Getting started [SP JC]
- Miguel Jesus
Take the very first steps to use the SharePoint Connector app for Jira
- 1 Open the SharePoint Connector app
- 2 Connect your first folder
- 2.1 Step 1: Click the "Connect folder" button
- 2.2 Step 2: Select the storage place where the folder you want to connect is and authenticate
- 2.3 Step 3: Navigate to where the folder you want to share with your team is
- 2.4 Step 4: Select the folder you want to connect
- 2.5 Step 5: Select permissions (optional)
- 2.6 Step 6: Click the "Connect" button.
Open the SharePoint Connector app
You can install the SharePoint Connector app from the Atlassian Marketplace, then open it by clicking the SharePoint Connector link on Jira’s sidebar, and it's ready to use.
Connect your first folder
You don't need to create an account to use the app. The only thing required is to connect at least one folder to the Jira project so that you can start collaborating with your team and build your single source of truth.
If there's already a folder connected when you first open the app, that means someone in your team already shared a folder, and you can use that one or add more, following the same steps.
Step 1: Click the "Connect folder" button
Step 2: Select the storage place where the folder you want to connect is and authenticate
You can connect a folder stored in SharePoint, OneDrive for Business, or OneDrive.
You can connect more places later from the file manager. Learn more
Step 3: Navigate to where the folder you want to share with your team is
SharePoint tip: If you can’t see the site where your folder is, you can use the “Find site” button and enter your SharePoint address. More info
Step 4: Select the folder you want to connect
Use the checkbox to select the folder you want to connect.
We recommend connecting a folder where you and your team store your documents, but you can start with a new one by clicking the "New folder" button.
Step 5: Select permissions (optional)
Click the "Permissions" tab. By default, any folder you connect will be visible and editable by your team. If you want to limit access or block the edit feature, click the dropdown to change the permissions.
For more information, check the permissions page.