Project management
Project management and task alerts
The Action needed panel checks your jobs, quotes and complaints and lists what needs attention: translations due today, interpreting not marked complete, bookings without a linguist, completed work not invoiced, accepted quotes not booked and overdue complaints.
Highlights
Action needed panel
Shown on the dashboard and the projects screen, with a link to each job.
Client emails
With AI switched on, emails from clients about complaints, cancellations or invoices are added to the list with a one-line summary.
Configurable checks
Choose which checks run and when, for example how many hours after a session or how many days after completion.
Projects
Group the jobs of a larger assignment, each with its own service, dates, linguist and charges.
Included
What's in project management
Included on every plan, with no add-ons to buy.
- Each job checked in its own time zone
- Interpreters who haven't confirmed a job starting within 24 hours flagged
- Snooze an item, or mark it handled for the whole team
- Custom fields on jobs, projects, quotes and clients
- Field-level change history on quotes, projects and orders
- Copy a job to the next day with the same pricing
Works together
Related modules
Translation projects
Single jobs and multi-document projects, machine translation drafts, certificates and postal packs.
Learn moreInterpreting bookings
Face-to-face, telephone and video bookings, job offers by email and SMS, and remote sessions in your own rooms or Microsoft Teams.
Learn moreReports
A report builder with Excel downloads, and ready-made reports on enquiries, quotes, jobs, invoices and payments.
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