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.
Feature Availability: Latest user based Enterprise plan.

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.
  1. The existing users should migrate from Zoho Docs to Zoho WorkDrive manually.
  2. For new users, Zoho WorkDrive will be integrated automatically. 

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.
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.

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.


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