Project files [in-depth guide]
Workamajig's file system for projects allows you to store files of any format, and share them with others on your team. Each project has its own files area, and you must have access to the project in order to view any of the files.
Guide contents: File system rights | Upload files | Download files | Move/copy files | Campaign files | Delete files | Send for review | File management | Resources
File system rights
The default security for project files is located in security settings and is controlled separately for each security group.
Be sure they have the right to access the file folders and then enable the desired folder & file rights.
File rights can be modified per project or even template. Click on More and then choose Change security.
You can add new files using the UI tools or drag and drop.
Start by navigating to the project and it's files area.
Then click on the New button at the top. Here you can choose to Upload a file or Add a folder.
When you choose Upload Files, your computer's file system will open for you to locate your file(s).
Once your files have been selected, you will be shown a confirmation screen with the filename(s) about to be uploaded.
You can also add a description, comment and email another user of this upload.
With the file(s) now uploaded, you may see a preview of the file, depending on the file type and file server.
Drag and drop files
With the files area open, you can drag and drop the file(s) from your computer's file system onto the open browser.
From the file(s) area, you click the checkbox next to the file(s) you want to download and choose the Download option that appears above.
You can also click elsewhere on the row of the file and get a detailed screen about the file, from which you can download it as well.
You can only move or copy files to other folders within the same project files area.
Click the checkbox next to the file(s) you want to move or copy and then choose the option that appears above.
Another screen appears with the available Project folders to move/copy to.
If the project happens to be part of a campaign, then you can access the campaign files from the More button and choose Campaign files.
From the campaign files, you can choose your files(s) and then click Copy to project.
When you click the checkbox next to the file(s) you want to delete, then the Delete option appears at the top.
Send for review
This is a quick way to start the first round only of a new deliverable. After which you will need to use the deliverable to add files for the subsequent rounds.
See the Deliverables [in-depth guide] for more info about this feature.
Keep in mind that some system configurations can have an effect on the behavior of files.
- If you are using Box.net, the Box.net link only allows 1000 active project file folders to be synced. As you close a project, you must archive the project files. This will allow new projects to stay within the limit.
- When file storage is moved to your server, you will be responsible for the backup and maintenance of these files. Workamajig will no longer be able to include them in our backup/maintenance procedures.
- In order to prevent issues with up/downloading of files using WebDAV, please refrain from using special characters in your filenames.
- The Safari browser only lets you download one file or folder at a time, so even if you select multiple files to download, only one will actually download.