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Step 2: Planning work on assignments

To make it easy to manage a project during its lifetime, you should assign engineers, translators and reviewers to translation phases for each project file. Each of the users will be notified when the file reaches the phase they are assigned to by email.

About this task

Starting with SDL Trados Studio 2017 SR1, the project template, which you create in Trados GroupShare, can include file assignments. This means that you can decide which users work on your files, for each file phase, when you actually create the template.

Procedure

  1. Go to the Projects view and select a project to open it.
  2. In the project planning board, set to the Kanban-style view, select one or more files.
  3. Select Planning for <n> files.
  4. For each phase, in the Planning for <file> window:
    1. Assign the users that work on the files from the Assigned users list.
    2. Specify a due date in the Delivery at field.
  5. Select Save.
  6. When work is done on a file in a phase, drag the file to the next phase or to any of the other three phases with no restriction.
    The assigned user receives a notification email regarding the task assigned to them and the due date for it.

What to do next

Once all assigned work is planned for, the assigned users can start the actual work either in Trados Studio or in Online Editor.

Assigned users receive an email with two direct links to the assigned file, one which opens the file in Trados Studio, and another (a file-name link) which opens the file in Online Editor. Depending on your available configuration, you can perform either Step 3a or Step 3b.