Screencasts: ProjectFolder in action
ProjectFolder is simple and makes life & work easier in the long run. Here are a few screencasts of ProjectFolder in use.
Many usage scenarios are shown here; some processes may be repeated because the STD and PRO versions are practically identical in terms of basic functions.
It was recorded in an English environment, but ProjectFolder is available in four language versions (DE, EN, FR and ES). All videos are therefore silent and self-explanatory, and without any annoying background music. Öffne a topic to watch, feel free to use full-screen mode.
First time using ProjectFolder. It is important to enable the Finder Extension so that the context menu is available in Finder. This must be done manually in the System Preferences.
ProjectFolder presets can be created manually, but can also be imported. Invalid presets or those originating from other file systems that contain path definitions are highlighted in orange and cannot yet be executed. They must first be corrected. The sorting in the editor generates the desired menu structures.
During the 14-day trial period, all PRO features are unlocked and can be tested to your heart’s content. This video demonstrates the use of a preset for complex client folders with a consistent structure, which can be effortlessly created with a single click.
Creating a project folder is just as quick as creating a new client. Easily create consistent folder structures that are specifically tailored to each project, featuring a self-updating project number, simultaneous sequential numbering and a unique date stamp.
Frequently recurring tasks arising from maintenance contracts or similar can be quickly recorded and created, with the unique project number and the sequential counter for the processing steps being set reliably and precisely.
In the Pro version of ProjectFolder, small file attachments of specific types can also be added to the folder structure, such as ReadMe files or spreadsheet templates. Using the context menu or via drag-and-drop, an existing folder structure can be imported directly from the Finder into ProjectFolder and saved as a preset. This is very useful for complex folder structures that you might wish to edit and make available to colleagues as a template.
The PRO version of ProjectFolder includes date functions that allow you to calculate future dates based on the current date (such as payment deadlines, deadlines, etc.). The information icons in the settings window display all functions, maximum values, display of day or month names, as well as calendar weeks. This allows you to display schedules as well as treatment plans; the possibilities are endless.
In the PRO version, ProjectFolder offers three options for numbering:
- a continuous global numbering system (set up in Settings)
- an automatically updating, sequential numbering for presets (set up in Preset)
- a simple fixed numbering system, which can be sequentially adjusted via additions (set up in Preset)
These can be used in combination and allow for extensive customisation to suit different scenarios.
ProjectFolder has an automatic backup function. A backup is created daily, and a certain number of backups are automatically retained – five in the STD version, and twenty in the PRO version. The backup folder can be accessed via the menu to copy backups from there and process them further. A restore can be performed from a backup at any time (whereby ProjectFolder is completely reset to the state of the backup).
Once the trial period (with PRO features) has expired, you have purchased the STD version. It is possible that there are still numerous presets containing variables for PRO features from your trial period remaining. When you first launch ProjectFolder STD, the app detects whether you have more than the ten permitted presets, and whether the folder depth in your presets exceeds the maximum number of 10 folders. The app first creates a backup of your existing presets, and then deletes all excess elements. You won’t lose anything; you’re simply making the most of the available space.
If work on STD is to continue, the remaining presets must be checked to see whether PRO variables are being used. These may remain in the presets, but will have no effect when the output is generated.
In such cases, it is better to replace the values that operate automatically under PRO, such as dates or sequential numbers , with variables that you can enter yourself. It works just as well as the automatic functions, with just a little less convenience :)
Note:
ProjectFolder cannot map every type of folder structure, but only those found on macOS and iOS.
