Here you will find instructions on how to link your SharePoint account to your Time Doctor account so you can track time on SharePoint Site List items from the within the Time Doctor desktop application.
First you'll need to check your SharePoint account type and other requirements.
A.) To integrate with SharePoint, your email address on your Time Doctor account must be the same as on your SharePoint account. For instructions on how to change your email address on your SharePoint account, please refer to Microsoft's article on the topic. To change your email address on your Time Doctor account, please see this article.
B.) Make sure you are actually using SharePoint. It's okay if you are using Office 365 (which includes SharePoint), but you can also purchase SharePoint without Office 365. To understand how they relate, please see this discussion.
C.) If you don't have a SharePoint account, you can sign up for one here.
(Regular users or managers do not need to activate the SharePoint integration - it is a company wide integration.)
1.) For company owners or admins: Before individuals in a company can use the integration, the company owner or admin will need to turn on the integration for the whole company on the company integrations page. The company owner or admin can get there from the main Time Doctor web dashboard by clicking on Settings > Company Settings > Integration Settings, here:
2.) Find SharePoint in the list of integrations and click the ON/OFF switch:
3.) On the following page, enter your company's SharePoint domain URL, and click on the blue Save button:
4.) You will be asked to provide your SharePoint email address and password. Enter them and click OK:
5.) The confirmation page will let you know that everything has been integrated properly from the Time Doctor website:
In order to start syncing tasks from SharePoint, you must first create a Site, then create a List named "Tasks" inside that site. There may be other things in various plug-ins inside SharePoint that are called "Tasks", but only items under a List named "Tasks" inside a Site will be synced to Time Doctor.
6.) First, create a Site (name it whatever you wish):
7.) Then open the site, and click on this ... thing:
8.) Look for the Custom List icon and click it to open up a dialog box where you can create your list named "Tasks":
9.) Back on your site page, look for your "Tasks" list to the left. Click on it, then click on "new item" - these items are what will be synced to Time Doctor:
10.) Remember to assign these tasks to users, and make sure the users have the same email address in their SharePoint as they do in their Time Doctor account.
11.) After the integration has been activated, and before the integration will sync, the users must log out of the Time Doctor desktop application and log back in.
For questions, comments or feedback regarding this topic, please send an email to firstname.lastname@example.org.