As new projects are started, and more teams are formed, creating additional Project folders will be critical to maintaining organization within the Egnyte account.
The article covers all the details on creating Project folders and adding a new Project folder. It also includes best practices for setting up, sharing, and managing Project folders by persona.
Who Can Create Project Folders
Administrators and Power Users with Owner permissions or the “can manage projects role” can create a project folder or convert an existing folder to a Project folder.
Project folders are available in the Platform Enterprise Lite and Platform Enterprise plans or the Project Control Add-On.
Create a New Project Folder
- Navigate to the folder to create a Project folder within it.
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Click Create ↓ and select Project from the drop-down. This will create a blank project folder.
Domains with the Project Control Add-on enabled can also select the From Template option if they wish to create a complete project folder structure with templatized permissions. -
Enter the Project name and choose a Project Status. The user can optionally populate the other project folder metadata including Project ID, Customer name, Project description, Address, and more.
- Select Save to create the project folder.
Convert an Existing Folder to a Project Folder
- Navigate to the folder you'd like to convert to a Project folder.
- Click More ↓ and select Mark as project from the drop-down.
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Enter the Project name and choose a Project Status. You can optionally populate the other project folder metadata including Project ID, Customer name, Project description, Address, and more.
- Select Save to save your changes.
- Users can now manage and share their project folder so other users can access it.
- Alternatively, click on multiple folders and choose ‘Mark as projects’ from the context menu. This will convert the selected folders into project folders.