Projects
A project is a grouping for related documents. It lives in the left rail of the dashboard, under My Documents and inside each team.
How do I group documents into a project?
Create a project from the rail’s “+ New project” button, with an optional emoji and a default source/target language pair. New documents created inside a project inherit that pair automatically (still overridable per document). One level of nesting is allowed — a project can have sub-projects, but those can’t have their own.
Move documents in or out from a document’s “…” menu or the project’s “+ Add documents” picker. “Unfiled” is the catch-all for documents not in any project; deleting a project moves its documents back to Unfiled rather than deleting them. Personal projects hold personal documents; team projects hold that team’s documents.
If a document has several languages, does moving it move all of them?
Yes. Multi-language documents move as one unit — filing any language version into a project, or back to Unfiled, takes all its sibling versions with it. The project’s document count treats that group as a single document.
What happens to a document’s language settings when I move it into a project?
Transept asks. When the target project has its own default language pair, a prompt offers to keep the document’s current settings or adopt the project’s — and the choice applies only to that one move.
Can I link a project to a client?
Yes. Set the Client field on a project and documents created in it, or moved into it, link to that client automatically; an explicit document-level client is never overwritten. See the CRM hub.
Can I create a project without going back to the dashboard rail?
Yes. The “Move to project…” dialog in a document’s “…” menu can create a new project inline, so you don’t have to set one up on the rail first.
Still stuck? Ask Literess in the app, or write to [email protected].