How our content team manages, shares, and collaborates on files is the most crucial aspect of our day to day running smoothly.
This need extends far past the content team; it’s required businesswide. Our ability to produce company literature, digital content, copy, product, and brand material boils down to our capacity as an organization to collaborate cross-functionally on working documents. However, blockers and silos emerge when working together on documents doesn’t coordinate with the work management solution we rely on to track projects and tasks.
Your work management tool needs to work in tandem with your file sharing and collaboration model for an end-to-end project management process to succeed. I’ve experienced firsthand the power this brings to my team, and how it’s relevant to all roles and teams across the modern enterprise.
With over 400 existing Wrike integrations, including file storage platforms and other Microsoft tools, continuing to create a more consolidated workspace for teams is critical. The Microsoft SharePoint and Wrike integration was, for a long time, one of the most requested features from our community. This integration solves the most common pain points teams experience when syncing their work management platform with file sharing and collaboration. Let’s take a look at the features that support teams to collaborate on essential assets more effectively.
Why you need to transform how you collaborate on files
Late in 2020, our CEO and SVP of marketing met with other industry leaders to discuss the future of work in 2021, what it will look like, how to prepare, and what it means in the most practical terms for teams.
Our panel discussed several topics, from harnessing new technologies to embracing a hybrid workforce. Still, one thing emphasized repeatedly was the importance of creating a harmonious digital workplace for productivity and collaboration to thrive, no matter where employees are located.
The Microsoft SharePoint and Wrike integration is one such development that supports a more integrated virtual workspace. As a popular solution for file sharing, asset management, and document collaboration, SharePoint is an integral tool that helps you work more efficiently on cross-functional files.
The SharePoint and Wrike integration allows you to:
- Browse SharePoint sites and groups within Wrike to easily find folders and files.
- Attach active links to SharePoint assets within Wrike folders, projects, and tasks.
- Use Wrike’s proofing and approvals features to collaborate on working PDFs and image files.
Increased functionality and file access supports cross-functional productivity and an enhanced digital experience for teams with easy access to essential work.
The Microsoft SharePoint integration is available on all active Wrike accounts, and you’ll be asked to provide your credentials to start attaching SharePoint documents to tasks. Account admins also have the option to enable and disable the integration in “Admin settings” at their own discretion.
Attach SharePoint files to Wrike instantly
Accessing the relevant files for any task or project is essential in getting those activities over the line. Now you and your team can easily find and navigate all the assets associated with any Wrike activity without leaving the platform.
Within a Wrike task, project, or folder, you’ll find a SharePoint option when you click the “Attach files” selection from the navigation bar. Use this attachment feature to create an active link to any files and folders shared with you or created by you on SharePoint.
Connecting the relevant documents, files, and assets to each activity in Wrike means smoother processes, easy access to working files, and a more efficient collaboration method.
Browse SharePoint resources without leaving Wrike
We know that all teams and businesses have specific ways of managing their files, often with dedicated folder structures and naming conventions. It’s essential that you can navigate this structure within your work management space.
Clicking the SharePoint option from the “Attach files” drop-down menu within your tasks and projects will open a browsing panel. From here, you’ll be able to browse all files, folders, and assets within your groups and sites on SharePoint.
Any folders or files shared with you or created by you on SharePoint are available through this pop-up menu, so you can locate and attach assets without leaving your Wrike window. You can switch between the “Following” and “All” tabs within the navigation bar to find your SharePoint resources. The “All” option gives you high-level access to all sites and groups at once, while the “Following” tab limits the display to the SharePoint locations you follow. You can also use the search field to find the files you need in an instant.
Collaborate on your essential documents
Now that files and folders are attached to your Wrike projects and tasks, simple and productive collaboration on your assets can begin.
Within your Wrike projects and tasks, you can open SharePoint links in new tabs and preview the most up-to-date versions in its SharePoint location. Users will always see updated file versions if edits are made on SharePoint. Through attached SharePoint links, you can always access the current working files and make edits and changes that update instantly.
You can also use Wrike’s proofing and approvals features, currently available for PDFs and images attached to Wrike from SharePoint. If you don’t have the proofing feature as an add-on or as part of Wrike for Marketers, you’ll still be able to preview SharePoint PDFs and image files within your tasks and projects.
No matter how you and your team choose to collaborate on documents, attachments always link to the most up-to-date version of SharePoint files, so your team can work in real time to finalize documents and complete projects faster.
A better way to work on assets
The Microsoft SharePoint and Wrike integration is available to all Wrike users, and teams use it to overcome integrated file sharing and collaboration issues.
Wrike integrates with hundreds of applications, including Microsoft’s full suite of Office 365 products. We’ve already discussed why it's vital for the future of work and the hybrid workforce to consolidate your tools and create a singular digital work experience. Imagine creating a cohesive digital workspace for you and your teams to use your essential tools from within your work management platform. Other teams have already combined the power of collaborative work management with their Microsoft tools to drive projects forward and scale activities to facilitate growth.
That’s the potential of the Microsoft SharePoint and Wrike integration, but it’s only the kickoff point. We’re excited to support you in transforming your processes and workspace with powerful work management and useful integrations with all your favorite tools.