All Workplace Desktop users
Windows taskbar > > Preferences... > Preferences button > Workplace Sync tab
This tab allows you to set your preferences for syncing, and to access a variety of other sync-related functions.
This topic describes how to set your Workplace"Workplace" describes the Autotask Workplace service in its entirety. sync preferences on this tab. For more information concerning other functions accessed here, refer to:
If the Projects to Sync policy is enabled for you, the Project list controlled by administrator check box on this tab will be selected by default, but you may clear the check box to customize the projects you wish to sync. If you select the check box again, only projects designated in this policy will be synced.
- Go to Preferences... > Preferences button > Workplace Sync tab (see paths, above)
- Set your preferences as described in the following table:
|When new Projects are created||Select a radio button to specify how you would like Workplace to handle syncing for new projects. The options are:
Automatically sync: Select this options if you would like Workplace to sync all new projects without your interaction..
Ask me before syncing: Select this option if you would like Workplace to prompt you before syncing new projects.
Don't ask me, I will manually add projects to the list below: Select this option if you only want to manually control which new projects are synced.
|Hide green check marks for in-sync files||Select this option to hide check marks on folder and file within the Workplace folder that are fully synced.|
|Enable Microsoft Office Locking Support
|Refer to Enabling or Disabling the Microsoft File Locking Plugin (Windows Only)
or Use Smart Badge for Mac.
- Click OK.
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