Edit the workflow

You can (online only) define your workflow.

The Edit Workflow dialog box opens. It might show one of these examples.

Name: Click a step's name and then edit that name. Click anywhere else in the dialog box to save the edit.
Tool: Click the down arrow () and choose a tool for the step.
Add: Click Add to add a new step. Edit the name and choose a tool.
Reorder: Click and drag the drag handle () and drop a step where you want it to appear.
Click (Hide) to hide a step you do not want.
- Select () Show all to see hidden steps.
- Click (Show) to show a step you want to use, but had been hidden. Then, you will need to reorder that step.
For steps that use the Transcribe tool, click the cogged gear button () to open the Transcribe dialog box.

Click the Artifact Type control and then click the type of transcription you want to do in that step.
For a Whole or Phrase Back Translation, you can click the Language control and choose the language, script and font for the back translation.
For steps that use the Paratext Sync tool, click the cogged gear button () to open the Paratext Sync dialog box.
Click the Artifact Type control and then click the type of translation you want to sync in that step.

For steps that use the Discuss tool, click the cogged gear button () to open the Discuss dialog box.
Click the Enter Text box and type instructions that you want to display in the workflow when team members go to that step.

Click to close the dialog box and save the changes.
If at least one project has been created for the team, do these steps:
- Open a project to the Sections & Passages tab.
- In the Step column, click a step button (for example, ) to open the Work view.
- Examine the step buttons.
- If necessary, return to the home page and open the Edit Workflow dialog box again. Then change or reorder the steps.

If this project has a permission scheme with assignments, use the Configure Permissions Scheme dialog box to assign any new steps.

You can add multiple Transcribe steps and tools, and set each one to transcribe a different type of audio (Vernacular, Back Translation, Question and Answer, or Retelling).