ONLINE > Dashboard > Locked Files

Locked Files

All users (some functions not available to Connections)

Depending on your permissions for specific projects (e.g. Read Only, Create & Modify, etc.) some of the functions described in this topic may not be accessible to you. Refer to Manage Project, Folder, and File Shares for more information.

Workplace Online > Dashboard > Locked Files

Files can be locked within Workplace"Workplace" describes the Autotask Workplace service in its entirety. to prevent team members overwriting each others work. These locked files are displayed on the Locked Files view of your DashboardThe dashboard is an integrated, intelligent overview of all your recent project activities in Autotask Workplace.. The number of locked files in this list appears in parentheses next to the tab name.

Files can be manually locked on Mac, PC, mobile devices or via Workplace OnlineWorkplace Online is the web portal that users within a team can use to access their data and administer their team.. In Windows and Mac, files can be automatically locked when editing begins if the Microsoft Plugin is enabled. Refer to Lock Files

When you have locked a file, a icon appears next to the file. If the file has been locked by someone else, a icon appears.

If you attempt to edit a locked file, you'll be warned that the file is locked. In Windows, if you have the file open, but have not begun editing and someone else starts editing, an alert will tell them the file is now locked and the file will become read-only.

While your administrator can restrict file unlocking to the project owner, by default any user can unlock a file. This eliminates delays if a team member forgets to unlock a file; there is some reliance on collaboration within the workplace.

If the same file is edited and saved by multiple people simultaneously, a conflict is created. All versions created by these users will be saved and the filename will be appended with the user name, thus ensuring no information is lost.

For details about the information in the lower portion of this page, refer to the Dashboard topic.

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