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Project managers can adjust the Team Files project settings to the team’s needs. |
About the Team Files project settings
Project managers can find the Team Files project settings in the “Apps” section of the Project settings, accessible from the project sidebar or menu.
Team Files availability
By default, the Team Files app is available for every project. Project managers can deactivate the app in the project settings if the app isn’t required in that project.
To deactivate the Team Files app, click the toggle to turn it off. You can reactivate it anytime by clicking the toggle again to turn it on.
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Changing this setting saves automatically and applies immediately. |
Automation
In the automation panel, you’ll find options to have repetitive tasks done automatically.
Create and attach a folder to new issues automation
With this automation active, whenever a user creates an issue, Team Files creates a folder with the issue key and attaches it to the issue.
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With the automation active, the folders are created and attached to the issue, but you still need to add Team Files to the issue to view them. |
Activating the automation
Open the automation panel from the Team Files project settings.
Click the toggle to activate the automation “Create and attach a folder to new issues.”
Click the “Connect” button to select an automation folder. This folder will store the folders created automatically.
Connect the storage place you want to use for automation.
Select a folder from the connect folder modal.
[Optional] Open the permissions tab to set who can view and edit the folder's content. By default, all users can access the folder and edit the content.
Click connect
After a few seconds, the folder appears associated with the automation. A tag is added by default to let you and your team know the folder is associated with automation. You can edit the tag at any moment or even remove it.
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The automation is ready and starts working immediately. |
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Automation uses different connected folders to avoid breaking the configuration when multiple users connect and disconnect folders. Even if you have places connected in the File Manager, you’ll still need to connect them for automation. |
The automation requires a connected folder to work. If you only turn on the toggle, the automation won’t work.
Deactivating the automation
Open the automation panel from the Team Files project settings
Click the toggle to deactivate the automation “Create and attach a folder to new issues”
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The automation stops working immediately. |
You don’t need to disconnect the folder to deactivate the automation. The information is saved, so the automation is ready to go if you want to reactivate it.
Changing the automation folder
To connect a new automation folder, you must first disconnect the current one.
Open the automation panel from the Team Files project settings
Click the context menu button next to the automation folder
Click the “Disconnect folder” option
Confirm that you want to disconnect the folder
The automation turns off by default. Click the toggle to turn it on
You can now connect a new folder
Open in original storage
Open the automation panel from the Team Files project settings
Click the context menu button next to the automation folder
Click the “Open in [Storage]” option.
The folder opens in a few seconds on the original storage site.
Create and attach a folder for customers to new service management issues automation
This automation works mostly the same way as the Create and attach a folder to new issues automation, with some key differences:
It’s exclusive for service management projects, as its purpose is to create a folder that is shared with customers, where they can view files, edit documents and upload their content
The created folders have the “[issue key] - customer” for the name
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With the automation active, the folders are created and attached to the issue, but you still need to add Team Files to the issue to view them. Customers won’t see the automated folder until you add the app to the issue. |
Automation audit log
You can check the audit log at any moment to check if the automation is working as intended. You can use the information to understand the issue or even share it with the support team if you need further help.
Automation folders in the File Manager
The automation folders are shown in the file manager and work as normal folders. Users can browse the content, preview and edit files, create new documents, or upload content.
Disconnect automation folder
Automation folders can't be disconnected in the File Manager. The project manager needs to disconnect it from the Automation panel in the Project settings.
Wrap-up
On this page, you learned about all the Project settings available. If you still have questions or require other project settings, visit our support portal to send us your questions or feature requests. Our team is always happy to help.