From be95e80b105bdf2f23ab0ee7c9c0ef1c3643ccaa Mon Sep 17 00:00:00 2001 From: Karly W <35906183+infopetal@users.noreply.github.com> Date: Mon, 20 Nov 2023 11:32:14 -0500 Subject: [PATCH] Update po.md --- workflows/digitization/po.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/workflows/digitization/po.md b/workflows/digitization/po.md index dce7354..73cc288 100644 --- a/workflows/digitization/po.md +++ b/workflows/digitization/po.md @@ -35,10 +35,10 @@ Steps Before requesting metadata creation, ensure your ClickUp settings are configured to assign you as a watcher to tasks you create in [your notification settings 🔒](https://app.clickup.com/2305128/settings/notifications). Under **Watcher settings: When do you want to be added as a watcher on a task?**, check that **When I create a task or subtask** is selected. 1. Navigate to [Metadata Services › New Digitization › New Digitization Tracking 🔒](https://app.clickup.com/2305128/v/l/6-164664866-1?pr=18903295) in ClickUp -1. From the lower right corner of the list, click **+ Task** -1. Click the **🪄 (wand)** icon (third icon on the bottom left of the create task prompt), then click **Load from Template** +1. From the upper right corner of the list, click **Add Task** +1. Click the **🪄 Templates** button (bottom left of the add task prompt), then click **Use Template** 1. Search for **PO Metadata Creation**, hover over the template, and click **Quick Use** - 1. After using the **PO Metadata Creation** template for the first time, it will begin to appear in the **Load from Template** prompt under **Recent Templates** + 1. After using the **PO Metadata Creation** template for the first time, it will appear when clicking the **🪄 Templates** button under **Recent Templates** 1. Replace the task name with the PO number, i.e. `PO1234` 1. Populate template in the task description with any relevant information 1. Ensure you provide links to **Source Record(s)**, such as a link to the corresponding finding aid or catalog record @@ -92,4 +92,4 @@ Before requesting metadata creation, ensure your ClickUp settings are configured ## See Also - [Photo Order](/metadata-documentation/metadata/element/identifier/po/) for more information about the PO identifier -- [Approvals](/metadata-documentation/workflows/approvals/) for an overview of the workflow of approving metadata in MMS \ No newline at end of file +- [Approvals](/metadata-documentation/workflows/approvals/) for an overview of the workflow of approving metadata in MMS