Before You Begin
In order to help you get the most out of the Workplace"Workplace" describes the Autotask Workplace service in its entirety. product suite, we've developed a series of guides and best practices to walk you through the process of preparing for, implementing, and using Workplace.
Click a linked heading below to get started:
All users that create projects should be aware of a few fundamental properties of projects to ensure that your data is secure and accessible only to the users on your team that should have access. We also recommend that you familiarize yourself with a few other fundamental aspects of syncing with cloud services to optimize performance and usability.
Workplace is easy to install and use, but to get the most out of the service, we recommend that you spend some time planning before you implement Workplace. This is the perfect opportunity to review your current folder structure to make sure it supports efficient workflows.
The Workplace Hybrid model allows you make all your files accessible via Workplace and also retain a local, centralized data storage to make the data set available via the local network. The Workplace service keeps all the data on the local storage both accessible internally and in sync with Workplace.
A full migration to Workplace means that the current data set will be synced to the Workplace service and thereafter decommissioned, leaving Workplace as the sole data storage location.
This guide should be followed if the current data set is scattered across multiple users’ local storage devices and all this data is to be moved to the Workplace service.
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