Project management
See what's late or missing before your client does
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. Each project manager sees their own list, and the whole team's.
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
- Items clear when the work is done, such as a translation delivered or a client answered
- Deadline reminders to linguists, with a note to the project manager when a job is late
- 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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