tologo With Projects Mode

To choose With Projects Mode, enter the Backstage view and then click Advanced Settings > Workflow Mode. In the opened window choose With Projects Mode and click OK.

This mode has the following workflow:

1.Create a client. For this go to Clients > Client and click the New Client button.

2.Create a project for this client. For this go to the Projects tab of the client and click the New button.

3.Create client jobs assigned to the project. For this right-click the project and click Open Project, then switch to Client Jobs tab and click New button.

 

 

In With Projects Mode jobs cannot be created without a project.

With Projects Mode will be useful for freelance translators who:

·Group several jobs in a project.

·Perform several tasks for one job. For example, if you make a translation, proofreading and DTP for one job (e.g. "Brochure"), you can create a project with name "Brochure" and then create several client jobs: Brochure - Translation, Brochure - DTP, Brochure - Proofreading, where translation, proofreading and DTP are groups of services.

·Translate into  several languages. For example if you make a translation English => German and English => Spanish for one job (e.g. "Brochure"), you can create a project with name "Brochure" and then create two client jobs: Brochure - English => German, Brochure - English => Spanish,  where English => German and English => Spanish are services.

With Projects Mode will not be useful for freelance translators who receive separate jobs from a client and do not need to group them in any way.

 

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See also:

Workflow Settings