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.

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Box for Zoho Projects

                                                                                                                Box is content management software you can use to manage all kinds of files securely. Files related to planning, analysis, design, and more will be required to be used among your team members at various stages of project development. The Box ...
                                                                                                              • Zendesk Sell for Zoho Projects

                                                                                                                The Zendesk Sell for Zoho Projects extension makes it easy to keep track of your customers' details, so that you can better prioritize and manage tasks in Zoho Projects. It lets you manage contacts, deals, and tasks between these applications. You ...
                                                                                                              • 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 ...
                                                                                                              • DocuSign for Zoho Projects

                                                                                                                The DocuSign extension for Zoho Projects provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                                                              • 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 ...
                                                                                                                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