SharePoint Tips and Tricks you cannot live without
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The document outlines 10 SharePoint hacks that cannot be lived without. It describes quick edit, version control, editing documents online, library/list search boxes, drag and drop functionality, security group permission lookups, drop-down navigation, enterprise keywords, managed metadata, and metadata navigation. For each hack, it provides the business benefit and instructions for how to implement it in SharePoint. The document encourages reaching out if any additional help is needed with SharePoint configuration, customization, migration, implementation strategy, training, user adoption, or governance.
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SharePoint Tips and Tricks you cannot live without
- 1. sharepointmaven.com @gregoryzelfond SHAREPOINT HACKS YOU CANNOT LIVE WITHOUT
- 2. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Before we start… Webinar recording is available here Slides and Demo based off SharePoint Online, however, similar functionality is available with on-premises and older versions of SharePoint
- 3. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About Me Gregory Zelfond 10+ years of experience with SharePoint Huge SharePoint Advocate, blogger Love to solve business problems using code-free, out of the box SharePoint configurations Owner of SharePoint Maven
- 4. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About SharePoint Maven I HELP ORGANIZATIONS TO UNLOCK THE POWER OF SHAREPOINT MIGRATION CONSULTING TRAINING
- 5. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Agenda 1. Quick Edit 2. Version Control 3. Edit documents online 4. List/Library search box 5. In-browser drag and drop 6. Security group sites permission lookup 7. Drop-down navigation 8. Enterprise Keywords 9. Managed Metadata 10. Metadata Navigation
- 6. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 1. Quick Edit Business Benefit – Allows to bulk-edit metadata (many at once) How to – Make sure you choose flat view (no grouping!) – Library/List Tab > Quick Edit – Drag cells just like in Excel
- 7. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 2. Version Control Business Benefit – Tracks history of changes to the document/item How to – Library/List Tab > Library Settings > Versioning settings – Enable Major Versions
- 8. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 3. Edit documents online Business Benefit – Allows to edit documents in the browser without MS Office (Word, Excel) installed on the computer How to – Click on document – Click on Edit in Word/Excel Online
- 9. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 4. List/Library Search Box Business Benefit – Allows to quickly search for documents or items in a list or a document library (not the whole site!) – Search picks up metadata, file names, text within the documents! How to – Reference this blog post for detailed instructions
- 10. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 5. In-browser Drag and Drop between folders and metadata groups Business Benefit – No more Windows Explorer!!! How to – Just drag and drop files and folders from one folder or metadata grouping to another right inside the browser.
- 11. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 6. Security Group permission lookup Business Benefit – Allows to quickly see what access particular security group has to the whole site collection! How to – Site Settings > Site Permissions – Click on the security group – Settings > View Group Permissions Another reason to use security groups – this does not work with individual user permissions
- 12. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 7. Drop-down Navigation Business Benefit – Allows to quickly create global drop-down navigation without enabling Publishing features! – Excellent user adoption technique – quickly get to any site How to – Site Settings > Top Link Bar – Drag and Drop submenus one under another, click Save – Works best with non-IE browsers – Special credit to Mike Smith and his blog post on this awesome technique! – Reference this blog post for detailed instructions
- 13. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 8. Enterprise Keywords Business Benefit – Allows for quick and easy utilization of metadata – Improves search experience – Gives you ideas on how to categorize documents (if you have no clue) How to – Library/List Tab > Library Settings > Enterprise Metadata and Keywords Settings – Check the box, click OK
- 14. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 9. Managed Metadata Business Benefit – Type-ahead functionality – Ability to setup Metadata synonyms How to – Site Settings > Term Store Management – Create a column, select Managed Metadata radio button
- 15. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 10. Metadata Navigation Business Benefit – Awesome user adoption/usability technique – Provides amazing search experience for business users – Partially mitigates 5,000 view item limit because it indexes those columns in the background How to – Refer to this blog post for detailed instructions
- 16. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Need help with SharePoint? SharePoint Site Configuration and Customization Document Migration to SharePoint SharePoint Implementation Strategy SharePoint Training SharePoint User Adoption SharePoint Governance SharePoint Project Management
- 17. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond THANK YOU! Visit: sharepointmaven.com Email: [email protected] Follow: @gregoryzelfond Connect: linkedin.com/company/sharepoint-maven View: www.slideshare.net/gzelfond Watch: SharePoint Maven YouTube Channel Get in touch if you have questions