We are excited to announce that we have just launched Dropbox integration for TeamworkPM!
We’ve been working hard on this for quite some time and it feels good to release this top requested feature for customers on the Business 2, Corporate and Enterprise plans.
How does the Dropbox integration work?
When you link a Dropbox account with Teamwork you can reference your Dropbox files through Teamwork so they appear within the files tab of your projects. The files reside on Dropbox so when you change a file on your local computer, the very latest version is available in Teamwork. This will also gives you the ability to reference the same file across all your projects easily without having to upload the files separately into each project.
I’m itching to give it a go, how do I set this up?
Customers on the Business 2, Corporate or Enterprise plans get a new tab on the Site Settings page called Integrations. It’s pretty easy once you visit that tab but here are some step-by-step instructions:
1. First thing you need to do is to allow Teamwork to access your Dropbox account.
Click on Connect Dropbox button to go through the authorization process. You will be directed to the Dropbox website and prompted to log in. Once you log in to the Dropbox account you want to use with Teamwork, Dropbox will ask you if you want to allow Teamwork to connect to your Dropbox Account. Course you do, so click Allow.
2. Choose your top-level folder.
Dropbox will then send you back to your Teamwork account and you will be prompted to select the Top Level Folder for your Dropbox integration with Teamwork.
Don’t worry if you have other folders and files within your dropbox account that you don’t want others to have access to. Users will be limited to the Top Level Folder you select here and won’t be able to browser below this.
Project Level Folders
Each project can have it’s own Project Level Folder selected which users on your project are confined to. This can be selected in the “settings” tab of each project.
Settings Project Dropbox Permissions
Browsing Dropbox and Linking in Files
Once you have then selected the files you wish to upload to your project just click on “Link-in Selected Files” You also have the option to quickly view a thumbnail of any images within your Dropbox folder by hovering your mouse over the file for a second.
Clicking “Link-in Selected Files” will add the Dropbox files to your project. You can easily see at a glance which files are linked to from your Dropbox account via the logo displayed under the files.
And there’s more….
When you create a new task or message (if you have permission to use Dropbox on the project) you will see a new option when choosing a file called “Dropbox”. This allows you to choose and link the Dropbox files while you are creating your task or composing a message.