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How you collaborate

Keep files, chats, and context together in projects, work straight from SharePoint and OneDrive, and share anything through a live link.

Organise work in projects

Keep files, chats, and context together in one place. Projects organise your work and carry knowledge across multiple conversations. Upload documents, spreadsheets, and files to provide context Tracelight can reference, so every prompt starts with the full picture.

Manage in
  • Platform
Access from
  • Excel
  • PowerPoint
  • Word

  1. Create a project directly, or import a folder from SharePoint or OneDrive through an integration.

  2. Organise your project into subfolders and upload any type of file.

  3. Share a project with your team from its menu.

  4. Manage resources, instructions, and skills, specific to a project.

  5. Create and manage projects in the Platform. In the add-in, select a project from the folder icon in the top right-hand corner; click the arrow to open it in the Platform.

Connect to SharePoint and OneDrive

Work on files in SharePoint and OneDrive to keep a single source of truth.

Connect in
  • Platform
Access from
  • Excel
  • PowerPoint
  • Word

  1. Connect to SharePoint when creating a new project: click “Import folder from Microsoft 365” and pick the folder you want.

  2. Or to connect from within an existing project: click the cloud icon next to Project Files to add from Microsoft 365.

  3. Connected folders sit under SharePoint in your project files. Click the sync icon to pull in the latest files.

  4. Edits Tracelight makes to SharePoint files are tracked in the project before anything is written back. Each file is marked A (added), M (modified) or D (deleted), with a count of pending syncs.

  5. Open the changes tab to review every pending edit with its SharePoint path, then click “Sync all to M365” to write them back.

Collaborate with teammates

Share a deliverable, Tracelight app, project folder, instruction, or skill through a live link.

Available in
  • Platform
  • Excel
  • PowerPoint
  • Word

  1. Everything in your workspace shares the same way. Open the ... menu and choose Share.

  2. Copy the live link, and specify viewer or edit access for users.

  3. Work on shared files without stepping on each other. Tracelight never overwrites your manual edits, and if a teammate changes a file you’re working on, your agent picks up their changes and resolves any conflicts before it carries on.