Use project templates

Discover how to create and use project templates in Smartcat for translation and localization projects, enabling quick project creation with predefined settings available for Unite and Enterprise plans.

Learn how to use project templates in Smartcat.

In this article, we'll look at how to use project templates for your translation and localization projects in Smartcat.

Walkthrough demo to use project templates

Watch this demo to get a walkthrough guide of the whole process.

First of all, project templates as a feature is exclusive to users on Smartcat Unite and Enterprise plans only.

Create a project template

Creating a project template is available for workspace admins and project managers.

On the Home page, click on the three dots next to Shortcuts > Create a template > Project template or click on the + icon:

Step 1: Add project name and description

The project template description is optional. You can use it to specify the template's purpose and properties, and so forth.

Step 2: Set your workflow

Predefine your project workflow stages, source, and target languages.

When you click on the Add stage option, a dropdown Select stage menu appears. This divides into source-file processing and target-file processing stages. This layout allows you to easily categorize and select the appropriate stages for your project.

  • Each stage, except for the Source layout check, can be selected an infinite number of times, allowing you to include multiple instances of the same stage in your workflow. 

    However, the Source layout check stage can only be selected once to maintain its specific purpose and functionality. Keep in mind that this stage always comes first.

  • In the project template creation wizard, when you move to the second step, the Translation stage is automatically reselected by default. This ensures a smooth and consistent workflow setup.

  • If you manually delete the Translation stage, the Linguistic assets and Automatic translation items are hidden in the left menu, and the remaining steps in the workflow are renumbered accordingly. 

    This dynamic adjustment helps you to maintain a clear understanding of your workflow structure.

When you select two or more stages from the list, they are added to the workflow list, and the Drag & Drop functionality is activated.

This enables you to rearrange the stages as per your preferences. However, if only one stage is selected, the Drag button is disabled to prevent any unnecessary movement.

If you select two or more source languages, the options to set up linguistic assets and automatic translation will no longer be available.

As a result, you won't be able to set up translation memories, glossaries, and pre-translation rules in the project template.

In summary, the updated workflow builder is integrated into the project template creation wizard, project wizard, and custom workflow creation in the project wizard.

You can select, arrange, and delete stages in your workflow, resulting in the creation of a project template or project with the selected workflow configuration.

Step 3: set project properties

Deadline and project name mask fields are optional.

Custom properties : available if there are project custom fields added in the workspace (Smartcat account > settings > Custom fields).

See more about custom fields in Custom project properties (aka Custom fields)

Step 4: set up linguistic assets

Deadline and project name mask fields are optional.

You will also see options for adding further context, via project description, client, and subject.

Select translation memories (TMs) and specify thresholds.

The TMs you select here can be further applied to the automatic translation rules. If you don’t want to set up the automatic translation rules in the template, you can skip this step.

Select a TM for writing

Select glossaries (optional)

Step 5: set automatic translation rules

TM pre-translation rules:

You can set up multiple pre-translation rules and sort them in the desired order by dragging and dropping elements. If you need to change the TM used in a rule, you must go back to the previous step to select the appropriate TM.

AI pre-translation rule:

You can set up an AI pre-translation rule and choose different engines for target languages.

Step 6: upload your files

Activate uploading reference files to a project if needed.

Step 7: advanced project settings

Repetitions settings

Quality assurance settings

Once all steps are completed, click Create a project template:

Create a project via template

Once the project template is created, it should appear on your Home page, in the Shortcuts section:

If your template is not displayed on the Home page, make sure that it is activated in the workspace settings > "Home page interface.”

  • Click on the project template

  • Fill in the required fields > import files > Create a project

The new project will be displayed on the Projects page, with predefined settings based on the template.