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).

Availability: Latest user based Enterprise plan
This is not supported for personal MS Teams account.

Installing the Extension

  1. Navigate to > Marketplace > All Apps.
  2. Search for and click on SharePoint for Zoho Projects.
  3. Click Install.
  4. Agree to the terms of service and click Install.
  5. Check your portal and click Continue.
  6. 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.
  7. Under the Connections tab, hover over the extension and click Connect.

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

  11. 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. Navigate to  > Marketplace > Installed Apps.
  2. Click on SharePoint for Zoho Projects extension.
  3. Click Uninstall.

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