Help CenterTrovve provides a variety of actions to help you manage your OneDrive and SharePoint files efficiently. Here's how to navigate and apply file actions to streamline your workflow.
How to Access File Actions
1. Navigate to the File
- For OneDrive Files:
- Go to the My Files tab in the Files section.
- For SharePoint Files:
- Click on the SharePoint tab.
- Navigate to the desired site and library.
2. Open the Action Menu
- Hover over the file name.
- Click the three dots icon that appears next to the file name to open the action menu.
Available File Actions
Here are the actions you can apply to your files in OneDrive or SharePoint through Trovve:
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Open File Location:
- Opens the file's location in OneDrive or SharePoint for further management.
-
Add to Task:
- Attach the file to an existing task in Trovve.
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Add to Shortcuts:
- Add the file to your Trovve shortcut list for quick and easy access.
-
Add to My Day:
- Create a task with the file and add it to your My Day list for immediate focus.
-
Do Later:
- Schedule the file as a task to be addressed later. The default due date is set for the next day.
-
Copy File Link:
- Generate a shareable URL for the file to facilitate collaboration.
-
Share:
- Open sharing options to send the file to others.
-
Rename:
- Rename the file directly within Trovve without leaving the app.
-
Move To:
- Relocate the file to another folder or library.
-
Copy To:
- Create a copy of the file in a different location.
-
Delete:
- Permanently delete the file.
Tips for Efficient File Management
-
Prioritize Tasks:
- Use Add to My Day for files that require immediate attention and Do Later for those that can wait.
-
Keep Files Organized:
- Regularly review and update the actions applied to your files to keep tasks and projects in order.
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Leverage Shortcuts:
- Add frequently used files to your Shortcuts list for quicker access.
By using these features in Trovve, you can efficiently manage your files while staying on top of your tasks and projects.