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Uploading Files from Microsoft (OneDrive/Sharepoint)

You can now attach files directly from your OneDrive to Taskworld.

Se Hee avatar
Written by Se Hee
Updated this week

Simply choose OneDrive from the file attachment options in Chat and Comment section to access your files stored in SharePoint, no need to download and re-upload files manually. Also, this setup is a one-time process per workspace. It requires the involvement of your internal IT team and can only be performed by a Microsoft admin.

Attach your files from Microsoft Office 365 environment directly to tasks within Taskworld and save the time for downloading and re-uploading files.

To set up the SharePoint Integration, Taskworld needs the following information from the customer.

  1. Application (client) ID and Directory (tenant) ID

  2. SharePoint URL

To enable the integration with SharePoint, please follow the steps below to retrieve the required setup information.

1. To retrieve the Client ID and Tenant ID:

1.) Register an Application in Azure Portal

  1. Go to Azure Portal (https://portal.azure.com/)

  2. Navigate to App registrations > New registration

  3. Fill in the application details:

  • Name: Choose a clear name (e.g., YourCompany-Office365)

  • Supported account types: Select Accounts in this organizational directory only

4. Click Register

2.) Configure Authentication

  1. In your registered app, go to the Authentication tab

  2. Click Add a platform > choose Single-page application

  3. Add the Redirect URI: {your-web-address}/msal-redirect
    Example:https://yourcompany.com/msal-redirect ** (Optional) Click Add URI to include more redirect URIs

  4. Scroll to the bottom and check:

    -Access tokens (used for implicit flows)

    -ID tokens (used for implicit and hybrid flows)

  5. Click Configure

3.) Set API Permissions

  1. Navigate to the API permissions tab

  2. Click Add a permission > choose Microsoft Graph

  3. Select Delegated permissions

  4. Add the following permissions:

    - Files.Read.All

    - Sites.Read.All

  5. Click Add permissions

  6. Click Grant admin consent for [your-tenant-name] and confirm with Yes

4.) Collect Required Information

  1. Go to the Overview tab of your app

  2. Copy and save the following:

    - Application (client) ID

    - Directory (tenant) ID

2. To retrieve SharePoint URL

1.) Open Microsoft 365 Portal

2.) Launch SharePoint

  • From the sidebar, go to Apps

  • Click on SharePoint
    ​

3.) Copy the SharePoint Site URL

  • Once SharePoint opens, copy the URL from your browser

  • The URL typically looks like:

    • https://[your-tenant-name].sharepoint.com/sites/[site-name]

    • https://[your-tenant-name].sharepoint.com (for root site)

Once you've completed all steps, please send the following to your CSM or email support@taskworld.com Application (client) ID, Directory (tenant) ID and SharePoint URL.

Our team will proceed with enabling the integration for your workspace.

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