Sync and Unsync Projects to Your Computer

All Workplace Desktop users

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

Mac menu bar > > Preferences... > Workplace Sync tab

Workplace"Workplace" describes the Autotask Workplace service in its entirety. allows you to specify which projects are synced to your device(s). Syncing and unsyncing can be performed through either Workplace OnlineWorkplace Online is the web portal that users within a team can use to access their data and administer their team. or Workplace DesktopAlso known as the Workplace Desktop app, and in the context of this documentation, simply "the app," Workplace Desktop is the software installed on a computer that is responsible for synchronizing data between the local drive and the cloud..

If you wish to sync only certain folder within a project in order to save local storage space, refer to Selective Sync.

If you wish to sync or unsync from your Workplace Online, refer to Sync and Unsync Projects.

If you're an administrator, you can also sync project located elsewhere on your machine. Refer to Folder Sync Tab

You will not be able to customize projects to sync if the Project list controlled by administrator check box on this page is selected. This means that your administrator has enabled the Projects to Sync security policy for you. If this policy is enabled and you wish to customize your projects to sync, simply clear this option. For more information, refer to Select Policies.

How to...

ClosedSync projects via Workplace Desktop for Windows

  1. Click the icon in the taskbar.

  2. Select Preferences..., click the Preferences button, then select Workplace Sync...

  3. The Synced Projects area displays all the projects currently syncing:

  4. Click Sync 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.… to view the projects which are not currently synced.

  5. To add an unsynced project, select the project(s) that you want to add and click Full Sync (always available) or Selective Sync (available when only one project is selected:

If you have chosen Selective Sync, you will have the opportunity to choose which folders in the project you wish to sync. For more information, please refer to Selective Sync.

  1. Click OK.
ClosedSync projects via Workplace Desktop for Mac
  1. Click the icon in the menu bar.
  2. Select Preferences....

  3. Select the Workplace Sync tab. The Synced Projects area displays all the projects currently syncing:


  4. To add an unsynced project, select the project(s) that you want to add and click Full Sync (always available) or Selective Sync (available when only one project is selected:

If you have chosen Selective Sync, you will have the opportunity to choose which folders in the project you wish to sync. Click OK after you have selected the folders you wish to sync. For more information, please refer to Selective Sync.

ClosedUnsync projects via Workplace Desktop for PC

  1. Click the icon in the taskbar.

  2. Go to Preferences... > Preferences button > Workplace Sync tab.

  3. The Synced Projects area displays all the projects currently syncing:

  4. To unsubscribe from a project, select the project and click Unsync Projects.

  5. Click OK.
ClosedUnsync projects via Workplace Desktop for Mac
  1. Click the icon in the menu bar.
  2. Select Preferences....

  1. Select the Workplace Sync tab. The Synced Projects area displays all the projects currently syncing:


  2. Select the project to be unsynced.

  3. Click Unsync Project.

 

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