Learn how to attach Microsoft 365 Word, Excel, or PowerPoint inside Projects.
Connect OneDrive to CoSchedule
Before you can attach Microsoft 365 Word, Excel, or PowerPoint to Projects you must connect OneDrive to CoSchedule. Learn how
here.
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Attach Microsoft 365 Word, Excel, or PowerPoint to a Project
- Open a Project and click to add a new attachment
- Select Microsoft 365
- Choose between creating a new document or attaching an existing document. Read more about each option below.
Attach Existing Document
Selecting an existing document will open a screen where you can access documents from within your OneDrive account. Select the Word, Excel, or PowerPoint you are wanting to attach to the project and click
Save. Once attached, you can click to either
Preview a read-only version or
Open in OneDrive to edit.
Create a New Document
Creating a new document will create a new Word, Excel, or Powerpoint. Once you have selected your option, you can name the new document and click to either
Preview a read-only version or
Open in OneDrive to edit.
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Frequently Asked Questions
Is SharePoint supported?
No, SharePoint is not currently supported by CoSchedule.
If I delete a Word, Excel, or PowerPoint from a Project will it be deleted from OneDrive?
No. Deleting a Word, Excel, or PowerPoint from a Project only removes it from the Project within CoSchedule.
Which file types are not supported?
These file types are not supported by the OneDrive integration: .doc, .ppt, .xls, .odt, .ods, .odp
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Learn More
OneDrive with CoSchedule
