How to Create a Finals Task for Graphics

• Step 1: Create the Project

  • Open the Dividers Contract for which you want to create the Finals task.

  • Click the blue "Create" button in the top right corner of the Dividers Contract and select "Project".

  • The Project will be pre-filled for you - make any adjustments necessary as described under Project Form, ignoring any sections or fields that are not listed.
  • Click the blue "Save" button in the upper-right corner above the form.

• Step 2: Create the Task

  • Under the "Connections" section of the Dividers Final Project, click the "+" button next to "Task", or start a new Task manually (not recommended).
  • Fill out the form as described under Task Form, ignoring any sections or fields that are not listed.

• Step 3: Assign the Task

  • Follow the instructions for assigning a Document.

Project Form

Top Section

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Project Name

This field is filled in automatically. If it is not, the "Project Name" should be named after the production number.

Project Type

Select "Dividers Final" from the list of options.

Ad Cycle

Select the Ad Cycle the final is intended for.

Expected Start Date

Select the day the contract was entered.

Expected End Date

Select the deadline for final completion, the "Finals Due" date.

Customer Details Section

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Customer

Select the customer.

Dividers Contract

Select the Dividers Contract.

Task Form

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Subject

This field is filled in automatically after selecting "Dividers Final" as the Task Type. If it is not, the "Subject" should be entered in the following format: TASK-FNL-Cy[Cycle]-[Production Number]. For example, "TASK-FNL-2111RMGx01234-Cy2111".

Project

Select the Task's parent Project.

Type

Select "Dividers Final" from the list of options.

Priority

Select "High" from the dropdown list.

Timeline Section

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Expected Start Date

Select the date the Sales Order was entered.

Expected End Date

Select the Finals Due Date.

Dividers Final Section

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Final Status

Select "Open" from the dropdown list.

Ad Cycle

Enter the Ad Cycle for the final.