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The availability of Workspaces depend on permissions for each user. You can easily get an overview of the Workspaces available by clicking the '+' icon at the top right of your screen.
How to navigate within the lists in the workspaces - read more in this section: X1 NAVIGATION
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INFO: The workspace names and sorting on the list can be different from the standard listed here. Ask your admin or your IX contact person for assistance. |
In the following you will find a description of the various workspaces in X1, but remember you may not have access to all of them.
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Orders Table
A full screen The Orders table is a list view of all print and digital data orders/line items in your system:
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Ad Tracking:
A split window with . Use this list to track orders. Doubleclick an order to open the campaign view where specific previews and data of one or more creatives.
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Ad Tracking
The Ad Tracking screen is split in two sections:
The top section contains a list of all print and digital orders
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This workspace is useful for finding and matching unassigned materials with orders and there is some useful tools for this that is good to know.
/line items
The bottom section contains a list showing assigned or unassigned creatives.
When selecting an order/line item in the top list the bottom list will show creatives that are either assigned or unassigned.
Use the black chip labelled Assigned/Unassigned in the search bar to select which type to show.
Assigned creatives are the creatives that have been added to the order/line item selected.
Unassigned creatives are creatives that have not been added to any order/line item.
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You can from both top and bottom window list enter choose ‘Find matching’ from the the context menu by right clicking and then choose ‘Find matching’. This will potentially assist you on finding the right match by filtering on the width and height (with a 1 mm in tolerance from either the material or order:tolerance).
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When you have found your matching material, you can drag and drop to the order you want to match it with.
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HINT: If you by mistake drop it on a wrong order you can always enter the context menu by right clicking on the order and choose ‘Detach’ |
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HINT: It is possible to adjust the size of the two windows by |
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DAM:
This workspace is useful to find assets and see the relation to a lineitem and a customer.
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It’s a split window with all print and digital lineitems in window to the left. In the top right window is
dragging the horizontal bar between the lists up or down. |
DAM (Digital Asset Management)
In ADPOINT, assets are the components that are used when designing a creative; images, logos and text/copy are examples of assets.
The DAM workspace organizes assets and their relations to line items and customers.
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The screen is split into three sections:
The left side of the screen contains a list of orders/line items.
The top right section contains a list of all assets in the system. But when selecting an order/line item in the left side, the list is automatically filtered to show only assets that are assigned to the selected order/line item. This is indicated by a black chip showing the selected job number.
Unselecting an order/line item in the left side toggles the filtering off and restores list of all assets.
To narrow down the
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content of the section, filters can be applied.
The bottom right section shows a list of all assets related to the customer
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. When selecting an order/line item in the left side, the list is automatically filtered to show only assets that are assigned to the customer of selected order/line item. This is indicated by a black chip showing the selected job number.
Unselecting an order/line item in the left side toggles the filtering off and restores list of all assets.
To narrow down the content of the section, filters can be applied.
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HINT: It is possible to adjust the size of the two windows sections by holding down dragging the mouse and drag up/down in the small gap between the two windows! |
Since this a automatically filter search feature in the system you will see the black chips added into the search bar in the two windows to the left:
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vertical and horizontal bars between the sections. |
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INFO: It is only possible to have one lineitem line item selected at a time and the black chips can only be removed/disabled by deselecting the selected lineitem again. |
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and selecting a line item. |
Assigning assets to an order/line item
To assign assets to an order/line item, drag one or more marked assets to a lineitem by the drag and drop feature from the two windows from either of the two windows to the right and drop them on the receiving order/line item to the left:.
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While dragging assets ADPOINT will display the filename of the asset(s). Once the assets are dropped on the receiving order/line item, they will appear in the upper right window indicating that the asset(s) are now assigned to the order/line item.
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HINT: If you do not see the added asset(s) in the top right window, check filtering here as this may prevent assets from being show in the list. |
Production dispatch
This workspace is used to assign jobs for artist and to get an overview over how many assigned and active jobs an each artist/producer has.
It’s a split window of all print and digital orders in the left window with a black chip giving you the opportunity fast to filter The screen is split into three sections:
The left side of the screen contains a list of orders/line items that are marked for production. A black chip give you the opportunity to filter fast by ‘All’ or ‘Assigned’ or 'Unassigned
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line items.
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The upper right section shows a list of users that have the role “Producer”. Subject to individual configuration, the list also shows the number of assigned jobs and the total workload for each artist/producer. A colored dot in front of an artist/producer name indicates if the artist/producer is available (green dot) or if an artist is absence (red dot).
