SharePoint Extension for Zoho Projects | Online Help | Zoho Projects

SharePoint Extension for Zoho Projects

SharePoint is a web based document management and storage platform that allows users to collaborate and work on documents with ease. The SharePoint extension for Zoho Projects allows users to associate SharePoint drives and folders with their projects (5 folders and 5 drives per project). New folders can be created from Zoho Projects and synced with SharePoint. Users can also associate files with tasks and issues (25 files per task or issue).
This is not supported for personal MS Teams account.

Installing the Extension

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All Apps.
  3. Search for and click on SharePoint for Zoho Projects.
  4. Click Install.
  5. Agree to the terms of service and click Install.
  6. Check your portal and click Continue.
  7. Under the General section, select the profiles, projects, and users you want the extension to be shared with or given access to. Click Save & Proceed.
  8. Under the Connections tab, hover over the extension and click Connect.

  9. Click Connect on the next screen and then click Proceed to allow Zoho Flow to access the SharePoint application.
  10. Sign in to your Microsoft Office account to authorize the connection.
  11. Click on the Permissions tab. Select the profiles that will be allowed to associate and disassociate SharePoint folders and drives from a project.

  12. Click Submit to update permissions.

Available Locations

The SharePoint extension can be accessed from multiple places.

Projects

SharePoint docs can be accessed from any project.

Task Details

  1. Click on a task to open its details page. Scroll below the details access the SharePoint extension.
  2. Click Associate Files.

  3. Select a file and then click Associate Files.
  4. Download a file by hovering over it and clicking the icon.
  5. Disassociate a file by hovering over it and clicking the icon.

Issue Details

  1. Click on an issue to open its details page. Scroll below the details access the SharePoint extension.
  2. Click Associate Files.
  3. Select a file and then click Associate Files.
  4. Download a file by hovering over it and clicking the icon.
  5. Disassociate a file by hovering over it and clicking the icon.
  1. Associating and disassociating files to tasks and issues requires edit permission for both modules.
  2. Files associated from a task or an issue can be accessed via the Documents tab in the details page.

Attachment Picker

Users can also associate files from SharePoint through the attachment picker.

Associate a Folder to a Project

  1. Navigate to a project.
  2. Click on  in the top navigation band.
  3. Select SharePoint.
  4. Click Associate Folder.
  5. Select a folder and click Associate.

Associate a Drive to a Project

  1. Navigate to a project.
  2. Click on  in the top navigation band.
  3. Select SharePoint.
  4. Click Associate Drive.
  5. Select a drive and click Associate.

Create a Folder

  1. Navigate to a project.
  2. Click on  in the top navigation band.
  3. Select SharePoint.
  4. Click on a folder.
  5. Click Create Folder in the upper-right corner.
  6. Enter a folder name and click Create.
Create Folder option is only available within a folder.

Upload a File

  1. Navigate to a project.
  2. Click on  in the top navigation band.
  3. Select SharePoint.
  4. Click on a folder.
  5. Click Upload File.
  6. Select a file to upload.
  7. Click Open to upload the file.
Upload File option is only available within a folder.

Uninstall the Extension

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > Installed Apps.
  3. Click on SharePoint for Zoho Projects extension.
  4. Click Uninstall.

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            






                              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

                                                                                                • 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 ...
                                                                                                • Checklist for Zoho Projects

                                                                                                  The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create both checklists and templates that can be used for any of your tasks and ...
                                                                                                • 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 ...
                                                                                                • Zoho Notebook extension for Zoho Project

                                                                                                  Create notes, checklists, and file cards with the Zoho Notebook extension from within Zoho Projects. Install Zoho Notebook extension Navigate to   > Marketplace > All.  Search for Zoho Notebook for Zoho Projects and click on it. Click Install. Verify ...
                                                                                                • 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 ...
                                                                                                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