SharePoint

The SharePoint integration lets you import and sync documents from SharePoint into projects. It uses Microsoft Graph with delegated access, which means actions run under the signed-in user’s identity and permissions.

In project work, SharePoint typically acts as the source of truth for approved documents: files are managed in SharePoint and imported or synced into a project so that everyone works from the same version.

Important:

SharePoint is only available if your organization has enabled it and it is correctly configured.
The UI typically uses three status flags: enabled, configured, connected.
Setup is handled by admins; see the SSO and SharePoint admin guide.

When does SharePoint work?

You can use SharePoint actions when:

SharePoint is enabled for your org, and
it is configured (server settings complete), and
it is connected (auth/connection OK), and
your project is linked to a SharePoint site (via import).

If any of these are missing, actions may be hidden or fail.

Create a project from SharePoint

In the projects list (if available) you can:

choose “Import from SharePoint”,
enter a project name,
select a SharePoint site (recent or search),
select top-level folders (or the entire site),
start the import.

Project linking and sync

In a linked project you may see:

linked site URL,
import job status,
“check changes” (detect deltas),
“sync” (apply deltas).

Tips:

use “check changes” before syncing if you want a quick estimate,
large sites take longer and may hit limits (file count, size, permissions).

Import additional folders

After the initial import you can often add more top-level folders:

open the folder selection modal,
select folders,
run “import folders”.

Open documents in SharePoint

If a document has a SharePoint web_url, the UI may show “Open in Word/SharePoint” instead of a preview (depending on file type).

Common issues

“Not connected”: admin/IT needs to fix the connection.
“Permission denied”: you lack rights to the site/folder.
“Max file count exceeded”: import in smaller chunks.

More troubleshooting: Troubleshooting & support.