SharePoint Online - Managing Content

Overview

Starting with this release, Clarizen supports integration with SharePoint Online.

Clarizen integration with SharePoint Online adds robust content management capabilities into the Clarizen user experience. The integration is supported for all Clarizen item types (e.g. work items, cases, etc.) and allows viewing, adding, and editing SharePoint content (files, folders, sub-sites and sites) directly from Clarizen and linking them to Clarizen items. The linked SharePoint content appears in Clarizen, in the Files panel for the linked item.

Note: At this time, when viewing SharePoint Online content associated with Clarizen items, the content opens in SharePoint and not in Clarizen content viewer.

Download the Overview of SharePoint Online integration with Clarizen QRC to learn more about the integration and supported functionality.

Key Benefits

  • Robust content management. Your Clarizen users can access and manage SharePoint content directly from Clarizen. Clarizen users can easily link documents from SharePoint Libraries into Clarizen, add new content from Clarizen to SharePoint, edit linked content directly from Clarizen.
  • Increased productivity
    Increase productivity by allowing Clarizen users securely access the familiar SharePoint environment from Clarizen projects. Your Clarizen users will have the work done faster by having all related collaboration content within the context of a project.
  • Governance and risk management
    Manage risk with content management capabilities of SharePoint while having all work done in Clarizen.

SharePoint versions supported by Clarizen

Clarizen supports integration with:

  • SharePoint 2013 (Click here to learn more about the integration and supported functionality)
  • SharePoint Online (Download the configuration guide).

Note: Clarizen supports integration with SharePoint 2013 or SharePoint 365. At this time, both integrations cannot be enabled at the same time for the same Clarizen account.

Linking existing SharePoint content to Clarizen items

To link a file from SharePoint to a Clarizen item, for example a work item:

Note: The process is similar for all Clarizen items.

  1. In Clarizen, navigate to the work item. Make sure that the item is selected.
  2. In the ribbon, click Add Related > Files or click the Add button in the Files panel.
  3. In the Add Files pop-up window, click the SharePoint button.

  4. Click the Browse button to view and select a file or library in SharePoint.

  5. Click Ok. The newly added file or library is now displayed in the Files panel.

Uploading a file to SharePoint from Clarizen and linking it to an item

To create a new folder in SharePoint and link it to an item, for example a work item:

Note: The process is similar for all Clarizen items.

  1. In Clarizen, navigate to the work item. Make sure that the item is selected.
  2. In the ribbon, click Add Related > Files. You can also click the Add button in the Files
  3. In the Add Files pop-up window, click the SharePoint
  4. Click the Browse
  5. In the SharePoint hierarchy, select the location where you wish to place the file.
  6. Click the Upload file button and select the file from your computer you wish to upload. The uploaded file appears in the SharePoint location you have selected.
  7. Click OK.
  8. Click Save.

Viewing SharePoint Online content from Clarizen

To view content associated with an item, for example a work item:

Note: The process is similar for all Clarizen items.

  1. In Clarizen, navigate to the item, for example a work item.
  2. In the Files panel, click the name of the file or SharePoint Library name you wish to open.

Creating a new folder in SharePoint from Clarizen and linking it to an item

To create a new folder in SharePoint and link it to a work item, for example a work item:

Note: The process is similar for all Clarizen items.

  1. In Clarizen, navigate to the work item. Make sure that the item is selected.
  2. In the ribbon, click Add Related > Files. You can also click the Add button in the Files
  3. In the Add Files pop-up window, click the SharePoint
  4. Browse to the location where you wish to create a new folder.
  5. Click the Create new button.


  6. Enter the folder name.



  7. Click OK. The newly created folder appears in the SharePoint hierarchy.
  8. In the Add Files pop-up window, click Save, to link the new folder to the selected work item. The folder appears in the Files
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