RESOURCES > Before You Begin > Project Loader

Project Loader

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Windows taskbar > > Preferences... > Preferences button > Workplace Sync tab > Sync Project button

Windows taskbar > > Preferences > Folder Sync tab... > Sync Project...> Sync Project to Local Folder > Select Project...

Mac menu bar > > Preferences... > Folder Sync... > Sync Project...> Sync Project to Local Folder > Select Project...

The ProjectA project is a top-level folder within Autotask Workplace. A project is the primary container for all the folders and files that are synchronized by the Workplace service. Projects create the basic organizational structure to store data and control user access. Loader allows you to pre-populate projects with local data instead of syncing a project from the cloud. By copying the files from a local source, considerable time and bandwidth can be saved.

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