How to enable and attach documents from google drive and one drive?

Profit.co allows users to attach documents as a part of their check-ins from Google Drive and OneDrive.

Why this Feature?

During check-ins, you may have the need to attach documents that provide evidence or records to the check-ins that you perform. As a sign of progress and to record every check-in detail, this feature has been implemented. You can attach a collection of files, documents, and links to both Objectives and Key Results.

Step 1:

Navigate to Settings → General → Documents from the left navigation panel.

Step 2:

In the Documents page, Enable the toggle for both Google Drive & OneDrive.

Step 3:

Now navigate to All My OKRs, and select the Objective for which you need to attach the documents.

Step 3:

Select the Documents tab in the OKR menu. Click on Add icon, and select the drive source for your documents from the drop-down menu.

For instance, Let’s select From Google Drive.

Step 4:

From Select a file panel, add the documents to your OKR. Once done, click on Select.

The selected document will be added to the OKR.

Follow the same steps as above to add documents From OneDrive to your OKR.

Related Answer Post

To learn more about how to add additional information while creating Objectives and Key Results, click here.