Zoho Projects & Google Drive

The Google Drive for Zoho Projects extension lets you access your Google Drive and Google Team Drive accounts and associate your files with a work item like a task or an issue in Zoho Projects. You can use this extension to link relevant supporting documents or resources with your tasks or issues respectively.

Install Google Drive for Zoho Projects in your Portal

  • Navigate to Setup > Marketplace > All 
  • Click All in the left panel
  • Search for Google Drive for Zoho Projects extension, and tap on it
  • Click Install to proceed to installation
  • Set your preferences under the General section
    • Select the profile(s) and project(s) you want the extension to be shared with or given access to
  • Agree to the terms of use
  • Click Install Extension. You will be taken to the extension list page
  • Click Google Drive for Zoho Projects
  • Navigate to the Connections section
    • Click Authorize 
  • Sign in to your Google account
    • Click Allow to permit Zoho Workflow to access your account

Supported Locations

  • Task Details Tab
  • Issue Details Tab
  • Attachment Picker
  • Project Tab
  • Extension Settings

Associate Files

  • Navigate to your project and click a task or issue you want to associate files from your Google account with
  • Select the Google Drive extension
  • Click Associate Files
  • Select the files you would like to associate
    • Your Google Drive, Google Shared Drives, and Shared with me files will be fetched and displayed here
    • You can select a maximum of 10 files at once
    • A maximum of 25 files (including the Shared Drives files) can be associated with a task or an issue 
  • Click Associate Files
  • One other way to do this is to click the paper clip icon to associate files from your Google Drive account
  • The file listing will be exactly like how the flies are listed on your Google Drive or Shared Drives account. We don’t display files that are shared with you over your Google Drive or Shared Drive account
  • To select files from a folder, navigate to the folder and select the files you would like to associate with the current task or the issue
  • You cannot associate a folder via this extension

Access Associate Files

  • Navigate to your project and open a task or an issue
  • Select the Google Drive extension
  • Click a file that has been associated with the task or issue. The file will open form its Google Drive location

Delete an Associated File

  • Navigate to your project and open a task or an issue
  • Select the Google Drive extension
  • Hover over a file and click the Trash icon to delete. This action removes only the file’s association with the task or issue.
  • Confirm your action

Download or Move an Associated File

  • Navigate to your project and open a task or an issue
  • Open the Google Drive extension
  • Hover over a file and click the Download icon. A copy of the file will be downloaded to your machine. 
  • If you want to move a file from Google Drive to Documents, hover over the file and click Move

Uninstalling the Extension

  • Navigate to Setup > Marketplace > All 
  • Click Installed
  • Click Google Drive for Zoho Projects
  • Click Uninstall