Edit template - Automated actions

You can run many tasks automatically at various points in a project. This works for local projects as well as online ones.

Can't do this without templates: You can do this in projects created from project templates only. Set up a template first. Configure the automated actions. Then, create a new project from that project template.

For example, this is how memoQ can automatically pre-translate documents, and run statistics on them after they are imported.

This topic doesn't list all possible options - there are way to many of those, but it shows on an example how you can set up your template for automated actions.

How to get here

  1. Open the Resource Console.
  2. On the left, click Project templates.
  3. Select the template you want to edit.

    To set up a template for online projects or resources: Use an online template for this. Choose your memoQ server at the top of Resource console. Click the Select icon_selectserver button.

  4. Under the list, click Edit.
  5. On the left, click Automated actions.
  6. Click the Project automation tab if you don't see it at first.

    edit-template-automated-actions

What can you do?

When you finish

To save the project template, and return to Resource console: Click OK.

Possible next step: After you finish working on the template, close the Resource console, and create a project from the template.

To continue working on the project template: choose another category, and fine-tune other settings.

To return to Resource console, and not save the project template: Click Cancel.