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.

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/lineitems 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/lineitems
The bottom section contains a list showing assigned or unassigned creatives.

When selecting an order/lineitem 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 selected.
Unassigned creatives are creatives that have not been added to any order/lineitem.

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.

X1 ad tracking dnd detach.mov

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 lineitems and customers.

The screen is split into three sections:

• The left side of the screen contains a list of orders/lineitems.

• The top right window contains a list of all assets in the system. But when selecting an order/lineitem in the left side, the list is automatically filtered to show only assets that are assigned to the selected order/lineitem. This is indicated by a black chip showing the selected job number.
  Unselecting an order/lineitem in the left side toggles the filtering off and restores list of all assets.
  To narrow down the content of the window, filters can be applied.

• The bottom right window shows a list of all assets related to the customer. When selecting an order/lineitem in the left side, the list is automatically filtered to show only assets that are assigned to the customer of selected order/lineitem. This is indicated by a black chip showing the selected job number.
  Unselecting an order/lineitem in the left side toggles the filtering off and restores list of all assets.
  To narrow down the content of the window, filters can be applied.
  

Assigning assets to an order/lineitem

To assign one or more marked assets to a lineitem drag and drop them from the two windows to the right to the receiving order/lineitem to the left.

Production Dispatch

This workspace is used to assign jobs for artist and get an overview over how many assigned and active jobs an artist 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 by ‘All’ or ‘Assigned’ or 'Unassigned lineitems.

On the top right you have a list of all defined artist and in the right bottom window a list of the jobs that has been assigned to the artits:

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.

This is how it’s by default is set up in X1:

How to assign/unassign or change job to another artist

When a lineitem has a complexity set it is then possible to assign it to an artist by dragging the lineitem from the left window above the artist name in the right top window:

If you want to unassign a job from an artist or change a already assigned job to another artist you can either drag the lineitem back to the left window or drag the lineitem to an other artist:

Quick filtering on a artist jobs

It is easy and quick to get an overview on all assigned jobs to a specific artist simply by clicking on a name from the artist list in the top right window:

Absence calendar

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:

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:

There is also an opportunity to browse between weeks by the arrow in front current week number to the top left or by the calendar to the left. If you set an artist unavailable by using ‘This week’ functionality it will choose the week you have browsed to/chosen from the calendar:

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

Creatives

A list of all assigned/unassigned creatives for print and digital

Contacts

A list of all contacts in the system and their relation to customers.

If you click below these columns; NAME + EMAIL + PHONE a dialogue will open where you can edit data:

Example:
Name: Claire Underwood
E-mail: test@mail.com
Telephone: 1234252312
Agencies: CF ALLIER + CF HAUTE-LOIRE
Clients: CASE DESIGN&REMODELING/PARTNER
Notes: test