Once a project moves to Approved, wxrks creates a Task for every Work Unit in it — a Work Unit being one file, one language pair, and one workflow step. Someone still has to get each Task in front of the right person. This guide covers doing that by hand, from the project's Tasks tab: setting due dates, searching for and confirming a resource, updating many Tasks at once, and every action tucked into a Task's ⋮ menu.
💡 Who is this for? This guide is for Project Managers and Account Admins who manually assign, reassign, or otherwise manage Task allocations.
How Tasks come to exist
Moving a project from Pending to Approved is what triggers Task creation — one Task per Work Unit. A project with two files, each needing three workflow steps, produces six Tasks, each needing its own assignee.
Not everyone in the account is a candidate for a given Task. wxrks narrows the field automatically by role, language pair, active status, and which Organization or Organizational Unit the person is linked to — the full logic, with worked examples, lives in Task Assignment Eligibility Rules. Worth a read first if someone you expect to see isn't showing up below.
For the rest of a project's tabs — Costs, Translation Settings, Context, and so on — see Project Overview.
The Tasks tab
Open a project and go to its Tasks tab. Above the table sits a Pay by Words/Hours toggle (only shown for clients on post-analysis costing), a Profit Margin card, and an actions toolbar (covered below). Each row shows the Task's File, Created At date, Language Pair, Budget (payables access only), Status, Due Date, and current Assigned To resource.
Two controls above the table are worth knowing before you start assigning: Columns shows, hides, and reorders the table's columns (at least one must stay visible) — handy if you'd rather have Due Date next to Assigned To than Budget. Filters narrows the table by target language, file name, a Created At date range, workflow step, or status — useful on its own, and close to essential before a bulk update, since narrowing to one workflow step first is the easiest way to guarantee every selected Task shares an eligible assignee.
Assigning a single Task
In a Task's row:
1. Set a Due date using the calendar field.
2. Click the Assigned To field and search for the resource. Only people eligible for that Task's Organization/Organizational Unit, role, and workflow step appear — see Task Assignment Eligibility Rules if someone specific doesn't show up.
3. Click the Confirmation ✅ button that appears once a resource is selected. This moves the Task to Assigned and makes it immediately available to that person.
The Confirmation button only shows up when the selected resource differs from the current assignee — reselecting the same person shows nothing new, since there's nothing to confirm. To reassign later, just search for someone else and confirm again; wxrks replaces the previous assignee automatically, no separate unassign step needed.
Narrowing the table down
On a project with dozens or hundreds of Tasks, finding the ones you need to touch is half the work. Filters groups by Target language, File, Created At, Workflow, and Status:
And Columns lets you drag the table into whatever order matches how you actually work:
Updating several Tasks at once
Assigning one row at a time doesn't scale past a handful of Tasks. To update a batch together:
1. Select the checkboxes for the Tasks you want to change.
2. Click Edit in the toolbar.
3. Set whichever of Due Date, Time, Status, or Instructions should apply to all of them.
4. Click Save.
An Assignee field only appears in this modal when every selected Task shares the same source language, target language, and workflow step. A mixed batch — some Translation Tasks, some Review Tasks — can't be bulk-assigned, since one resource is rarely eligible or qualified for both. Use Filters to narrow to one workflow step and language pair first if a bulk assignment is what you're after.
The Task options menu (⋮)
Click the ⋮ at the end of any row for actions beyond a plain assignment:
Details opens the Task's own page: an Overview tab (project, client, creation date, status, workflow, cost, and the same due date/assign/clear controls available from the row); an Auto Task Placement tab (permission-gated) for setting this Task's own minimum eligibility score and viewing its Assignment Log — see How to use the Auto Task Placement feature; a Logfiles tab; and a Custom Fields tab.
Payment Details (payables access only) opens the assigned Vendor's payment breakdown for this Task — currency, payable amount, minimum fee, and the relevant Word/Hourly/Daily/Pages rate. You can add individual line items here that roll up into a subtotal and total.
Recalculate Budget (budget-recalculation access only) reruns the Task's payable amount against the Vendor's current rate and currency — useful after a rate change, or if the underlying content changed since the last delivery.
Open in Editor opens the Task directly in the wxrks Editor — the same shortcut as clicking the file name in the row.
Send Reminder (only shown when reminder notifications are enabled for the account) emails the assigned Vendor about this Task. Only available once a Task is actually Assigned.
Assign to Related Tasks applies whichever resource is currently selected in the row to every other related Task in one move, instead of repeating the assignment for each one.
Clear Assignment removes the current assignee and returns the Task to Pending. Only available once a Task has an assignee, and not after it's already been invoiced.
Toolbar actions
Above the table, the toolbar covers actions that span many Tasks rather than one row: Loc-kit exports a localization kit for the whole workflow or just your current selection; Send Work Package (where enabled) sends selected Tasks to an external destination account; Join in Editor opens several selected Tasks together in one Editor session; Actions covers exporting Task files and opening joined Tasks in the Editor; and Send Reminder emails every selected Task's assigned Vendor in one click.
Related articles
Related article: Task Assignment Eligibility Rules — the full eligibility logic behind who can be assigned to which Task.
Related article: How to use the Auto Task Placement feature — let eligible Vendors claim Tasks themselves instead of assigning each one by hand.
Related article: Split Work Unit — divide a large Work Unit into smaller parts before assigning it to different Vendors.
Related article: Managing Deliverables in a Project — what happens after an assigned Task is completed and delivered.
Related article: Project Overview — the full tour of every other project tab.