Synchronize Files using Planio Storage » History » Sprint/Milestone 32
Jan Schulz-Hofen, 04/14/2019 02:30 PM
1 | 1 | Jan Schulz-Hofen | # Synchronize Files using Planio Storage |
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3 | 2 | Jan Schulz-Hofen | [Planio Storage](https://plan.io/file-management/) lets you set up a dedicated folder within any Planio project that will be synchronized scross your team. All team members can access files using the web or directly in their devices using a Planio Storage Sync Client. |
4 | 1 | Jan Schulz-Hofen | |
5 | {{>toc}} |
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7 | ## Install Planio Storage |
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9 | Within any project, install Planio Storage by navigating to the **Apps** tab. Depending on your current Planio plan, you might have to add Planio Storage for a small monthly fee. Of course, you'll be able to try Planio Storage for free until your next plan renewal. |
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11 | {{figure(Install Planio Storage) |
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12 | 4 | Jan Schulz-Hofen | !planio-storage-app@2x.png! |
13 | 1 | Jan Schulz-Hofen | }} |
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15 | 5 | Jan Schulz-Hofen | ## Install the Sync Client |
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17 | 10 | Jan Schulz-Hofen | To sync your project's files and folders with your computer, download the appropriate client app first. |
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19 | 19 | Jan Schulz-Hofen | <table> |
20 | 20 | Jan Schulz-Hofen | <tbody> |
21 | <tr class="odd"> |
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22 | 22 | Jan Schulz-Hofen | <td><img src="macos-logo@2x.png" alt="" />:https://support.plan.io/attachments/download/679089/Planio%20Storage-2.3.1.5.pkg</td> |
23 | <td><img src="windows-logo@2x.png" alt="" />:https://support.plan.io/attachments/download/679090/Planio%20Storage-2.3.1.3-setup.exe</td> |
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24 | <td><img src="linux-logo@2x.png" alt="" />:https://support.plan.io/attachments/download/679091/PlanioStorage-2.3.4-x86_64.AppImage</td> |
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25 | </tr> |
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26 | <tr class="even"> |
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27 | 19 | Jan Schulz-Hofen | <td><a href="https://support.plan.io/attachments/download/679089/Planio%20Storage-2.3.1.5.pkg"><strong>macOS Download</strong></a><br /> |
28 | (Version 2.3.1.5)</td> |
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29 | <td><a href="https://support.plan.io/attachments/download/679090/Planio%20Storage-2.3.1.3-setup.exe"><strong>Windows Download</strong></a><br /> |
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30 | (Version 2.3.1.3)</td> |
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31 | <td><a href="https://support.plan.io/attachments/download/679091/PlanioStorage-2.3.4-x86_64.AppImage"><strong>Linux Download</strong></a><br /> |
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32 | (Version 2.3.4)</td> |
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33 | 1 | Jan Schulz-Hofen | </tr> |
34 | </tbody> |
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35 | </table> |
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37 | 31 | Jan Schulz-Hofen | Next, run the installer and enter your **Planio domain**, **login** and **password**. Planio Storage will allow you to sync everything from your Planio account or just the projects you select. You can also specify the local folder where Planio Storage files should be placed. |
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39 | 28 | Jan Schulz-Hofen | {{figure(Setting up the Planio Storage client app) |
40 | !planio-storage-client-app@2x.png! |
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41 | 1 | Jan Schulz-Hofen | }} |
42 | 28 | Jan Schulz-Hofen | |
43 | 31 | Jan Schulz-Hofen | Handling files and folders inside the synced folders works like you're used to and every change will be synced with Planio. Should you be offline during a change, the sync will happen the next time your device is connected to the Internet. |
44 | 1 | Jan Schulz-Hofen | |
45 | In case you and a colleague edit the same file while offline or during syncs, Planio Storage will create a copy of the file and you'll be able to merge your changes. |
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47 | 27 | Jan Schulz-Hofen | ## Browser access |
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49 | 32 | Jan Schulz-Hofen | You can manage files and folders right in Planio as well. Within your project, navigate to the **Storage** tab. Inside, you'll be able to upload any number of files from your computer by clicking on the **Upload files** button or simply by dragging them from your desktop into the browser window. |
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51 | You can also create folders as you would on your computer by clicking **New folder**. |
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53 | To visualize the files and folders in Planio Storage, you can either select **Tree** or **Grid** from the options menu at the top right. |
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55 | {{figure(Planio Storage tree view) |
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56 | !planio-storage-file-listing@2x.png! |
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57 | }} |
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59 | ## WebDAV access |
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60 | 6 | Jan Schulz-Hofen | |
61 | ## Configure roles and permissions |
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63 | ## Protecting files |
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65 | ## Sharing files |
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66 | 8 | Jan Schulz-Hofen | |
67 | ## Linking files |