This guide outlines the one-time setup process for integrating your Microsoft 365 account with Taskworld, enabling you to upload files from OneDrive or SharePoint directly to the platform, without the need to download or re-upload files manually.
**This is only available for Enterprise users**
Before You Begin
Admin Role Required: This setup must be performed by a Microsoft 365 Administrator in your organization.
What You’re Doing: You’ll register a new App in your company’s Azure Active Directory (Azure AD). This app securely grants Taskworld access to SharePoint and OneDrive files for attachment purposes.
Step 1: Register a New Application in Azure
Go to the Azure Portal and sign in with your admin account.
Navigate to Azure Active Directory > App registrations > + New registration.
Fill in the application details:
Name: Taskworld-SharePoint-Integration
Supported account types: Accounts in this organizational directory only
Click Register.
Step 2: Configure Authentication
In your newly registered app, go to the Authentication tab.
Click + Add a platform, then choose Single-page application (SPA).
In the Redirect URIs field, enter the following:
https://{your-workspace-url}/msal-redirect
Example: If your Taskworld URL is acmecorp.taskworld.com, enter https://acmecorp.taskworld.com/msal-redirect.
Scroll to the Implicit grant and hybrid flows section and check:
☑️ Access tokens (used for implicit flows)
☑️ ID tokens (used for implicit and hybrid flows)
Click Configure to save.
Step 3: Set API Permissions
Go to the API permissions tab.
Click + Add a permission, then choose Microsoft Graph.
Select Delegated permissions.
Add the following permissions:
Files.Read.All – Allows Taskworld to read files for integration features.
Sites.Read.All – Allows Taskworld to read SharePoint sites for integration features.
Click Add permissions.
Click Grant admin consent for [Your Organization Name] and confirm with Yes.
You’ll see green checkmarks indicating successful approval.
Step 4: Collect Your Application Credentials
Go back to the Overview tab of your app.
Copy and save the following values:
Application (client) ID
Directory (tenant) ID
Step 5: Retrieve the SharePoint Site URL
Go to the Microsoft 365 Portal.
Sign in using your Microsoft 365 credentials.
Launch SharePoint from the Apps section.
Once SharePoint opens, copy the site URL from your browser.
The URL typically looks like:https://[your-tenant-name].sharepoint.com/sites/[site-name]
OR https://[your-tenant-name].sharepoint.com (for the root site).
Step 6: Send Credentials to Taskworld
Once all steps are complete, please send the following information to your Taskworld Customer Success Manager (CSM) or email support@taskworld.com:
Application (client) ID
Directory (tenant) ID
SharePoint Site URL
Our team will enable the integration for your workspace and notify you once it’s live.
Notes:
This is a one-time setup process per workspace.
It requires your internal IT team’s involvement and must be performed by a Microsoft Admin.