Create and Edit Microsoft 365 Files in Projects

Once you enable the OneDrive integration, you can create Microsoft 365 documents, including Excel, Word, and PowerPoint, directly within a project.
Note: SharePoint is not supported.

Create and Save a New File Using Word, Excel, or PowerPoint

  1. From your calendar, create a new project or click on a project you’d like to add a file to.
  2. Click Microsoft 365 in the attachment menu.
  3. Choose the Microsoft program you’d like to use and give your new document a name.
  4. The file will be saved in the OneDrive account you have integrated with your Marketing Calendar or Marketing Suite account.
  5. Choose the folder you would like to save it to within OneDrive and click save.

Attach an Existing Word, Excel, or PowerPoint File

  1. From your calendar, create a new project or click on a project you’d like to add a file to.
  2. Click Files in the attachment menu.
  3. In the Upload File section, select the file you would like to add.
  4. Your file is now attached to the project and can be viewed and edited by other users directly in your marketing calendar.

Preview and Open a Microsoft 365 File

New File You can preview the file directly in the app by selecting Preview or open it in OneDrive to edit. Existing File
  • Once a document is added as a project attachment, you can preview the file directly in the app by hovering over the thumbnail and expanding the file.
View and edit your file
  1. Click Open in Microsoft 365.
  2. The file will open in OneDrive where you will be able to edit the document.
  3. Because the file is saved to Microsoft 365, you can also access it in the desktop version and all changes you make will be synced in your marketing calendar automatically.
Note: These file types are not supported by the Office 365 integration: .doc, .ppt, .xls, .odt, .ods, .odp
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