This extensive guide explains the capabilities and processes of the Burai Projects feature. It presents each functionality, from setting up a dedicated SharePoint site to managing project files and team collaboration in a detailed, step-by-step manner.
1. Introduction to Burai Projects
Burai Projects is a robust solution designed to centralize project documents and streamline team collaboration. Integrated tightly with SharePoint for Microsoft users, it allows project files, tasks, and collaborative tools to coexist in one accessible and secure digital space. The feature is built with user-friendly interfaces and intuitive design principles to ensure that even those unfamiliar with technical configurations can navigate and use the system effectively.
Burai Project Folders is like a digital filing cabinet with powerful features built in. It not only organizes documents but also facilitates collaboration by allowing teams to work on files and track tasks in real time. The integration with SharePoint means that the projects are automatically backed by enterprise-level security and management, ensuring that the organization’s data remains safe while being easily accessible to those who need it.
Key Benefits:
Centralized Storage:
All project-related documents are stored in a unified space.
Reduced time spent searching for files due to an organized repository.
Seamless SharePoint Integration:
Every project created in Burai automatically generates a corresponding SharePoint folder.
This integration ensures that file management is efficient, and changes are synchronized across platforms.
Enhanced Collaboration:
Team members have access to shared resources.
Tasks, updates, and files can be managed collaboratively, ensuring everyone is on the same page.
User-Friendly Approach:
The design emphasizes simplicity and clarity.
Step-by-step instructions and intuitive interfaces make it accessible to users of all technical levels.
2. Setting Up a Dedicated SharePoint Site
For organizations to fully leverage Burai Project Folders, it is necessary to establish a dedicated SharePoint site. This site becomes the central hub where every project folder will be stored and managed. The process begins with careful planning and coordination among organizations IT support and Burai customer support team.
For organizations that do not yet have the SharePoint site configured, Burai presents an screen within the Projects section. Here, users see an invitation to request the setup. This request triggers an automated email to the support team, ensuring that the configuration process is initiated efficiently. Once the site is created, it is essential that the Burai WorkOS be granted full control. This level of permission allows Burai to autonomously create project folders, manage file transfers, and adjust access rights as needed.
Looking ahead, Burai plans to incorporate an automated wizard that will simplify this entire process by providing guided, step-by-step instructions along with troubleshooting tips.
Detailed Setup Process:
Setup Request for Configuration:
Request Feature:
If the site is not yet configured, users encountering the Projects section will see an informational screen.Automated Email:
A “Request Project Setup” button sends an email to the support team, prompting them to help complete the setup.Unified Request:
The system ensures that only one request per organization is sent, minimizing duplicate setup requests.Consultation:
Burai customer support team will get in touch and help with setting up a SharePoint site dedicated for Burai Projects
Setting Permissions:
Full Control for Burai:
The organization must grant the Burai WorkOS full control over the new site. This permission lets Burai perform operations like creating folders, moving files, and managing access rights.
This careful planning ensures that once the site is up and running, all subsequent project management activities are supported by a robust, secure infrastructure.
3. Using the Projects Section Without a SharePoint Connection
For organizations still in the process of setting up their dedicated SharePoint site, Burai offers a fully functional Projects section that supports interim project management.
In this mode, users can organize, view, and manage projects shared with them even before the full integration is complete.
In this interim state, the application provides different viewing modes to accommodate various preferences. Users may choose the grid view, which displays projects as individual cards with preview images and summarized information, or opt for the list view, which presents a more detailed tabular format. The grid view is particularly helpful for quickly scanning through projects, while the list view is ideal for detailed project comparisons.
The system also provides essential organizational tools. For instance, projects can be marked as favorites so that frequently used projects are immediately accessible. Moreover, built-in filtering and sorting functionalities allow users to manage large sets of projects by parameters such as project owner, due dates, or criticality. By maintaining an interface that is both functional and uncluttered, the system ensures that users have a productive environment even before full SharePoint integration is achieved.