Administrators and Power Users with Owner permissions can create Projects or convert existing folders to Projects in the Egnyte mobile applications. This article describes how to use the Egnyte mobile applications to create Projects, mark folders as Projects, view and manipulate Project settings and access the Project Dashboard.
Project Creation on Mobile
To create a new Project, tap on the + Create or upload button and from the context menu select New Project. Fill in the Project Details form on the next screens, set the status, choose the project start and end dates, add the address (if relevant) and tap the Save icon.
Creating Projects in the Egnyte iOS app:
Creating Projects in the Egnyte Android app:
Projects can also be created from templates (if they are provided by the domain admin). To create a Project from a template, click on From Templates and from the context menu select Project Templates.
To convert an existing folder into a Project, navigate to the folder users want to change, tap the three dot menu in the right upper corner of the screen, select Mark as Project, and fill in the project details on the next few screens.
Converting folders to Projects in the Egnyte iOS app:
Converting folders to Projects in the Egnyte Android app:
Project Settings on Mobile
All Project Settings including the name, logo, ID, description, timeline, smart upload folder (for iOS and Android), and address can be accessed and manipulated in the mobile app. Users with the right role or permissions can also unmark folders as projects.
To access Project Settings, navigate to the Project and from the three dot menu, select Project Settings.
Accessing Project Settings in the Egnyte iOS app:
Accessing Project Settings in the Egnyte Android app:
Project Dashboard
The Project Dashboard has been designed to provide access to critical project information even when on the go. It visualizes key project attributes such as the status and progress of projects, project location, start and end dates, address, and logo. The dashboard is seamlessly integrated into Projects, providing a centralized hub for managing and monitoring projects. Each Project has its own dedicated dashboard for project-specific data that users can now view in the mobile app. The project dashboard is created automatically when a user creates a new blank Project, uses a Project Template or marks an existing folder as a project within a domain that has the Project Hub enabled.
Accessing Project Dashboard in the Egnyte iOS app:
Accessing Project Dashboard in the Egnyte Android app:
Project Access Criteria
To access Projects on the go, make sure to have access to Project Hub and the latest version of the Egnyte mobile apps available in the Apple and Play application stores.