Creating projects for your users is the first step to securely self managing their review and approval process. Within SHIFT, Projects are folder trees where your assets will live.

If a user is not assigned to a project, it will appear invisible to them. Only users who are assigned to a project can access it.

To Create a Project

1. On the main Projects menu, there is an "Add Project" button on the top right of the page.

2. A new project will then be created with the option for the user to click on the project and name it.

Project Thumbnail and Home Page

Users are able to set custom Thumbnails and Home Page images for all their SHIFT Projects. To do this, please select the three dots on a Project Tile > Edit Settings > Click "Upload New" on either "Set Project Thumbnail" or "Set Project Home Page".

You will then be able to choose an image from your machine to upload to your SHIFT Project. Once you upload an image, please click "Save" to save the changes made to your Project.

Add Information about the Project

Click the 'Settings' button tab when you wish to enter more information about your project. You can insert the project's name, description, project owner(s) and artwork.

Organize your project with subfolders

Create subfolders by dragging-and-dropping folders from your desktop the app, which will replicate their folder tree and upload the assets inside SHIFT.

You can also manually create subfolders by selecting the down arrow button attached to the 'Upload Files' button. Select 'New Folder' from the drop down menu.

Cloning projects

You can clone a project by hovering your cursor over the three horizontal lines in the top right corner of your project. A drop down menu will have the option to 'clone' the project.

Upon clicking the 'clone' option, you will be taken to another menu where you have the options to create a title and description for the project you are cloning, as well as individual options such as cloning the project structure which includes subfolders, cloning the users assigned to the project, and/or cloning the watermark settings of the project.

Delete projects

You can delete a project by hovering your cursor over the three horizontal lines in the top right corner of your project. Then, after selecting the DELETE option, you will be prompted to type in 'DELETE' to delete the project. Once a project is deleted, it cannot be undone.

Lifecycle Policies

SHIFT allows Administrators and Project Owners to set up policies that will permanently delete all the assets in their project once they reach a specified age.

For example, if a user enforces a Lifecycle Policy for a Project for 2 months, all the assets in that Project will be deleted once they reach an age of 2 months old.

Please keep in mind, the Lifecycle Policy will be enforced on assets depending on the time the files were uploaded, not from the time the policy was turned on. This means, with a Lifecycle Policy of 2 months, any files created/uploaded more than 2 months prior will be immediately deleted.

To set up a Lifecycle Policy for a Project in your SHIFT account, please navigate to a Project Thumbnail > Click on the Actions Items (Ellipsis) > Edit > Policies

Project Paginator

While switching between the "Team" and "Settings" Tab in a Project, SHIFT will return you to your exact page and scroll position once you return to the "Files" tab you were previously viewing.

Project Tree Search & Sort

By selecting the left-side tray in your Projects, user will now be able to search and sort through an entire list of their Projects in their current workspace.

To Sort your Projects, select the "Sort" icon next to the Search Field. Here you will able to sort all your Projects by the Date Created, Uploaded and Title.

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