To narrow down the content of the section, filters can be applied.The lower right section shows all orders/line items that are assigned to an artist selected in the top right window. To narrow down the content of the section, filters can be applied.
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HINT: It is possible to adjust the size of the two windows sections by holding down dragging the mouse and drag up/down in the small gap between the two windows! |
It is also possible to define workload hours in a complexity setting where jobs by default can be divided in different complexities combined with expected workload and have one complexity set as default on all imported lineitems if wanted. Else it will be empty and has to be set when initiating a lineitem.
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vertical and horizontal bars between the sections. |
Workload & Complexity
The workload is an indication of the expected time it takes to complete the production of each job.
The complexity is four different levels which can be set in the Initiate dialog. The four complexity levels and their default workload is as follows:
Easy | 15 minutes workload hours |
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Moderate | 30 minutes workload hours |
Difficult | 60 minutes workload hours |
Very Difficult | 120 minutes workload hours |
How to assign/unassign or change job to another artist
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INFO: A default complexity level can assigned automatically when orders get imported from the booking system. |
Assigning jobs to artists
When a line item has a complexity set it is then possible to assign it to an artist/producer by dragging the lineitem line item from the left window section above the artist name in the right top windowsection:
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HINT: It is possible to assign/unassign multiple lineitems orders/line items to an artist by marking them before dragging and dropping them to the artist. |
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Unassigning and changing assignments
To unassign a job from an artist or to change a already assigned job to another artist you can either drag the lineitem order/line item back to the left window section or drag the lineitem to an other artist:order/line item from one artist to another.
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See all jobs assigned to an artist
It is easy and quick to get an overview on all assigned jobs to a specific artist; simply by clicking click on a name from the artist list in the top right window:right section and the list will appear in the lower right section.
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Setting artists availability
The calendar icon in the top right window contains calendar icon where it is possible on different parameters to set an artists absences. There is also a setting in the system that can determine if a work week is inclusive or exclusive Saturday and Sunday.
When entering the absence menu you get following options:
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A list of all defined artists in the system and current week with days in divided into two green boxes - ‘Morning’ and ‘Afternoon’
It is possible to click on each green box to mark the artist unavailable or in a easier way if for instance the artist is unavailable/available all current or next week like this:section, opens a calendar where the availability of the artists can be set.
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The calendar contains a list of artists and their availability in the current week. Each day is split into morning and afternoon shifts.
A green box indicates that the artist is available during the shift and a red box indicates that an artist is unavailable during the shift. Clicking the box toggles between the modes.
Hovering the Artist name, a menu offers shortcuts to indicate availability/unavailability for the current and next week.
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Use the arrows or the calendar field to select other weeks.
Use the filter menu to show subsets of Artists, ie. Internal/External.
There is also an opportunity to browse between weeks by the arrow arrows in front current of the week number to the top left or by the calendar icon to the top left.
If you set an artist unavailable by using ‘This week’ functionality it will choose the week you have browsed to /or chosen from the calendar:
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If needed it is possible to sort artist(s) by user groups this way:
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INFO: Please note that system configuration can, if wanted, change week schedules to ie. include weekends. |
Creatives
A This list of contains all assigned/unassigned creatives for both print and digital
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Contacts
A list of all contacts in the system and their relation to customers.
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If . The list can be used to show creatives without their relation to orders/line items.
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HINT: For digital creatives this is particularly useful as all creatives for a given order, customer or campaign can be show in a single list. |
Contacts
ADPOINT can maintain a list of contacts and their relation to customers. Contacts can be saved in ADPOINT either when an order with contact information is imported from the order management system or they can be created and maintained manually using the contacts workspace.
Contacts list
The Contacts list shows all contacts in ADPOINT. Filters can be applied.
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The columns shown in the contact list may vary, but if you click below these columns; NAME + EMAIL + PHONE a dialogue will open where you can edit contact data:.
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Example:
Name: Claire Underwood
E-mail: test@mail.com
Telephone: 1234252312
Agencies: CF ALLIER + CF HAUTE-LOIRE
Clients: CASE DESIGN&REMODELING/PARTNER
Notes: testIn the Customer and Agency fields, start typing to find matches from the database.
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HINT: It is possible to assign multiple Customers and Agencies to a contact. |
Data is automatically saved when the dialog is closed.
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WARNING: When you change data here it is stored on the fly and it if Contact data in ADPOINT will NOT be updated in the bookingsystem but only inside X1Order Management System. |