Integrating Your Cloud Storage Services with Anywhere
In the modern workspace, the ability to seamlessly integrate with various cloud storage services is a necessity. Anywhere now facilitates this by allowing you to upload files directly from Google Drive, Dropbox, and OneDrive to your tasks. Here’s a step-by-step guide on how to do this:
Step 1: Accessing the Comments Flyout
Navigate to the table view and click on the chat icon to open the comments flyout.
Click on the file attachment icon to proceed.
Step 2: Connecting to Cloud Storage Services
You will notice options to attach files from your local system or from Google Drive, OneDrive, and Dropbox.
To use these services, you first need to connect and authorize your account. If the account is already connected, a blue tick will appear next to it. Otherwise, a plug icon will be displayed.
Click on the plug icon to initiate the connection process.
Step 3: Authorizing Your Account
This action will redirect you to the Integrations page where you can manage all your connected third-party accounts.
Click on the "Connect" button next to the service you wish to integrate and complete the authorization process.
Once connected, the service will appear under the "Connected Apps" section with a status indicating it is connected.
Step 4: Uploading Files
Return to your board/task/comments and click on the file attachment icon again.
You will now see a blue tick next to the service you connected.
Click on it to open a window where you can browse and select files from your cloud storage.
Choose the desired file and click "Select File". A preview will appear in the comments section.
Click the "Send" icon to upload the file to your task.
Conclusion
This integration not only streamlines the process of file management but also enhances collaboration by providing easy access to files stored across various platforms. We trust you will find this feature beneficial in managing your projects more efficiently.
Feel free to share your feedback and let us know how this feature is assisting you in your project management endeavors.
Step 1: Accessing the Comments Flyout
Navigate to the table view and click on the chat icon to open the comments flyout.
Click on the file attachment icon to proceed.
Step 2: Connecting to Cloud Storage Services
You will notice options to attach files from your local system or from Google Drive, OneDrive, and Dropbox.
To use these services, you first need to connect and authorize your account. If the account is already connected, a blue tick will appear next to it. Otherwise, a plug icon will be displayed.
Click on the plug icon to initiate the connection process.
Step 3: Authorizing Your Account
This action will redirect you to the Integrations page where you can manage all your connected third-party accounts.
Click on the "Connect" button next to the service you wish to integrate and complete the authorization process.
Once connected, the service will appear under the "Connected Apps" section with a status indicating it is connected.
Step 4: Uploading Files
Return to your board/task/comments and click on the file attachment icon again.
You will now see a blue tick next to the service you connected.
Click on it to open a window where you can browse and select files from your cloud storage.
Choose the desired file and click "Select File". A preview will appear in the comments section.
Click the "Send" icon to upload the file to your task.
Conclusion
This integration not only streamlines the process of file management but also enhances collaboration by providing easy access to files stored across various platforms. We trust you will find this feature beneficial in managing your projects more efficiently.
Feel free to share your feedback and let us know how this feature is assisting you in your project management endeavors.
Updated on: 18/09/2023
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