Dealing with the tasks and the linking palette in Adobe InCopy CC

In this tutorial, you will learn how to efficiently use the "Tasks" panel and the Link Palette in Adobe InCopy CC. These functions are essential for editors working in a collaborative environment as they help you organize text sections and manage linked content such as images and textual elements. Proper use of these tools can significantly improve workflow and help you stay up to date.

Main Insights

• The "Tasks" panel organizes the available text sections in your document and allows checking out for editing.
• The Link Palette helps in managing images and texts.
• Checking out and checking in play a central role when working in a team.

Step-by-Step Guide

To work with the "Tasks" panel in Adobe InCopy, first open InCopy and close other views if necessary. You can switch to layout view to get a better overview of your document. Then open the "Tasks" panel. If it is not already open, you can activate it under "Window."

In the Tasks panel, you will now see the text sections linked to your document. These snippets are the texts you can edit. The available texts are listed here, with each snippet indicating whether it is currently being edited or available.

Each text snippet has a symbol indicating whether the text content is current or if someone has already worked on it. If you see a symbol indicating that the text is outdated, you can select the snippet and check it out for editing.

To edit, you must check out the task from the workflow. This means that none of the other team members can edit the snippet simultaneously. You can check out either a single snippet or select multiple snippets at once by holding down the Shift key.

To save your changes after editing, you must identify yourself as a user and set a name and color so that the team knows who is editing which texts. This is particularly important to avoid confusion in the team and keep track of things.

There may be situations where the program displays warnings when changes have been made to the InCopy files. It is advisable to pay attention to these messages and ensure that you are always editing the latest version of the text.

Once you have worked on a text and want to check it back in, you may be asked if you accept changes made by other users. Confirm this, and you will receive a symbol indicating that the snippet is now being edited.

Checking the tasks and their status symbols is crucial for a smooth workflow. You will see if someone else is working on a snippet or if your edited linguistic text is not up-to-date.

To efficiently edit your texts and graphics, it can be helpful to have Adobe InDesign open simultaneously with InCopy. This allows you to see how the texts appear in layout view.

In InDesign, you will find the same tasks palette. This gives you an overview of all contents currently being worked on and allows you to specify which elements you want to edit. This creates transparency and prevents you from working on content being edited by someone else.

When you check back in your edited content, you can ensure that all changes are updated and there are no misunderstandings in the team.

While working, it is also important to regularly contact the graphic designer or the responsible team member to avoid misunderstandings. If there should be problems with the linked files, it could be helpful to open InDesign and update or recreate all links.

A useful tool that can help you in addition to the tasks palette is the link palette. This shows you not only the InCopy snippets but also the images linked in the document. They help you quickly find the correct directories and information for your project.

In the link palette, you can view information about the status of your links, check who is working on the file, and verify if all images and texts are up to date. This way, you can keep track even as the document becomes more extensive.

Summary – Effective handling of tasks and the link palette in Adobe InCopy CC In this guide, you have learned how to effectively use the “Tasks” panel to organize text sections, and how to use the link palette to keep an eye on the status of your content. With these tools, you are well equipped to work smoothly in Adobe InCopy CC within a team.