Projects Folder

There is a “Projects” top-level folder in Documents (only seen when Projects is enabled and visible to a specific user-type). This can be moved or renamed, like other top-level folders, but it cannot be deleted. Within this folder, a folder for each project is generated automatically. The project icon next to each project name takes you directly to that project.

By default, Active projects are shown. Complete and Inactive projects can be displayed using the Project State drop-down menu at the top of the main section. Note: The project state filter used here is the same as the one used in Projects. Changes made in one location will be reflected in the other.

Projects are always listed alphabetically in the left navigation. In the main section, projects are sorted using the same Sort By drop-down menu as in Projects (bottom of page). The default is chronologically, by project end date. This can be changed using the “PROJECT SORT” drop-down menu at the top of the main section. Note: The “PROJECT SORT” selection used here is the same as the one used in Projects. Changes made in one location will be reflected in the other.

Workzone also creates automatic task folders for any tasks with attachments.  These folders live inside the project folders in Documents and on the Files tab for the project in Projects and contain all items attached to the task.  You can create subfolders inside the automatically-generated task folders. The task folders are indicated with a new folder icon that includes the project symbol.

Files can be uploaded, copied or moved directly into the project folder, just as with any folder in Documents. Subfolders can be created inside the project folder. Files attached to the project or tasks in Projects show up in this same project folder, side by side with files uploaded directly to this folder. All collaboration features of Documents (approvals, image markup, versioning, check-out) are available for files uploaded to project folders.

When a project is marked complete in Projects, the project will automatically be archived (hidden) in Documents (assuming that “Project State” is filtering for Active projects).