Localization Academy

How To Use Taskade As Localization Project Manager

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Is Taskade any good for localization project managers?

Welcome to another episode in this series, where every month we’ll check out a new project management platform and see how viable it is for localization. All online software will be either free or with a free trial, so you can try it on your own.

In this video, I’ll show you how to use Taskade for project management. We’ll use simple localization projects to demonstrate the different options available for PMs.

Andrej Zito 

Hi, there. This is Andrej from Localization Academy. In this video, I’m going to show you how to use Taskade to manage and layout and schedule, plan your localization projects in a very simple way. Let’s get right into it. Right, this is exactly how Taskade looks like when you sign up. I don’t know about you, but the first thing I’m going to do is change it to a day mode. So team Day Night. Now the first thing that I’m going to do is I’m going to type project name. But in this case, I’m actually going to call it My Projects. And later on in this video, I’m going to explain to you why I’m creating this kind of like umbrella, one project where I’m going to put all my projects into. Step two – instead of creating tasks right away, we want to structure it within my project, so that we know what task belongs to which project under my project. So if I click this thing, you’re going to have this option to change the format. And I’m going to change this to H1, which is the heading. I’m going to say that this will be my Project A, and then under Project A, we can start typing the tasks that are related to Project A. So, I’m just going to do the basic translation, review, and delivery. And then when we have a next project, we just double enter, and we aren’t going to put Project B. Now that we have our main tasks, what you can do next is enter the sub tasks for these tasks so that you can track lower more granular detail of what’s happening with let’s say, translation of Project A or review on Project A. So because our project a let’s say it’s in two foreign languages, we want to track the status for each language, what I’m going to do is just enter and press tab, which is going to indent the task, which technically creates a sub task. So here I can enter a German, French, Japanese, Korean. And we can do the same thing for review. The German, French Japanese Korean tasks, subtasks are going to work sort of really like a checklist, like okay, German is done. But here’s another tip, if you wanted to do a more granular level, which is something that we do in other platforms, where we can have a separate field for statuses, I don’t think we have it right here in task eight, where you can do is you can also add sub statuses for the languages. So this way, you can really track the progress within each language within each main task like translation. And then if you don’t want to manually type in all the sub statuses for all the languages, again, you can technically copy them and then just do the indent with the tap. But I won’t bother with this is just to show you that this is also possible. And this is one way how you can add more level of detail to your tasks. Next thing that we’re going to do is start with the scheduling. So that will be next step. So you do that if you hover over translation, on the right side, you’re going to see these add ons. And add ons, add more, I don’t know, let’s say features to the task. So we want the due date. And so for translation, let’s say that we’re starting next Monday, and it’s 30k. So three weeks, and then start date is 23rd. This to me is kind of weird thing. Because if you really want to add the whole start and end time, you first have to start with the end time. And once you enter the end time, that’s what enables the option to put in start time. So this to me is a little bit awkward. Right. And same way,

Andrej Zito 

I’m going to add the dates for all their tasks, right, I finished putting in the dates for all the tasks. One thing that I’ve just learned, I’m going to share this with you for the QA. Since it’s only five hours, I wanted to set it from June 2 to June 2, but as I’m going to show you, I actually cannot set the start date to be the same as the end date. So that’s why you can only see the final delivery date. The same thing for delivery. Now that we have this thing. One last thing I’m going to do is I’m actually going to set a due date, including the start date for the whole project. So we have it nice on the calendar. June 3 starts next Monday. Okay, now we have all the information there. And the reason why we were putting this in is because we want to see our project on a calendar view. The problem here is that everything here is blue because all of the things that we put, under My Projects, it’s considered to be just one project. So one thing that we can improve to distinguish these tasks, and these projects, under my projects from each other, is to actually give them our code. So I’m going to select Project A, and give it the red color. And for Project B, I’m going to give it a green color. So now when we go back to the calendar, these colors are actually preserved here as well, they are shown it is not ideal display that I like to do. But in case you really want to see what’s happening every day on your projects. I think this is one way how you can do it. Another help that could help is also to make this bold. Even though it looks like it’s bold already, even though when I make it bold, it doesn’t change much. But you’re going to see the change applied here. So this is another way how we can sort of try to separate the different projects on the calendar view. Now finally, let me show you what I promised you in the beginning, the reason why I decided to put all my projects under one, My Projects, project in Taskade. Reason for that was so that we can see all the tasks on a calendar view from all the projects. And here I have a different setup that I was doing when I was preparing for this video for this tutorial. And in this one, as you can see, I have two separate projects like you would normally expect it to be. So here I have project a that has a timeline from May 16 to June 10. And also the translation task from Project A has a timeline. And we have a project B, it also has a timeline. And the translation also has a timeline. Now there’s this one little beautiful thing, which is if you go to your workspace, which basically hosts all your projects. So it’s really the one level up that we normally want if we want to see across all our projects. And it also has this nice roadmap view, which even has this nice Timeline view, I think this would be normally perfect, because you can zoom in, in zoom out. But here is the problem that I’m just showing to you right now. So you can see that project a starts from here and goes all the way to here. And here we have our project B so that information is carried over to the roadmap under your workspace. The problem is that if you remember, I also said the timeline for the translation tasks from project A and from Project B. But those individual tasks are not displaying here. So this is really kind of like a high level view, where you really just want to see, okay, I’m working on Project A from this date to this date. But if you really want to actively manage it and manage all the individual workflow steps, this view simply doesn’t help you. And I think from what I checked, there’s no other way to do it. So that’s why I decided to go with something like this. And that concludes the very fast tutorial, a very basic for Taskade, how you can start how you can organize your projects and tasks. If you liked this video, don’t forget to give it a like and consider subscribing to the channel because I’ll be doing more tutorials like this one, hopefully trying to aim for shorter videos that I normally do. So thank you for watching. Thank you for your time and I’ll see you in some other video. Bye bye.

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