Job Tracker

Usage Instructions

So now what?

Your Proofreading Job Tracker is set up. Now you’re ready to start using it!

Instructions for adding, updating, and completing proofreading jobs can be found below in written and video forms.

The FAQ page has some additional information you may find helpful.

How to Add a Job

Step 1

At the bottom of the workbook, click on the Status sheet.

Step 2

Click on the New Job button or hit Ctrl + Alt + Shift + 8 to open the New Job Sidebar.

Step 3

Select the appropriate options for Turnaround, Category, Upcharge, Discount, Client, and Type from the dropdowns.

These dropdowns default to your most-used options.

Step 4

Enter the appropriate Date In, Time In, Date Due, Time Due, Description, and Pages.

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Your Time Due values must be unique. If you have multiple jobs due at the same time, increment the seconds as you add each subsequent job.

For example:

1. 12:00:00 PM

2. 12:00:01 PM

3. 12:00:02 PM

4. 12:00:03 PM

Step 5

Click on the Save New Job button.

How to Update a Job

Step 1

At the bottom of the workbook, click on the Status sheet.

Step 2

Click on the Update Job button or hit Ctrl + Alt + Shift + 9 to open the Job Update Sidebar.

Step 3

Select the appropriate Priority from the dropdown in the top section of the sidebar.

Step 4

Enter the appropriate Pages Read and Minutes Spent in the top section of the sidebar.

For Minutes Spent, you can enter a mathematical operation preceded by an equal sign. (Ex: =147+75+20)

Step 5

Click on the Update Job Status button.

How to Complete a Job

Step 1

At the bottom of the workbook, click on the Status sheet.

Step 2

Click on the Update Job button or hit Ctrl + Alt + Shift + 9 to open the Job Update Sidebar.

Step 3

Select the appropriate Priority from the dropdown in the bottom section of the sidebar.

Step 4

Enter the appropriate Minutes Spent, Pages Annotated, Date Out, and Time Out in the bottom section of the sidebar.

Step 5

Click on the COMPLETE JOB button.