About the Team Files project settings
Project managers can find the Team Files project settings in the “Apps” section of the Project settings, accessible from the project sidebar or menu.
Team Files availability
By default, the Team Files app is available for every project. Project managers can deactivate the app in the project settings if the app isn’t required in that project.
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To deactivate the Team Files app, click the toggle to turn it off. You can reactivate it at any time by clicking the toggle again to turn it on.
Changing this setting saves automatically and applies immediately.
Automation
In the automation panel you’ll find options to have repetitive tasks done automatically.
Create and attach a folder to new issues automation
With this automation active, whenever a user creates an issue, Team Files creates a folder with the issue key and attaches it to the issue.
Activating the automation
Open the automation panel from the Team Files project settings
Click the toggle to activate the automation “Create and attach a folder to new issues”
Click the “Connect” button to select an automation folder. This folder will store the folders created automatically
Select a folder from the connect folder modal. If you don’t have any folders connected, you’ll need to connect one first
[Optional] Open the permissions tab to set who can view and edit the content of the folder. By default all users have access to the folder and can edit the content
Click connect
After a few seconds the folder appears associated with the automation. A tag is added by default, to let you and your team know the folder is associated with an automation. You can edit the tag at any moment, or even remove it.
The automation is ready and starts working immediately.
The automation requires a connected folder to work. If you only turn on the toggle, the automation won’t work.
Deactivating the automation
Open the automation panel from the Team Files project settings
Click the toggle to deactivate the automation “Create and attach a folder to new issues”
The automation stops working immediately.
You don’t need to disconnect the folder to deactivate the automation. The information is saved so the automation is ready to go if you want to reactivate it.
Changing the automation folder
To connect a new automation folder, you need to disconnect the current one first.
Open the automation panel from the Team Files project settings
Click the context menu button next to the automation folder
Click the “Disconnect folder” option
The automation turn off by default. Click the toggle to turn it on
You can now connect a new folder
Open in original storage
Open the automation panel from the Team Files project settings
Click the context menu button next to the automation folder
Click the “Open in [Storage]” option.
The folder opens in a few seconds on the original storage site.
Create and attach a folder for customers to new service management issues automation
This automation works mostly the same way as the Create and attach a folder to new issues automation, with some key differences:
It’s exclusive for service management projects, as it’s purpose is to create a folder that is shared with costumers, where they can view files, edit documents and upload their own content
The created folders have the “[issue key] - customer” for the name
Automation audit log
Automation folders in the File Manager
The automation folders are shown in the file manager and work as normal folders. Users can browse the content, preview and edit files, create new documents or upload content.
Disconnect automation folder
Automation folders can't be disconnected in the File Manager. The project manager needs to disconnect it from the Automation panel in the Project settings.
Automation folders in the Issue
The folder created by the automation is added to the issue, and the app panel is shown directly (is it possible?)