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Project Folder Creation and Settings in the Mobile Apps

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Administrators and Power Users with Owner permissions can create Project Folders or convert existing folders to Project Folders in the Egnyte mobile applications. This article describes how to use the Egnyte mobile applications to create Project Folders, mark folders as Project Folders, view and manipulate Project Folder settings and access Project Dashboard.

Project Folder Creation on Mobile

To create a new Project Folder tap on the + Create or upload button and from the context menu select New Project Folder. 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 Project Folders in the Egnyte iOS app:

 

Creating Project Folders in the Egnyte Android app:

 

Project Folders can also be created from templates (if they are provided by the domain admin). To create a project Folder from a template, click on From Templates and from the context menu select Project Folder Templates. 

To convert an existing folder into a Project Folder, navigate to the folder you 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 Project Folders in the Egnyte iOS app:

Converting folders to Project Folders 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 folder 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 project folders, providing a centralized hub for managing and monitoring projects. Each project folder 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 folder, uses a project template or marks an existing folder as a project within a domain that has the Project Control Add-On enabled.

Accessing Project Folder Dashboard in the Egnyte iOS app:

 

Accessing Project Folder Dashboard in the Egnyte Android app:

 

Project Folder Access Criteria

To access Project Folders on the go, make sure you have access to Project Control Add-On and the latest version of the Egnyte mobile apps available in the Apple and Play application stores.

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