Dropbox for Zoho Projects | Online Help | Zoho Projects

Dropbox for Zoho Projects

The Dropbox extension for Zoho Projects helps you access files managed in your Dropbox account and associate them with the respective tasks of a project, all from within your Zoho Projects. You can also easily disassociate a file whenever it's no longer needed. The administrators can even manage the folders in Dropbox from within Zoho Projects.

Installing the extension

The administrator can login to Zoho Projects and follow the below steps to install the extension.
  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All.
  3. Search for and click on Dropbox for Zoho Projects.
  4. Click Install.
  5. Agree to the terms of service and click Install.
  6. Under the General section, select the profiles, projects, and users you want the extension to be shared with or given access to.

  7. Agree to the terms of use.
  8. Click Install Extension and proceed authorizing your Zoho and Dropbox account.
  9. Under the Connections section, click Authorize.
    Sign in with your Zoho credentials.
  10. Click Authorize.
    Sign in with your Dropbox credentials.

  11. Under the Permissions section, select a profile.
    The selected profile, along with the admin, can manage the folders.

Associating Dropbox files to tasks

One or more files from Dropbox can be associated with a particular task in a project. The members linked to that task can manage the files at ease. They can preview or download the files when needed. 
  1. Navigate to your project, then click Tasks from the left panel.
  2. Choose a task and go to the Task information page to associate files.
  3. Click Dropbox in the tasks tab.
  4. Click Associate Files.
    The list of files synced from Dropbox will be listed.

  5. Choose the required files and click Associate files.
    The files will be associated with the task.

  6. Tap on the file to preview it in Dropbox.
  7. Click to download a file.
  8. Click to disassociate a file.
You can associate files to a task also as attachments. To do so:
  1. Click Attachments in the tasks tab.
  2. Click Attach Files, and tap on Dropbox.

  3. Choose the required files and click Associate files.

  4. Tap on the file to preview it.
  5. Click  to download a file.
  6. Click  to disassociate a file. 

Associating folders from Dropbox

You can associate folders in your Dropbox account with projects in your Zoho Projects account. You can also create new folders in the Dropbox from within the Zoho Projects.
  1. Navigate to your project and click Dropbox from the left panel.
  2. Click Add/Associate Folder.

  3. Under Add folder, enter a folder name.
  4. Click Add.

  5. Under Associate folder, select the folders to be associated.
  6. Click Associate.
    The folder along with the files will be associated.

Only the admins and the permitted profiles can manage these associated folders.
        

Uninstalling the extension

Once you uninstall the extension, the associated files and folders will be deleted from the Zoho Projects. To uninstall the extension:
  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All.
  3. Click Installed.
  4. Click Dropbox for Zoho Projects.
  5. Click Uninstall.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG


                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • Zoho Projects: An Overview

                                                                                                                              Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. Here is a ...
                                                                                                                            • Zoho Vault for Zoho Projects

                                                                                                                              Zoho Vault is an online password manager for teams. If you are struggling with remembering numerous passwords, Zoho Vault can keep them safe for you. It helps to store, share, and manage your passwords from anywhere. Zoho Vault is the best way to ...
                                                                                                                            • Email Project Management in Zoho Projects

                                                                                                                              Email Project Management Zoho Projects supports email based project management. Users can easily manage their projects with emails. Using the email aliases supported in Zoho Projects, users can add status, tasks, issues, create a forum, upload ...
                                                                                                                            • WHMCS for Zoho Projects

                                                                                                                              Provisioning Modules in WHMCS, also referred to as Product or Server Modules, enable provisioning and management of services for WHMCS. As an authorized Zoho reseller, you can configure Zoho Projects module in WHMCS and make it available to your ...
                                                                                                                            • Documents

                                                                                                                              Access Documents Click the hamburger icon at the top-left corner. Select Projects. Choose a project and select Documents. Add New Documents Click at the bottom-right corner. In the Select file field, choose the required file source and then select a ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources