Zoho WorkDrive Integration | Online Help | Zoho Projects

Zoho WorkDrive Integration

Integrate Zoho WorkDrive with Zoho Projects to collaborate with your co-workers and manage files together in a secure space.
Info
Feature Availability: Latest user based Enterprise plan.
Idea

Use case​​​​​

 Zylker constructions has to maintain numerous papers related to their construction site, including contracts, architectural designs, structural designs, floor plans, site plans, and much more. These documents are highly private, and should only be accessed by authorized individuals. Although Zoho Projects allows you to store documents within each project, project administrators must restrict users' access to all documents of the project. This can be overcome by integrating Zoho WorkDrive and Zoho Projects.

Let's say there is a task called "Electrical wiring" to complete the electrical activities in the building. You attach the electrical wiring plan to the task for reference to the task owner. You would like to restrict the access of this document to the users who can access this task. If Zoho WorkDrive integration is enabled, you'll be prompted with "Who can access?" setting while you add the wiring document to the task. Enable the toggle button of "Provide the permission to members who have access to the task".  



Once done, only users who have permission to access the respective task will be able to access this document as well. Users who can access the task can go to the respective task, switch to the Documents tab to view the Electrical wiring document.



Benefits

  1. Create files and team folders using Zoho WorkDrive
  2. Invite co-workers and work collaboratively.
  3. Assign different roles to members of the team folder with specific access permissions.
  4. Restore deleted files or folders whenever you want to.
Notes
  1. The existing users should migrate from Zoho Docs to Zoho WorkDrive manually.
  2. For new users, Zoho WorkDrive will be integrated automatically. 
  3. The Portal Owner can setup this integration for an already existing WorkDrive account.
  4. WorkDrive account settings can only be updated by the Portal Owner.

Configure Zoho WorkDrive Integration

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > Zoho apps and select Update in Zoho WorkDrive.
  3. Toggle the Create a Team Folder for all new projects automatically option.
    This will automatically create a new Team Folder whenever a project is created.
  4. Sync Users to Zoho WorkDrive.
  5. Select the default WorkDrive roles to be mapped with the profiles in Zoho Projects.
  6. Click Update.

Create a Team folder

  1. Click Projects in the left navigation panel and navigate to your project.
  2. Select the Documents tab in the top navigation panel.
  3. Click Create or Associate Team Folder or + icon to create a new team folder.
  4. Enter Team Folder Name, Description and map user roles.
  5. Click Create.

Manage Users

Users can be granted completed access or restricted with certain privileges from this section. Selecting the Zoho Projects Profile against the WorkDrive Role will grant the users of the said profile with the relevant permissions in the team folder.
Notes
If a profile is not selected here,  all users having that profile will not have access to the team folder.
  1. Click Projects in the left navigation panel and navigate to your project.
  2. Select the Documents tab in the top navigation panel.
  3. Click  next to the team folder.
  4. Select Manage Users from the drop-down.
  5. Map the users to specific roles and click Update.

Associate a Team Folder

  1. Click Projects in the left navigation panel and navigate to your project.
  2. Select the Documents tab in the top navigation panel. 
  3. Click + icon on the left navigation panel.
  4. Click Associate Existing beside the Team Folder Name field.
  5. Select the team folders which you would like to associate.
  6. Enter Description and map User Roles.
  7. Click Associate.
NotesOnly Private Team Folders can be associated.

Dissociate a Team folder

  1. Click Projects in the left navigation panel and navigate to your project.
  2. Select the Documents tab in the top navigation panel.
  3. Click  next to the team folder.
  4. Select Disassociate Team Folder.
  5. Confirm your action.

Delete a Team Folder

  1. Click Projects in the left navigation panel and navigate to your project.
  2. Select the Documents tab in the top navigation panel.
  3. Click  next to the team folder.
  4. Select Delete Team Folder.
  5. Confirm your action.

Manage WorkDrive

A team needs a communal space where its individual members can create, upload, edit, and share files and folders to collaborate effectively on complex projects. Team Folders fill this need by helping you add specific people from your team and assign correct access levels (Admin/Organizer/Editor/Viewer). Learn more

Files in Zoho WorkDrive

You can create, upload, share, and edit your Zoho WorkDrive Files and Folders. Files and Team Folders help you keep your files organized and collaborate with your team members. Drag and Drop the files to upload them in the desired folder. New Documents, Spreadsheets and Presentations can be created and managed.
  1. Select Project from the left navigation panel.
  2. Navigate to your project and select Documents from the top band.
  3. Click New in the upper-right corner.

  4. Select the file type needed.
    Zoho Writer: Create a document
    Zoho Sheet: Create a spreadsheet
    Zoho Show: Create a presentation
    Upload files: Upload files from your desktop or laptop
    Upload folder: Upload folder from your desktop or laptop
    Code snippet: Type or paste and store codes
    Import from Cloud: Import files from other cloud applications such as Google Drive, Box, Dropbox, OneDrive, and Evernote
    Recording: Capture a Screen, Video or Audio recording
    Zia AI: Use Zia to generate content or images and store them on WorkDrive. This requires users to integrate their OpenAI with Zia.


More Reads

      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 FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              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
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          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

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

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

                                                                   
                                                                    

                                                                  Videos

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

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 Writer Integration

                                                                                                                              Collaborate with your co-workers and manage documents together by integrating Zoho Writer with Zoho Projects. Feature Availability: Latest user-based Enterprise plan. Document Automation requires Zoho Writer credits. Click here for more details and ...
                                                                                                                            • 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 ...
                                                                                                                            • 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 Desk Integration

                                                                                                                              Zoho Desk integration with Zoho Projects allows you to submit tickets as tasks and issues from within Zoho Desk. Before you begin: This integration requires users to purchase Standard or above plans of Zoho Desk and the Enterprise plan of Zoho ...
                                                                                                                            • Zoho Sprints Integration

                                                                                                                              Teams working on a project either follow the waterfall or the agile model to manage their work. Some teams may require the traditional and other teams require an iterative model to deliver the tasks. Teams can better manage their project by ...
                                                                                                                              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