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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
The Orders table is a list view of all print and digital orders/lineitems line items in your system. 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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The top section contains a list of all print and digital orders/lineitems line items
The bottom section contains a list showing assigned or unassigned creatives.
When selecting an order/lineitem 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/lineitem line item selected.
Unassigned creatives are creatives that have not been added to any order/lineitemline item.
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You can from both top and bottom list enter choose ‘Find matching’ from the the context menu. This will assist you on finding the right match by filtering on the width and height (with a tolerance).
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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 dragging the horizontal bar between the lists up or down. |
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The DAM workspace organizes assets and their relations to lineitems 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/lineitemsline items.
The top right section contains a list of all assets in the system. But when selecting an order/lineitem line item in the left side, the list is automatically filtered to show only assets that are assigned to the selected order/lineitemline item. This is indicated by a black chip showing the selected job number.
Unselecting an order/lineitem 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.The bottom right section shows a list of all assets related to the customer. When selecting an order/lineitem line item in the left side, the list is automatically filtered to show only assets that are assigned to the customer of selected order/lineitemline item. This is indicated by a black chip showing the selected job number.
Unselecting an order/lineitem 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 sections by dragging the 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 and selecting a lineitemline item. |
Assigning assets to an order/lineitemline item
To assign assets to an order/lineitemline item, drag one or more marked assets from either of the two windows to the right and drop them on the receiving order/lineitem 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/lineitemline item, they will appear in the upper right window indicating that the asset(s) are now assigned to the order/lineitemline 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. |
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The left side of the screen contains a list of orders/lineitems line items that are marked for production. A black chip giving give you the opportunity fast to filter fast by ‘All’ or ‘Assigned’ or 'Unassigned lineitemsline items.
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/lineitems 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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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:
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Assigning jobs to artists
When a lineitem 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 section above the artist name in the right top section:
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HINT: It is possible to assign/unassign multiple orders/lineitems line items to an artist by marking them before dragging and dropping them to the artist. |
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To unassign a job from an artist or to change a already assigned job to another artist you can either drag the order/lineitem line item back to the left section or drag the order/lineitem line item from one artist to another.
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This list contains all assigned/unassigned creatives for both print and digital. The list can be used to show creatives without their relation to orders/lineitemsline 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.
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