Linking SharePoint files to a Jira issue

Use Case

This use case will outline the benefits and procedure for linking Microsoft SharePoint files to a Jira issue or ticket.

Linking SharePoint files to a Jira issue illustration

Relevant files with updated information are the foundation of proper project management. The challenge is ensuring all the files, folders, and attachments are the proper versions to avoid miscommunications among your team.

With the Microsoft SharePoint integration for Jira, you can directly link the most relevant files and folders from SharePoint resources to a Jira issue or ticket. Instead of spending precious time manually conducting file transfers between multiple tools, you have a centralized app that keeps all stakeholders updated on current documentation.

boost collaboration by linking SharePoint files to a Jira issue

Scattered Documentation Leads to Lost Team Productivity

Your team and other stakeholders will struggle without an efficient method to quickly pull updated files or folders between Jira and Microsoft SharePoint. Context for projects will be lost, and information will slip through operational cracks, leading to longer downtimes when picking up the missing pieces and beginning again.

Problems with absence of integration between Jira and SharePoint

Version Control Issues

Files, folders, and attachments change frequently. A quick update in marketing needs to be read by management to implement new initiatives. Without proper version control, you risk missing key details, especially when multiple copies of the same document create confusion.

Wasted Time Searching for Files and Folders

Forcing your team to leave Jira and JSM to navigate through SharePoint or other file platforms wastes time. The manual task of searching and verifying files slows down productivity and diverts resources that could have been spent on more important organizational items.

Inefficient Collaboration

Modern teams consist of many different working modalities. You don’t want to wait for team members to manually download, re-upload, and share files that could be out of date or confusing. Document efficiency with in-person, hybrid, and remote workers must be prioritized to ensure scalability.

Get a Direct SharePoint to Jira Link

Implementing the Microsoft SharePoint integration for Jira empowers your team to directly link essential files and folders to Jira issues or tickets so all data is updated and ready for use.

Solution - linking SharePoint files to a Jira issue

Instant Access to Relevant Information

Quickly locate and link SharePoint files and folders without having to jump between Jira and multiple other tools. You’ll save your team crucial time from swapping out apps and integrations all through a centralized app that links relevant information where you need it most.

Real-Time Updates of Files and Folders

Stop worrying about file versions or revision history. All linked documents reflect the changes happening in real-time, keeping your team members on task with the latest version information to boost productivity and minimize errors.

Secure Permissions for Peace of Mind

The Microsoft SharePoint integration for Jira keeps your sensitive files, folders, or attachments secure. All SharePoint access controls are maintained, ensuring only authorized users can view documents.

How to do it?

Linking Microsoft SharePoint files to a Jira issue

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 SharePoint 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 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 issue.

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

About Connectors for Jira

Microsoft SharePoint integration for Jira is part of the Connectors for Jira toolkit available in the Atlassian Marketplace. It helps centralize information and maintain organizational operations, streamlining document management, time efficiency, and security protocols – all without disrupting workflows.

Try our free version now and see how Microsoft SharePoint for Jira improves file, folder, and attachment management.  

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