Project Recommendations

Egnyte offers AI-powered Project Recommendations feature enabling the users to identify and mark existing folders in Egnyte as a Projects. 

There are many reasons for a user to mark a folder as a Project if needed in Egnyte, such as:

• Access to Smart Upload to automate photo capture to a respective Project (Enterprise Lite and up).
• Reduced exposure at Project completion via Project Lifecycle Management (Project Control Add-on only).
• Streamlined access to Projects 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.

Access Project 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 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.