Project Management
Articles focused on the Project Management use case.
37 articles
Project Creation
Set up a new project, choose files, routing, and get it quoted.
- How to configure file parsing options for your project's filesHow wxrks parses and extracts content from CSV, DOCX, JSON, PPTX, XLIFF, and other file types when you upload them to a project, including the JSON comments and reference-image feature.
- Send Projects Between wxrks Accounts with Work PackagesSet up a Handshake connection and use Work Packages to send an Approved project, with its Translation Memory and Glossary, from one wxrks account to another — then get the…
- How to use Project Templates in wxrksExport a project's settings as a reusable template and import it to pre-fill a new project — what gets copied, and what happens when you change the Organizational Unit.
- How to use Project Routing in wxrksSet up a Project Routing configuration and use it to create linked projects across multiple Organizational Units from a single upload.
- Project's Translation SettingsEvery option on a project's Translation Settings tab — auto-translation sources, segment confirmation and locking, and the project's Sous Chef Agent — explained in plain language.
- How to use wxrks Quote AutomationSet up Quote Automation to auto-quote and move eligible projects to Pending, and see why a project might skip it.
Configuration & Settings
Fine-tune TM, glossary, character limits, and other project settings.
- How to Save File Parsing Settings as a Reusable FilterSave per-file-type parsing settings (CSV, JSON, DOCX, and more) as a named Filter under an Organizational Unit, then apply it to any future upload without reconfiguring.
- Configure Granular TM Workflow Settings by Org Unit and ProjectOverride a Translation Memory's Read/Write behavior for specific workflow steps at the Org Unit and Project level, and how the two levels interact.
- How to Configure and Use UI Term Replacement Based on a GlossaryTurn on UI Term Replacement for a glossary so wxrks automatically translates tagged UI terms (like button or menu names) using your glossary instead of machine translation or AI.
- CODE/UoM Matching in Translation MemoryHow CODE/UoM abstraction lets TMs ignore part codes and measurements.
- Managing the Spell Check Exception ListSet up and maintain the words wxrks' spell checker should ignore, at the Organizational Unit and Project levels, or add them on the fly from the Editor and QA Check.
- How to Configure and Use Target Char Limit in wxrksSet a per-segment character limit from your file, choose soft or hard enforcement, and filter for translations that go over it.
- Understanding Steps in wxrks WorkflowsWhat a workflow step actually is in wxrks, and why the step catalog, names, and order are fully customizable per account — not a fixed pipeline.
- How to Import Multilingual XML Files
- How to Configure XLIFF Export Attributes Mapping
Tasks & Assignment
Assign, route, and manage tasks across your translation team.
- Task Assignment Eligibility RulesThe exact role, language pair, and account-status checks wxrks runs before a user can be manually assigned to a Task, plus a troubleshooting checklist for when someone expected doesn't show…
- How to set up Auto Task Placement with the guided setup
- How to see every change made to a task with the History tab
- Assigning Tasks to UsersHow Project Managers and Account Admins manually assign, reassign, and manage vendor Tasks from a project's Tasks tab, including bulk updates and every action in the Task options menu.
- How to use the Auto Task Placement featureHow an Account Admin turns on Auto Task Placement, configures its matching filters and notifications, and how an eligible Vendor claims a Task through it.
- Split a Work Unit into Multiple PartsHow and when to split a Work Unit's segments into separately assignable parts, and exactly what changes in the project once you do.
- Managing Deliverables in a ProjectHow to upload, identify, and download the final deliverable files attached to a project's Work Units.
- Requiring Vendors to Accept or Reject Assigned TasksHow to turn on Assignment Acceptance so vendors confirm or decline manually assigned tasks, and what Account Admins, project managers, and vendors each see.
- Configuring Task Reminders and Task Update NotificationsTurn on automatic task due-date reminders and task update emails for vendors, tune how early they fire, customize the templates, and send a reminder manually from a task.
Files & Formats
Work with PDFs, bilingual files, XLIFF, and multilingual content.
- How to translate a PDF file in wxrksHow wxrks automatically converts an uploaded PDF into an editable DOCX for translation, and where your original PDF ends up afterward.
- iWork: how wxrks handles Pages, Keynote and Numbers filesHow wxrks reads, previews and writes back .pages, .key and .numbers files, with round-trip results.
- How to update a project's source file with a revised version
- How to export and import a bilingual XLSX file in wxrksExport a work unit as a bilingual XLSX spreadsheet to translate or review offline, then import it back into wxrks.
- How to export and import XLIFF files in wxrksExport a work unit as an industry-standard XLIFF file for translation in a third-party CAT tool, then import the finished file back into wxrks.
- How to work with a multilingual .xlsx file in wxrksConfigure a multilingual .xlsx file's column mapping at project creation, then pick the right download method to get every language back in one file.
Tools & Reporting
Dashboards, logfiles, timesheets, and cost/quote reports for PMs.
- How to list and filter projectsUse the Projects list's filter panel, quick search, and saved filters to find specific projects by name, client, status, dates, or file content.
- All about LogfilesWhat a project's Logfile shows, how to read its word-count and TM-match breakdown, and how to download or create one.
- Calculating Costs and Vendor Payments from Target ContentWhere the Source-vs-Target word-count setting lives for project costs and vendor payments, what changes when you switch it, and what to check before you do.
- Project CostsHow wxrks calculates project costs from your logfile and price list, including minimum fees, TM Savings, manual entries, and when costs become read-only.
- Timesheet for Project ManagersLog billable and non-billable hours against a project, task, or internal activity in the weekly Timesheet, and see what happens to an entry after you save it.
- How to Customize and Export a Quote ReportHow to brand a wxrks quote report with your logo and company info, add standing quote notes, and export it as a PDF or DOCX file.
- Actions/Options BarEvery control in a project's Actions/Options bar: importing and exporting files, joining or splitting work units, translating, generating logfiles, and filtering or customizing the work unit table.