✔
Available
on Grow and Scale
subscriptions 1
SharePoint is a web-based document management
and storage system that enables you to share
files and resources.
Within Teamwork.com, you can enable the
SharePoint integration on individual projects
to interact with your SharePoint files.
Before connecting
at project level, an owner company site
administrator will need to enable
SharePoint at site
level.
You can choose a different
SharePoint group drive to connect to each
project.
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.

Project folder
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.com
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.
1. Also
available on legacy
subscriptions: Premium,
Enterprise.