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The OneDrive integration links OneDrive files and folders to Pike projects, tasks, and customers. Files stay in OneDrive, with OneDrive sharing and permissions. Pike keeps the link next to the work.

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Turn on OneDrive

  1. Go to Workspace settings → Integrations → OneDrive.
  2. Click Add integration and sign in with a Microsoft account.
Only workspace admins can turn OneDrive on or off. If you also use Microsoft Teams or Outlook, all of them use the same tenant connection.

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Connect your account

Go to Settings → Connections and connect your Microsoft account. Each member connects their own account, so Pike opens only files that member can open in OneDrive.

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Attach files and folders

On a project, task, or customer, open Files and click Add → OneDrive. The OneDrive picker opens. Pick one or more files or folders.
  • Pike shows the name, type, owner, last modified date, and a thumbnail where OneDrive has one.
  • Click an attachment to open it in OneDrive.
  • Paste a OneDrive link into a task description or comment, and Pike shows it as a preview card.

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Disconnect

Turning OneDrive off removes the picker. Links already attached stay and open in OneDrive for anyone with access there. Members can disconnect their own account under Settings → Connections.

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Permissions

OneDrive decides who can open a file. Pike shows an attachment to members who can see the project, task, or customer, and OneDrive decides whether they can open it. Private projects stay private.

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Limits

  • Pike links to files. It does not copy or store them.
  • Project folders are not created in OneDrive, since OneDrive belongs to one person. Use SharePoint for shared project folders.