resetting Task Status
You can reset an individual user’s task status one element at a time. You might want to do
When the window changes to the Tasks view, drag the elements to the name of the task
this if, for example, the user accidentally set their status for an element incorrectly.
to which you want to add them.
1. In the Tasks view, expand the task to view the users assigned the task, and select the
user whose status you want to reset.
Task information and
overall status
The element task status
for each user assigned the
task, and any comments
entered by each user
when they set their status
To remove elements from a task, in the Tasks view, expand the task whose elements you
Any annotations added to
want to remove. Right-click (CTRL-click) the desired elements, and select Delete.
the element by any user
for the selected task and
revision, the user who
added each annotation,
the content of any text
annotations, and the 2. Select Actions > Reset User’s Task Status. The user’s status for the element is reset to
status of each annotation
“requested”.
Any chat comments
For more information about managing tasks, see the Creative Workflow Help.
entered during a group
review session
Tip: You can also generate a proof report from a project’s Tasks view by selecting an
element, and selecting Actions > View Proof Report. However, using this method, you 732-00166A-EN Rev A © Kodak, 2008. All rights reserved.
cannot specify the content of the report; all content is automatically included, and the page TM: Kodak and InSite
Eastman Kodak Company
To learn more about solutions from Kodak, visit graphics.kodak.com
size and resolution are automatically set. 343 State Street
Rochester, NY 14650 U.S.A. Subject to technical change without notice.