Translate, Review, Custom, and Completion

If you prefer, the Translate, Review, Custom, and Completion phases can be left at their default settings.

Adding Workflow Rules

Optionally, you can make each phase more robust by adding custom Rules. (For example, a rule can be created to notify project managers when a project is complete).

To add a rule to a workflow phase,

1. Open a workflow. (Select Project Resources in the side bar, click Workflows and select the desired workflow).
   
   

2. Click on the phase you would like to configure.
   
   

3. To add a rule, scroll down to the Rules section and click the + Add Rule icon.
   
   

4. Using the dropdown menus, create as many rules as you wish.
    
   

   You can set multiple conditions for a single rule by using the + sign.

   
   

5. Save your work.

When you are happy with your changes, finalize your workflow. Once a workflow is finalized, it can be used to manage a translation project.

For best results, finalize your workflow before using it. 

Turn off "Mark Complete"

By default, linguists are required to mark their work complete before a document can move on to the next phase (e.g. review). Because documents could get stuck if a linguist forgets to mark a phase complete, some project managers prefer to turn this setting off.

This setting can be managed from within the workflow. 

1. Open the workflow you wish to manage. (Select Project Resources in the side bar, click Workflows and select the desired workflow).
   
   

2. Click to switch to the Configuration tab.
   
   

3. From the Workflow Preview, select the phase you wish to edit (usually the Translate or Review phase).
   
   
4. Scroll down. Under the Rules heading, click the Edit icon next to "When phase is marked complete..."
   
   
5. Under "When this condition is met," scroll to select "phase progress % reaches 100%."
   
   
6. Save your work.

When the linguist's work reaches 100%, the document will automatically move to the next phase.