Questions?

They are answered by the XTRF community and our experts

+5

Multiple Change in Views

Laura Jimenez 3 months ago in Home Portal 0

Hello,

Would you find useful to have the Multiple Change option in the Views configuration?

For example: what if you create a new user group and want to share with it a few of the views? Right now there is no other option that doing it manually one by one.

+5
Under review

WYSIWYG for Client and Internal Notes

Sancho Leath 10 months ago in Home Portal / Smart Projects updated 10 months ago 2

There was talk to have this feature implemented for 8.2 and then 8.3. For which version is it currently planned?

Besides formatting tools to differentiate and highlight important pieces of information in these notes fields, having active hyperlink that are clickable in the notes fields would be very practical.

Answer

Hi Sancho. In XTRF 8.1 we introduced clickable links for Client Notes (Client Portal) and Instructions from PM (Vendor Portal). There are no plans for the nearest future to introduce a WYSIWYG editor for the notes fields or formatting by means of markdown (although it was in our plans some time ago, indeed).

Here's a related discussion on Product Development Ideas forum - I can see you already "liked" it and posted your comment.

https://xtrf.userecho.com/communities/1/topics/976-format-internal-and-customer-notes-in-quotes

+5

Add instructions to specific job in workflow

MindyK 1 year ago in Home Portal / Classic Projects updated by Sancho Leath 1 year ago 2

I have many workflows, and am wondering if there is the option to place instructions within a specific job, in a specific workflow, so I don't have to add the same instructions each time. Is it possible to do this in the workflow configurations?

+5

Notification of notes from vendor?

Meghan Cooper 1 year ago in Home Portal / Classic Projects updated by Donna Meyer 1 year ago 3

Is there any configuration to trigger an automated email notification when a vendor leaves a note on a project (located: Task > Job > Instructions > Notes from Vendor to PM)? Or a view that would showcase this easily. We frequently have projects with 45+ language combinations, and it is not feasible to look in each job to see if a note is there (and vendors sometimes leave notes there instead of emailing us, assuming we will notice). This is referring to Classic Projects.

+5
Searching answer

Best practices for changed source documents

Sancho Leath 2 years ago in Home Portal / Smart Projects with CAT integration updated 1 year ago 13

Customers will send changed source documents quite frequently. Even though we are experienced users of Smart Projects, we are not sure whether we are using best practices for such scenarios. Quite some time ago, we discussed the need for better handling of source document reimports (integrated with memoQ). Not sure where this is on the roadmap, which is why I would like to UE community benefit from this discussion.


Scenarios:

(1) Integrated memoQ project with bilingual source documents already created, but translator hasn't started.

(2) Integrated memoQ project with bilingual source documents already created and translator has started, but not delivered.

(3) Integrated memoQ project with bilingual source documents already created and translator has started and delivered. Bilingual document is now with proofreader.


What is the best way to handle both file management and finances (receivables/payables) in these scenarios with the current Smart Project design?



+5
Answered

Package quotes

Here is an idea - when customer request a quote often he doesn't know all the options available. For example, he request a translation (in his understanding it's a service with only one job type) via email. But we instead provide him with a package quote with different options to choose:

  • translation only
  • translation + revision
  • translation + revision + QA, etc.

Of course we can indicate those as different services and workflows in the system. 

But the idea here is to give customer a possibility to choose directly from the e-mail/portal the option that best suits his needs and indicate the price for each option. 

Then, in a perfect scenario he chooses the option via 1 click and PM receives notification and quote is converted into a project with selected service.

 

What are your thoughts on this?

How possible is this scenario? Maybe someone has some advice or workarounds for this?

+5
Searching answer

Work log (time tracking feature)

Katie 2 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 38

Has anyone used the add-on feature of the work log, where users can track how much time they are spending on different tasks? If so, do you have any thoughts regarding its usefulness and accuracy?


Thank you!

+4

LQA process in XTRF

Jan Hinrichs 5 months ago in Home Portal updated by Martyna Pałasz (XTRF Deployment & Training Specialist) 5 months ago 2

How can we run a LQA process in XTRF with external documents and link them to the vendors. 

Use case: we evaluate vendors periodically with a balance score card

Ideally we would use XTRF e.g. the reports section "Client Feedback" to add the LQA information and to close with Pass or Fail. 


How does the rest of XTRF users deal with this issue? 

+4
Answered

Two-way constant communication between Vendor and PM

Juan Cardona 9 months ago in Home Portal / Classic Projects updated by Bogusław Reich (XTRF Product Owner) 8 months ago 7

As you may know, PM can leave notes to Vendors using the Instructions tab.
Also, Vendors can send a note to the PM when performing or completing a Job. However, PMs cannot reply to Vendors' notes and the communication is not fluid. Sometimes transit between PMs and Vendors may require more than two contacts.

We need a more fluid communication between PMs and Vendors. For instance, for large or difficult projects, Vendors should be able to contact the PM and clarify any doubts.

We propose that this functionality/option be included in XTRF (Classic Projects) so as to allow PMs and Vendors to communicate more than 1 time by either including the option of replying to Vendors' notes or including a ''Chat'' functionality.

Answer

@Juan, the idea of a "chat functionality" has already appeared on our Product Development Ideas forum. Feel free to leave your input / like there.

https://xtrf.userecho.com/communities/1/topics/153-integrated-chat-in-xtrf

We are looking closely at the topic of better in-project communication between the PM and vendors. We're hoping to share some outcomes of our research soon.

+4
Under review

Audit Log

Angelo 1 year ago in Home Portal updated by mark 12 months ago 13

It would be great is XTRF had a simple log somewhere that tracked every action: time when X happened and by who.  It would be very useful for:

learning how things get deleted

learning how long it takes for activities to complete

learn what activities took place

learning whether or not things get done by a certain amount of time

very valuable management and management KPIs can be developed from this. 

I'm sure it would also help with troubleshooting problems with projects and the XTRF too.  

Answer

Tomas is right. 
The feature is available, but not enabled for everyone. Contact Service Desk or your KAM about it.