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The SharePoint integration links SharePoint files and folders to Pike projects, tasks, and customers, and creates a project folder for every new project. Files stay in SharePoint, with SharePoint sharing and permissions. Pike keeps the link next to the work.

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Turn on SharePoint

  1. Go to Workspace settings → Integrations → SharePoint.
  2. Click Add integration and sign in with a Microsoft account.
Only workspace admins can turn SharePoint on or off. If you also use Microsoft Teams or Outlook, all three 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 SharePoint.

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Attach files and folders

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

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Project folders

Turn on Create project folders in the integration settings and choose a SharePoint site and document library. Each new Pike project then gets a SharePoint folder named Customer / Project number Project name, with the subfolders from its project template, such as Contracts, Briefs, and Deliverables.
  • The folder is linked on the project’s Files tab.
  • Renaming the project in Pike renames the folder.
  • Archiving the project in Pike leaves the folder as it is.

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Disconnect

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

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Permissions

SharePoint decides who can open a file. Pike shows an attachment to members who can see the project, task, or customer, and SharePoint 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 go to one document library per workspace.
  • Files in a Teams channel are reachable through the channel’s SharePoint site.