Egnyte offers AI-powered Project Folder Recommendations feature enabling the users to identify and mark existing folders in Egnyte as a Project folders.
There are many reasons for a user to mark a folder as a Project folder if needed in Egnyte, such as:
- Access to Smart Upload to automate photo capture to a respective project (Ent-Lite & Up).
- Reduced exposure at project completion via Project Lifecycle Management (Project Control Add-on Only).
- Streamlined access to your project folders on mobile with Automated Project Detection (Project Control Add-on Only).
- Instant access to critical project information via the Project Dashboard.
- Inherited project metadata on all subfolders and files.
This feature is part of the Project Control Add-on available on all Platform plans. Please contact the Egnyte sales team to learn more.
Access Project Folder Recommendations
Contextual Entry Point
Project Recommendation contextually displays within a folder that Egnyte believes should be marked as a project.
Users can take the following actions by clicking on Project Recommendations:
- Not a project - This will remove the project recommendation tag from the folder.
- Mark as project - This will start the project conversion process and ask for project attributes, such as, Project Name and Project Status.
- View all - This will show all Project folder recommendations that a user has permissions to view across the entire domain. In this workflow, a user can select multiple folders and mark them as a project or not a project in bulk.
Recommended Projects in Project Dashboard
- Navigate to Dashboard -> Recommended projects
- Select the folder(s) to mark as project or not a project.
- Egnyte scans the domain once a week, updating the Recommended projects with newly identified folders.
- Egnyte scans the “/Shared” folder path, and not Private folders.
- Project folder recommendations are available to users with permissions to mark a folder as a Project.