WORKSPACES

Workspaces (also known as ‘Tabs’) are different views that allow users to precisely track various data in X1. As such there are different Workspaces for different purposes. Some Workspaces are designed to get a good overview of i.e. orders, others allow a great overview of Assets while even others allow interaction between multiple lists.

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

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.

Orders Table

The Orders table is a list view of all print and digital orders/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.

Ad Tracking

The Ad Tracking screen is split in two sections:

• The top section contains a list of all print and digital orders/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.

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).

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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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.

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 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/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.
  

Assigning assets to an order/line item

To assign assets to an order/line item, drag one or more marked assets from either of the two windows to the right and drop them on the receiving order/line item to the left.

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.

Production dispatch

This workspace is used to assign jobs for artist and to get an overview over how many assigned and active jobs each artist/producer has.

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 line 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/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.

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:

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 line item from the left section above the artist name in the right top section:

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 order/line item back to the left section or drag the order/line item from one artist to another.

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 click on a name from the artist list in the top right section and the list will appear in the lower right section.

Setting artists availability

The calendar icon in the top right section, opens a calendar where the availability of the artists can be set.

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.

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 arrows in front 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:

If needed it is possible to sort artist(s) by user groups this way:

Creatives

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/line items.

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.

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.

In the Customer and Agency fields, start typing to find matches from the database.

Data is automatically saved when the dialog is closed.