Linking Microsoft OneDrive documents to a Jira ticket

Use Case

This use case explains the steps for linking your Microsoft OneDrive documents to a Jira ticket.

Linking OneDrive documents to a Jira ticket illustration

Whether you’re running a hybrid team full of members across the globe or have numerous tickets happening at any moment in your business operation, ensuring all the details and data remain easily accessible is crucial. The information does not remain static. You need a solution to keep documents updated and centralized for efficiency. 

With the Microsoft OneDrive integration for Jira, you can quickly link documents and folders to tickets, streamlining file management. This keeps all stakeholders aligned on details and deliverables, saving time and reducing errors.

Goal - improve documents management in Jira ticket

When Tools are Disconnected, Teams Lose Productivity

Without an easy-to-use Microsoft OneDrive integration for Jira, managing files becomes a complex concern. The numerous files and folders your team requires for reference, customer service, or decision-making end up in disjointed tools, making it increasingly harder to keep everyone on the same page.

Problems with absence of integration between Jira and Microsoft OneDrive

Inefficiency in Accessing Files

Switching between different applications or tools is an inefficient use of your valuable time. Traditional attachments require constant re-uploading, creating a headache that adds unnecessary complexity to your workflow.

Reduced Document Traceability

Not having a direct connection between Microsoft OneDrive and Jira adds extra layers of potential confusion. Jira issues may lack essential files, causing miscommunication due to attachment size limits or outdated versions.

Fragmented Team Collaboration

Teams come in all shapes and sizes. Using the traditional attachment method means exposing files and folders to all Jira users, regardless of permissions. You want complete control over shared and linked documents to ensure proper security and flow of information to the correct recipients.

Streamline File Management with OneDrive Integration

Instead of risking file safety due to access issues or increasing confusion between team members from documents that are not current, use the Microsoft OneDrive integration for Jira to centralize file management and smooth out team workflows.

Solution - Linking OneDrive documents to a Jira ticket

Quick Linking of Updated Documents

Now you can quickly link crucial operational files and folders stored in Microsoft OneDrive to Jira issues and tickets in only a few clicks. Instead of manually attaching files that may not contain the most updated information, convenient links are generated for ease of information access.

Secure Permissions that Improve Context

The Microsoft OneDrive integration for Jira maintains Microsoft permissions. The only people accessing that information are those with established accessibility, enabling members to view relevant data without switching to multiple tools.

Seamless Team Collaboration without Attachment Limitations

Teams are empowered to update, share, and view OneDrive files and folders from Jira. Everyone has access to the information needed without having to worry about attachment size restrictions found in traditional linking methods, ensuring you reduce human error and keep projects moving forward.

How to do it?

Linking Microsoft OneDrive documents to a Jira ticket

Install the free version of Connectors for Jira available on the Atlassian Marketplace.
Install Connectors for Jira
Enable the Microsoft SharePoint / OneDrive Integration in the configuration page.
Activate Microsoft OneDrive integration for Jira
Sign into Microsoft to authorize access.
Connect Microsoft Account
Click on the Microsoft SharePoint / OneDrive panel in the Jira issue apps menu.
Microsoft SharePoint OneDrive panel for Jira
Click on the "Add File" button on the left side of the Microsoft SharePoint / OneDrive panel.
Add file button
Click the files and folders you want to link, then click Link.
Select files

The selected files and folders will appear in the Jira ticket.

For more details, please see our documentation; 📘 Linking files and folders.  

About Connectors for Jira

Leveraging the Microsoft OneDrive integration for Jira provides a smooth and efficient strategy to improve your team collaboration. It gives those with proper permission the ability to view, browse, and open documents without needing multiple other applications or tools for support. Individuals are given contextual information based on the most recent update to the document, improving everything from customer support to leadership decision-making – all from one simple integration.

Try our free version now and bring the streamlined functionality your team needs by trying Connectors for Jira today! 

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