SharePoint is a web-based document management and storage system that enables you to share files and resources.
Within Teamwork, you can enable the SharePoint integration on individual projects to interact with your SharePoint files.
You can choose a different SharePoint group drive to connect to each project.
Note: Before connecting at project level, you will need to enable SharePoint at site level.
Go to the Settings area of a project and select the Integrations subsection.
You will see an option for Microsoft SharePoint. Toggle on the switch to enable the integration.
Once you toggle SharePoint on, you will need to connect to your Microsoft account to complete the setup.
Office 365 Tenant
Click Connect to log in to your Microsoft account and choose the SharePoint site to use with the project.
The integration will not allow you to choose anything you do not have access to in your Microsoft Office site.
Note: Only one SharePoint site can be connected to a project at a time.
Select the relevant site from the list and click Next.
You can then choose a specific library within that site to associated with the project. Click Next to proceed.
Choose a SharePoint library within the selected site to be the top-level folder for the project.
Anything below the folder you select will be accessible to anyone with permission to use the integration.
Note: To change to a different folder, you will need to disconnect the integration and follow the setup again.
Who can browse
Set access permissions for the integration:
- All administrators
- All site admins & project admins
on the current project
- All administrators & the project
- All site admins, project admins, and
members of the owner company
- All people on this project
Once you have chosen the relevant permission level, click Save to complete the setup.
Once the setup is complete, any user with permission to use the integration will see a SharePoint option in the top right of the project's Files area.
You will also have the SharePoint option when attaching files to project items such as tasks, comments, and messages:.
Managing the integration
Setting up the SharePoint integration on an individual project can be done by any Teamwork site administrator or project administrator.
- The user will also need to be an
Azure/Office 365 user with an active
Office 365 license.
- They will also need permission to access
the SharePoint library they are looking to
connect to the project.
Switching to a different tenant (SharePoint site), or disconnecting the integration from the project level, will cause any existing files linked from SharePoint to become inaccessible. They will still be visible in the project, but you will not be able to open them.
If you disable the SharePoint integration at site settings level, the SharePoint button will no longer be visible, but any existing files linked from SharePoint will remain accessible, unless the administrator revokes access on the Microsoft side.
When you reconnect the integration to the same drive and folder, the existing files will work again without having to re-link them.
For more information, see: Enabling the SharePoint Integration for Your Site