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Introduction
When you create a project, you can save it as a template. Project templates keep store information about the workflow and project details. In order to To create a project, you need to have a customer. please, make sure you are familiarized with For details, we recommend that you read the following article: How to create a customer.
Similarly to XTM Cloud projects, you cannot copy or duplicate project templates on the spot.
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Guidelines
Go to Projects → Project list → Add project.
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Select a Customer, and then
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enter a Project name.
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Note red asterisks on the left-hand side which
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indicate obligatory fields.
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Select a Source language and one or
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more Target languages.
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Select a Workflow, and then click the Save as template button.
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Enter a Name for the template
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and choose the Type
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: specify whether you only want
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the template
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to be used with this customer or with all customers. You can also add a Description in the text field. Click the Save button and Close the window.
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Your newly-created project template
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will be added to the Templates list
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Click on the project template in question to enter the template’s details, for further changes, if necessary. In it, you will see three sections:
General info
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Project details
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Workflow
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You can now use this project template
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next time you create a project.
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IMPORTANT! It is not possible to assign any individual projects or project groups to an existing XTM Cloud project template. |