Aug 5, 2021

Workflow Wednesday: Getting started with memoQ templates


Recorded Aug 11, 2021

It has been more than seven years since memoQ introduced the use of project templates, and although the default method of project creation involves templates when the New Project icon is clicked on the Project ribbon, most users stick with the examples provided, venturing little beyond them, or they use the old Project Wizard and avoid templates altogether. It took me some years to really get my head around the use of project templates in memoQ, and the fully configured sample templates included with installation and made to specifications that were seldom aligned to my needs were not particularly helpful.

When I finally did understand how templates could revolutionize my productivity in local and online projects, I responded to help requests by some LSP consulting clients by providing fully configured templates to address all the problems they listed with the often complex needs of their high volume clients. And to my surprise, most of these configurations went unused. The project managers were simply overwhelmed. As I had been for nearly six years.

And then a colleague's request to help with a filter for a package type not included in memoQ's standard configuration opened my eyes to the importance of simplicity. I had to use a template for that particular challenge, and the template allowed easy import of GLP packages full of TXLF files and did no other special thing.

A weekend of training with project managers from a local LSP showed that this approach could clear up the confusion often caused by immediate confrontation with "kitchen sink" templates as an introduction. When the team shared their desires of "just one thing" to make their work easier and saw how simply that one thing could be accomplished, the understood the value of templates quickly and were soon able to build more sophisticated templates as their confidence grew and they dared tread just a bit farther. Step. By. Step. 

So this webinar took a different approach to templates than you have probably seen so far, emphasizing simplicity and simple needs as a foundation for robust processes and automation. I had no intention of talking about all the myriad options for configuration and automation, though some of these were discussed in the Q&A. This talk is for people who are confused by templates. Who think they aren't really of any use for what they do. Or who are even scared stiff of them. So enjoy the recording (best viewed on YouTube, where you can take advantage of the time-coded table of contents).

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