Assignments are an important part of the workflow if you want to track your content in Paligo. When you create an assignment, you choose what type of assignment it is, who should work on it, and the timescale for the work. This is all tracked by Paligo and you can view the progress of an assignment on the Dashboard and in the Planner.
To create assignments, use the Planner or the Content Manager. It does not matter which display you use to create an assignment, the result is the same. You can Track the Assignment Progress via the Planner and Assignments Panel.
Tip
When you create an assignment, Paligo sends the assignee an email. You can also send them a link to the assignment via Slack, Teams, or other messaging systems.
To send a link, create an assignment. Paligo then displays a notification message. Select the Copy link button in the notification and then paste the link into a message.
Use the Content Manager to create assignments for reviews, contributions, translations and translation reviews. Alternatively, Create Assignments in Planner.
You can create assignments from a publication, topic or fork depending on what you want the assignee to have access to.
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Publication assignments provide access to the publication. In the Assignments Panel there will be a link to the publication.
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Fork assignments provide access to the fork and read-only access to its publication. In the Assignments Panel there will be a link to the fork. To create a fork assignment, expand the publication and create the assignment from one of the forks inside the publication.
However, if a fork is shared instead of assigned, only the topic will be shared without access to its publication. Shared content appears in the Shared Documents Panel.
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Topic assignments only provide access to the topic. In the Assignments Panel there will be a link to the topic.
1 = Publication Assignment, 2 = Fork Assignment, 3 = Topic Assignment
Important
You cannot give a user a contribution assignment for content that they do not have permission to edit.
Paligo will prompt you to allocate suitable permission to the user. This applies to instances that use Paligo's Permissions feature, which is available on the Enterprise plan. To upgrade your plan, contact your Paligo account manager.
Document Access is another way to restrict user access.
Tip
To locate a fork's origin, use its dotted menu (...) and select Show Origin. Paligo will then highlight the topic in the Contributor Editor.
To create an assignment from the Content Manager:
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Locate the publication, fork or topic in the Content Manager.
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Select its dotted menu (...) and choose Create assignment.
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Select an Assignment type:
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Review is for when you want somebody to proofread the content and add comments.
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Contribution is when you want a colleague to add or improve content.
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Translation to create translation jobs and assign them to internal translators.
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Translation review to review the translations and accept or reject them.
The assignment dialog changes depending on selected assignment type.
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Select the content that you want the assignee(s) to work on.
If the assignment is generated from the content's dotted menu (...), the content is automatically chosen for the assignment. But you can choose different content if you prefer.
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Select a language for the assignment. You can only choose one language per assignment.
Note
For Translation Assignments, choose the language that you want the translator to provide.
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Suggestions settings is to control what can be done in a contribution assignment:
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The checkbox Suggest only:
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Check the box to restrict the contributors to making suggestions.
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Clear the box and check Edit and Suggest box to be able to edit the content.
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The checkbox Edit and Suggest:
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Check the box to allow contributors to Switch Between the Views to edit and suggest changes.
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Clear the box and check Suggest only to restrict the contributor from editing the content.
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Apply a favorite profile to the publication or topic.
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In the Assignees section, select one or more users or user groups (or a combination of both) to work on this assignment.
For user groups, the assignment is allocated to every group member of the selected user group(s).
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In the Assignment date section, use the calendars to set the Start date and End date.
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Check the box Let me leave a message if you want to enter a message to the assignee(s). A field appears and you can enter your message.
Clear the box if you don't want to add a message.
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Select the Default Settings button (in the lower left corner) to check the Assignment Settings.
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Select OK to save any changes to the Default Settings. Close the dialog with the
icon in the upper-right corner.
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Select OK to create the assignment.
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The assignee will receive an email with a link that takes them to the content and the assignment will also show in the Assignments Panel.
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As the assignment creator, you will also receive an email to confirm that the assignment has started and been finished. You can Track Assignments via the Dashboard and Track Assignments via the Planner.
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Use the Planner to create assignments for reviews, contributions, translations and translation reviews. Alternatively, Create Assignments in Content Manager.
You can create assignments from a publication, topic or fork depending on what you want the assignee to have access to.
-
-
However, if a fork is shared instead of assigned, only the topic will be shared without access to its publication. Shared content appears in the Shared Documents Panel.
-
1 = Publication Assignment, 2 = Fork Assignment, 3 = Topic Assignment
Important
You cannot give a user a contribution assignment for content that they do not have permission to edit.
Paligo will prompt you to allocate suitable permission to the user. This applies to instances that use Paligo's Permissions feature, which is available on the Enterprise plan. To upgrade your plan, contact your Paligo account manager.
Document Access is another way to restrict user access.
Tip
To locate a fork's origin, use its dotted menu (...) and select Show Origin. Paligo will then highlight the topic in the Contributor Editor.
To create an assignment in the Planner:
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Select Planner in the top menu.
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Either:
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Select the Create button and then choose the type of assignment you want to create.
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Select the starting date for the assignment directly on the calendar widget.
To change the timescale for the assignment on the Planner, drag it to another date on the calendar.
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Select an Assignment type:
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The assignment dialog changes depending on selected assignment type.
-
-
Select the content that you want the assignee(s) to work on.
If the assignment is generated from the content's dotted menu (...), the content is automatically chosen for the assignment. But you can choose different content if you prefer.
-
Select a language for the assignment. You can only choose one language per assignment.
Note
For Translation Assignments, choose the language that you want the translator to provide.
-
Suggestions settings is to control what can be done in a contribution assignment:
-
The checkbox Suggest only:
-
Check the box to restrict the contributors to making suggestions.
-
Clear the box and check Edit and Suggest box to be able to edit the content.
-
-
The checkbox Edit and Suggest:
-
Check the box to allow contributors to Switch Between the Views to edit and suggest changes.
-
Clear the box and check Suggest only to restrict the contributor from editing the content.
-
-
-
Apply a favorite profile to the publication or topic.
-
In the Assignees section, select one or more users or user groups (or a combination of both) to work on this assignment.
For user groups, the assignment is allocated to every group member of the selected user group(s).
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In the Assignment date section, use the calendars to set the Start date and End date.
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Check the box Let me leave a message if you want to enter a message to the assignee(s). A field appears and you can enter your message.
Clear the box if you don't want to add a message.
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Select the Default Settings button (in the lower left corner) to check the Assignment Settings.
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Select OK to save any changes to the Default Settings. Close the dialog with the
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Select OK to create the assignment.
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The assignee will receive an email with a link that takes them to the content and the assignment will also show in the Assignments Panel.
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As the assignment creator, you will also receive an email to confirm that the assignment has started and been finished. You can Track Assignments via the Dashboard and Track Assignments via the Planner.
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