Projects provide a dedicated translation environment for your various content types and integrations, and are essential to structuring your localization processes in Smartling.
The Projects Dashboard allows you to view and manage all Projects in your Smartling account:
- For users with an Account Owner role, the Projects Dashboard provides a holistic overview of all Projects available in the account.
- For users with a Project Manager role, the Projects Dashboard displays all Projects the user has been given access to.
Info: New to Smartling? Click here for an introduction to Projects.
Accessing the Projects Dashboard
To access the Projects Dashboard, expand the Projects drop-down menu in the top-navigation bar of your Smartling dashboard.
At the bottom of the list, click View all projects.
Navigating the Projects Dashboard
From the Projects Dashboard, you can search for specific Projects, manage existing Projects or create a new Project:
- View the available Project information.
- Use the available filters to search for specific Projects.
- Click on the ellipses to access the Actions menu.
- Any unresolved Issues for each Project are listed in the Issues column, allowing you to access and manage Source and Translation Issues directly from the Projects Dashboard.
- Assign and edit Labels to allow for more efficient grouping and organization of your Projects.
- Create a new Project (available to Account Owners only).
Tip: By default, the Projects Dashboard displays only active Projects, but the Status filter can be used to show also archived Projects.
Project Information
The Projects Dashboard displays the following information:
- Name: This Project name can be customized and edited from the Actions menu.
- Type: This column displays the Project Type, which is selected when a new Project is created. The Project Type can provide an indication of the selected integration.
- Source Languages: This column displays the source locale of each Project. Each Project can only have one source locale, which cannot be changed.
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Labels: Any Labels that may have been added to a Project are displayed here.
For information on how to create a new Label, please visit Managing Project Labels. Once a label has been created, it can be added to a Project from the Actions menu. - Issues: This column displays any unresolved Source and Translation Issues for each Project.
Filters
A range of filters allows you to search for specific Projects:
- Name: Enter a keyword to search by Project name.
- Language Pair: Filter for Projects with a specific source and target language pair.
- Labels: Filter for Projects with a specific label.
- Type: Filter by Project Type, for example to identify all Projects using a particular integration.
- Status: By default, the Projects Dashboard displays only active Projects. To display both active and archived Projects, select the option "All statuses".
Tip: To save specific filters for quick access, you can simply apply the desired filters and then bookmark the URL.
Actions
To take action on an existing Project, click on the ellipses next to the Project information. This opens the Actions menu, which allows you to edit, copy, archive or unarchive the Project.
Edit Details
View and edit the available Project information:
- Name: The Project name can be edited. To confirm any changes, click "Save".
- Project UID: This unique Project identifier cannot be edited.
- Linguistic Package: The Linguistic Package used for the Project is displayed. Click on the name of the Linguistic Package to view all details. If you would like to use a different Linguistic Package for the Project, please follow these instructions to assign a new Linguistic Package.
- Project Source Language: The source locale used for the Project. Each Project can only have one source locale, which cannot be changed.
- Target Languages: The target locales for the Project are listed here and can be edited from the Project Settings page.
- Project Labels: Add or remove Project Labels. For more information on Managing Project Labels, click here.
Copy
Copy an existing Project.
This action creates a new Project that will have the same language pairs, the same Project Managers, the same Linguistic Package and the same default workflows as the existing project. Strings, files and visual context will not be copied over to the new Project.
This action is only available to users with an Account Owner role.
Info: For more information on copying Projects, please visit this article.
Archive
Projects which are no longer needed can be archived.
Archived projects can be accessed from the Projects Dashboard by using the Status filter "All statuses", and are automatically assigned the status label "Archived".
To restore archived Projects, use the action Unarchive.
Info: For more information on archiving Projects, please visit this article.
Unarchive
Use this action to unarchive and restore an archived Project. This action is only available for archived projects.
Upon archiving a Project, Jobs will be removed from the Jobs Dashboard. When a Project is unarchived, the Jobs will automatically be restored and available in the Jobs Dashboard again.
Issue Management
Issues are an important communication tool, allowing linguists to ask questions about the source content, or provide feedback about translations submitted in a previous workflow step. Resolving Issues in a timely manner is essential to ensuring that the due date for your translation Jobs can be met. The Projects Dashboard provides an easy-to-access overview of any open Issues that may need to be addressed.
The Issues column displays the total number of unresolved Issues for each Project, as well as the number of unresolved Source Issues and the number of unresolved Translation Issues.
By clicking on the number of unresolved Source or Translation Issues, you can access the Issues Report (filtered by the selected Project and Issue type), where you can provide comments and/or resolve Issues.
For more information about Issues as a tool to communicate with your translators, please visit this article.
Managing Project Labels
Custom Project labels allow for efficient grouping and organization of the Projects available in your account.
Adding a new label
- Click Manage Labels.
- To create a new custom Project label, click + New Label.
- Enter a name for the new Project label. Click Save to confirm.
- Once a label has been created, it can be added to a Project from the Actions menu > Edit Details.
Tip: If you want your Project labels to stand out visually, include a colorful emoji in the label name.
Removing a label from a Project
To remove a label from a Project (without deleting the label completely):
- Click on the ellipses menu next to the Project to access the Actions menu > Edit Details.
- Under Project Labels, remove any unwanted labels.
- Click Save to confirm.
Deleting a label
To delete an existing label:
- Click Manage Labels to view all existing labels for your account.
- Next to the label you want to remove, click on the ellipses menu.
- Select the option Delete Label.
This will remove the label from all Projects that it is currently associated with.
Editing a label
To edit the name of an existing label:
- Click Manage Labels to view all existing labels for your account.
- Next to the label you want to remove, click on the ellipses menu.
- Select the option Edit Label.
- Click Save Changes to confirm
Info: For more information on how to organize your account with Project Labels, please visit this article.
Creating a Project
Click Create Project to begin the process of creating a new Project. This action is only available to users with an Account Owner role.
Info: For more information on creating a new Project, please visit this article or watch our video tutorial.